We are live on ! Find out more
CP icon

Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
651
Leavell Investment Management
Alabama
$211K – – –
SP
652
Successful Portfolios
Florida
$211K – – –
EVM
653
Evelyn V. Moreno
$210K – – –
BL
654
Balentine LLC
Georgia
$209K -$18.3K -242 -7%
FNT
655
First Nebraska Trust
Nebraska
$209K – – –
Marshall Wace
656
Marshall Wace
United Kingdom
$208K +$234K +3,100 New
QIM
657
Quantitative Investment Management
Virginia
$205K +$232K +3,075 New
VFA
658
Valeo Financial Advisors
Indiana
$204K -$21.8K -289 -9%
AWA
659
Arkadios Wealth Advisors
Georgia
$204K +$231K +3,054 New
SWM
660
SeaCrest Wealth Management
New York
$203K +$1.44K +19 +0.6%
SPC
661
Sigma Planning Corp
Michigan
$201K +$6.12K +81 +3%
FW
662
FirstPurpose Wealth
Utah
$201K +$228K +3,018 New
JGIA
663
Jackson Grant Investment Advisers
Connecticut
$192K – – –
WAM
664
Westport Asset Management
Connecticut
$192K – – –
BAM
665
Belpointe Asset Management
Nevada
$192K +$217K +2,869 New
HWA
666
Heritage Wealth Advisors
Virginia
$187K – – –
CG
667
Carmignac Gestion
France
$167K +$189K +2,500 New
CCM
668
Covington Capital Management
California
$163K +$5.81K +77 +3%
Allspring Global Investments
669
Allspring Global Investments
North Carolina
$155K -$26.1K -346 -13%
FF
670
FourThought Financial
Florida
$153K -$19K -252 -10%
BWP
671
Baldwin Wealth Partners
Massachusetts
$150K – – –
Jones Financial Companies
672
Jones Financial Companies
Missouri
$149K +$67.4K +893 +66%
GRP
673
Global Retirement Partners
California
$147K +$1.51K +20 +1%
NMG
674
New Millennium Group
Utah
$144K – – –
CFO
675
CVA Family Office
Colorado
$138K – – –