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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
601
Bogart Wealth LLC
Virginia
$522K
ASN
602
Advisory Services Network
Georgia
$521K +$11.7K +152 +2%
FC
603
Forte Capital
New York
$521K -$17.1K -222 -3%
IAA
604
Independent Advisor Alliance
North Carolina
$513K -$174K -2,261 -24%
MCM
605
MAI Capital Management
Ohio
$512K +$43.9K +570 +9%
V
606
ViaWealth
Kansas
$509K +$154K +1,996 +40%
ECM
607
Evergreen Capital Management
Washington
$507K +$56.5K +733 +12%
IWA
608
Icon Wealth Advisors
Texas
$505K -$74.3K -964 -12%
AWM
609
Accredited Wealth Management
Kentucky
$502K +$533K +6,921 New
NIM
610
NEOS Investment Management
Connecticut
$500K +$237K +3,074 +80%
TE
611
Tema ETFs
New York
$500K +$532K +6,911 New
CCIA
612
Campbell & Co Investment Adviser
Maryland
$493K +$525K +6,809 New
FHA
613
First Horizon Advisors
Tennessee
$492K +$1.23K +16 +0.2%
PNC
614
Park National Corp
Ohio
$492K +$524K +6,799 New
NG
615
Norden Group
Utah
$479K -$45.8K -594 -8%
PFS
616
Prospera Financial Services
Texas
$479K +$132K +1,715 +35%
CC
617
Centiva Capital
New York
$477K +$508K +6,598 New
KHCM
618
Kirtland Hills Capital Management
Ohio
$476K +$26.1K +339 +5%
SHFA
619
SS&H Financial Advisors
Michigan
$470K
A
620
Allianz
Germany
$463K +$492K +6,391 New
CIS
621
Continental Investors Services
Washington
$459K
RhumbLine Advisers
622
RhumbLine Advisers
Massachusetts
$451K -$27.6K -358 -5%
WAM
623
Walker Asset Management
Missouri
$450K
MFG
624
Midwest Financial Group
Kansas
$447K
SICM
625
Sustainable Insight Capital Management
New York
$441K +$61.6K +800 +15%