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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
WA1
626
Wimmer Associates 1
California
$267K – – –
PCMK
627
Paragon Capital Management (Kansas)
Kansas
$263K -$34.7K -450 -12%
DLA
628
Douglas Lane & Associates
New York
$260K – – –
LWP
629
LMG Wealth Partners
Louisiana
$259K +$849 +11 +0.3%
SRC
630
Stone Run Capital
New York
$259K -$7.72K -100 -3%
MWM
631
Merriman Wealth Management
Washington
$256K – – –
TCOV
632
Trust Company of Vermont
Vermont
$256K – – –
SW
633
SVB Wealth
Massachusetts
$254K +$77 +1 +0%
BBW
634
Blue Barn Wealth
Utah
$247K -$42.4K -549 -15%
OHWP
635
Oak Harbor Wealth Partners
North Carolina
$245K +$20K +259 +9%
OWA
636
Opal Wealth Advisors
New York
$245K -$56.7K -735 -19%
LIM
637
Leavell Investment Management
Alabama
$244K – – –
AWA
638
Arkadios Wealth Advisors
Georgia
$242K +$10.2K +132 +4%
IA
639
Insight Advisors
Pennsylvania
$242K -$91.7K -1,188 -27%
FW
640
FirstPurpose Wealth
Utah
$241K -$8.34K -108 -3%
AF
641
Aldebaran Financial
$241K – – –
KWM
642
Kolinsky Wealth Management
New Jersey
$241K -$21.5K -278 -8%
BWP
643
Baldwin Wealth Partners
Massachusetts
$241K +$849 +11 +0.4%
FNT
644
First Nebraska Trust
Nebraska
$241K – – –
AWP
645
Abacus Wealth Partners
California
$236K – – –
GPA
646
Garrison Point Advisors
California
$231K -$46.3K -600 -17%
State Board of Administration of Florida Retirement System
647
State Board of Administration of Florida Retirement System
Florida
$231K – – –
ANBT
648
American National Bank & Trust
Texas
$229K – – –
BL
649
Balentine LLC
Georgia
$228K +$21.6K +280 +10%
FAFN
650
First Affirmative Financial Network
Colorado
$225K +$226K +2,930 New