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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
551
Vontobel Holding
Switzerland
$529K -$737K -9,326 -58%
BA
552
Ballast Advisors
Minnesota
$524K -$33.2K -420 -6%
FRM
553
Fox Run Management
Connecticut
$514K +$524K +6,625 New
RWM
554
Ritholtz Wealth Management
New York
$508K -$632 -8 -0.1%
SVWAG
555
Sound View Wealth Advisors Group
Georgia
$504K -$22.3K -282 -4%
EMB
556
Elefante Mark B
$501K +$2.37K +30 +0.5%
SAM
557
Silphium Asset Management
United Kingdom
$497K -$1.17M -14,750 -70%
SS
558
Sound Stewardship
Kansas
$495K -$40.2K -509 -7%
MFG
559
Midwest Financial Group
Kansas
$494K +$7.9K +100 +2%
WS
560
Wedbush Securities
California
$491K +$12.3K +156 +3%
DWM
561
Dakota Wealth Management
Florida
$490K +$49.8K +630 +11%
WA
562
Wealth Alliance
New York
$489K +$395 +5 +0.1%
ASN
563
Advisory Services Network
Georgia
$486K +$131K +1,661 +37%
SAM
564
Summit Asset Management
Tennessee
$472K
BG
565
Bahl & Gaynor
Ohio
$472K -$111K -1,410 -19%
DA
566
Dover Advisors
Virginia
$466K -$256K -3,245 -35%
V
567
ViaWealth
Kansas
$466K -$2.13K -27 -0.5%
DC
568
Davenport & Co
Virginia
$463K +$64.5K +816 +16%
HT
569
Headlands Technologies
Illinois
$461K +$129K +1,629 +39%
ISWM
570
Intesa Sanpaolo Wealth Management
$460K +$85.6K +1,083 +23%
VOYA Investment Management
571
VOYA Investment Management
Georgia
$460K -$237 -3 -0.1%
TCA
572
Transcend Capital Advisors
New Jersey
$455K -$318K -4,019 -41%
FCCM
573
First City Capital Management
Georgia
$449K
MQWP
574
Morey & Quinn Wealth Partners
Nebraska
$446K
AW
575
Alchemi Wealth
Connecticut
$445K