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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
WI
576
Wahed Invest
New York
$490K +$37.1K +468 +8%
WAP
577
Wealthcare Advisory Partners
Pennsylvania
$488K -$9.6K -121 -2%
MCM
578
MAI Capital Management
Ohio
$483K +$39.1K +493 +8%
SHFA
579
SS&H Financial Advisors
Michigan
$483K +$515K +6,489 New
ECM
580
Evergreen Capital Management
Washington
$474K +$15.5K +195 +3%
CIS
581
Continental Investors Services
Washington
$472K -$503K -6,343 -50%
AAS
582
Avantax Advisory Services
Texas
$472K -$21.6K -272 -4%
CGL
583
Clarius Group LLC
Washington
$468K -$63K -794 -11%
BTWM
584
Baker Tilly Wealth Management
Wisconsin
$461K -$158K -1,988 -24%
ST
585
Sabal Trust
Florida
$461K +$492K +6,200 New
SI
586
Stephens Inc
Arkansas
$461K +$87K +1,097 +22%
MFG
587
Midwest Financial Group
Kansas
$459K – – –
CT
588
Coastline Trust
Rhode Island
$454K -$487K -6,142 -50%
FHA
589
First Horizon Advisors
Tennessee
$454K +$14K +177 +3%
PWG
590
Portside Wealth Group
Utah
$451K +$20.1K +254 +4%
KPWS
591
Kestra Private Wealth Services
Texas
$450K +$61.1K +770 +15%
SPC
592
Sigma Planning Corp
Michigan
$445K +$71.7K +904 +18%
9WM
593
9258 Wealth Management
Ohio
$443K -$4.84K -61 -1%
CCM
594
Cullen Capital Management
New York
$440K – – –
SAM
595
Summit Asset Management
Tennessee
$439K – – –
Vontobel Holding
596
Vontobel Holding
Switzerland
$433K – – –
FWIA
597
Fort Washington Investment Advisors
Ohio
$430K – – –
LWCFA
598
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$430K – – –
SIG
599
Sargent Investment Group
Maryland
$429K +$458K +5,769 New
MWM
600
Modera Wealth Management
New Jersey
$427K -$179K -2,258 -28%