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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
576
KCM Investment Advisors
California
$383K +$349K +4,635 New
Cerity Partners
577
Cerity Partners
New York
$381K -$162K -2,158 -32%
BST
578
Bath Savings Trust
Maine
$379K – – –
SFG
579
StrategIQ Financial Group
Indiana
$376K +$527 +7 +0.2%
CNBTD
580
Citizens National Bank Trust Department
Mississippi
$370K – – –
OWA
581
Opal Wealth Advisors
New York
$368K +$82.7K +1,099 +33%
STA
582
Summit Trail Advisors
New York
$367K +$334K +4,436 New
OPS
583
Orion Portfolio Solutions
Nebraska
$364K +$19.1K +254 +6%
VIA
584
Vident Investment Advisory
Georgia
$361K -$210K -2,792 -39%
AWA
585
Aaron Wealth Advisors
Illinois
$359K -$8.88K -118 -3%
XF
586
XML Financial
Maryland
$357K -$19.3K -256 -6%
GPA
587
Garrison Point Advisors
California
$357K – – –
IC
588
Inverness Counsel
New York
$357K – – –
CAM
589
Cubic Asset Management
Massachusetts
$355K – – –
EFS
590
Essex Financial Services
Connecticut
$354K +$75 +1 +0%
BBA
591
BLB&B Advisors
Pennsylvania
$349K -$217K -2,884 -41%
BIM
592
Baldwin Investment Management
Pennsylvania
$348K – – –
IP
593
Intellectus Partners
California
$346K -$22.4K -298 -7%
EWM
594
Empirical Wealth Management
Washington
$343K – – –
GSEP
595
Golden State Equity Partners
California
$343K – – –
MWM
596
Meridian Wealth Management
Kentucky
$342K +$45.1K +600 +17%
ECM
597
Evergreen Capital Management
Washington
$342K +$58.2K +774 +23%
ACI
598
Alpha Cubed Investments
California
$340K +$310K +4,115 New
LC
599
LCNB Corp
Ohio
$340K +$310K +4,116 New
YIH
600
Y-Intercept (HK)
Hong Kong
$338K -$1.01M -13,389 -77%