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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
CIS
551
Custom Index Systems
New York
$531K – – –
Vontobel Holding
552
Vontobel Holding
Switzerland
$529K -$737K -9,326 -58%
BA
553
Ballast Advisors
Minnesota
$524K -$33.2K -420 -6%
FRM
554
Fox Run Management
Connecticut
$514K +$524K +6,625 New
RWM
555
Ritholtz Wealth Management
New York
$508K -$632 -8 -0.1%
SVWAG
556
Sound View Wealth Advisors Group
Georgia
$504K -$22.3K -282 -4%
EMB
557
Elefante Mark B
$501K +$2.37K +30 +0.5%
SAM
558
Silphium Asset Management
United Kingdom
$497K -$1.17M -14,750 -70%
SS
559
Sound Stewardship
Kansas
$495K -$40.2K -509 -7%
MFG
560
Midwest Financial Group
Kansas
$494K +$7.9K +100 +2%
WS
561
Wedbush Securities
California
$491K +$12.3K +156 +3%
DWM
562
Dakota Wealth Management
Florida
$490K +$49.8K +630 +11%
WA
563
Wealth Alliance
New York
$489K +$395 +5 +0.1%
ASN
564
Advisory Services Network
Georgia
$486K +$131K +1,661 +37%
SAM
565
Summit Asset Management
Tennessee
$472K – – –
BG
566
Bahl & Gaynor
Ohio
$472K -$111K -1,410 -19%
DA
567
Dover Advisors
Virginia
$466K -$256K -3,245 -35%
V
568
ViaWealth
Kansas
$466K -$2.13K -27 -0.5%
DC
569
Davenport & Co
Virginia
$463K +$64.5K +816 +16%
HT
570
Headlands Technologies
Illinois
$461K +$129K +1,629 +39%
ISWM
571
Intesa Sanpaolo Wealth Management
$460K +$85.6K +1,083 +23%
VOYA Investment Management
572
VOYA Investment Management
Georgia
$460K -$237 -3 -0.1%
TCA
573
Transcend Capital Advisors
New Jersey
$455K -$318K -4,019 -41%
FCCM
574
First City Capital Management
Georgia
$449K – – –
MQWP
575
Morey & Quinn Wealth Partners
Nebraska
$446K – – –