We are live on ! Find out more
CP icon

Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
601
Summit Asset Management
Tennessee
$467K – – –
CT
602
Clearstead Trust
Maine
$467K +$457K +6,237 New
AWS
603
Atria Wealth Solutions
New York
$464K -$241K -3,291 -36%
RAM
604
Ramirez Asset Management
New York
$462K +$18.7K +256 +5%
RWM
605
Ritholtz Wealth Management
New York
$462K -$69.3K -947 -14%
GM
606
GeoWealth Management
Illinois
$458K +$424K +5,787 New
FWIA
607
Fort Washington Investment Advisors
Ohio
$457K – – –
FCCM
608
First City Capital Management
Georgia
$457K +$6.95K +95 +2%
SIG
609
Sargent Investment Group
Maryland
$456K -$73 -1 -0%
MWM
610
Modera Wealth Management
New Jersey
$454K – – –
TSS
611
Two Sigma Securities
New York
$451K +$418K +5,707 New
Simplex Trading
612
Simplex Trading
Illinois
$449K -$1.49M -20,322 -78%
EVM
613
Evelyn V. Moreno
$449K – – –
HSA
614
HBK Sorce Advisory
Pennsylvania
$447K -$106K -1,449 -20%
OPOWM
615
One Plus One Wealth Management
Florida
$446K – – –
WAP
616
Wealthcare Advisory Partners
Pennsylvania
$429K -$82.7K -1,130 -17%
QCG
617
Quadrant Capital Group
Ohio
$427K -$8.05K -110 -2%
LB
618
Legacy Bridge
Iowa
$422K – – –
VIP
619
Vista Investment Partners
Oklahoma
$419K +$388K +5,296 New
CDH
620
Charles D. Hyman
$414K +$384K +5,240 New
SP
621
Stablepoint Partners
Massachusetts
$408K +$378K +5,165 New
BSW
622
Buckingham Strategic Wealth
Missouri
$408K -$7.98K -109 -2%
FAFN
623
First Affirmative Financial Network
Colorado
$407K +$41.5K +567 +12%
AWM
624
Avior Wealth Management
Nebraska
$406K -$878 -12 -0.2%
BTWM
625
Baker Tilly Wealth Management
Wisconsin
$404K -$80K -1,093 -18%