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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
651
Arkadios Wealth Advisors
Georgia
$278K +$22.8K +289 +9%
PCMK
652
Paragon Capital Management (Kansas)
Kansas
$276K – – –
VFA
653
Valeo Financial Advisors
Indiana
$276K -$9.47K -120 -3%
LWP
654
LMG Wealth Partners
Louisiana
$271K – – –
BL
655
Balentine LLC
Georgia
$271K +$30.1K +381 +13%
MWM
656
Merriman Wealth Management
Washington
$269K – – –
OWA
657
Opal Wealth Advisors
New York
$264K +$6.79K +86 +3%
Mitsubishi UFJ Trust & Banking
658
Mitsubishi UFJ Trust & Banking
Japan
$264K -$65.5K -830 -20%
TPCW
659
TD Private Client Wealth
New York
$263K +$257K +3,257 New
NFG
660
Nations Financial Group
Iowa
$263K -$45.5K -576 -15%
FW
661
FirstPurpose Wealth
Utah
$262K +$8.69K +110 +4%
WA1
662
Wimmer Associates 1
California
$260K – – –
DLA
663
Douglas Lane & Associates
New York
$259K -$13.3K -169 -5%
CS
664
Comerica Securities
Michigan
$259K +$252K +3,196 New
OHWP
665
Oak Harbor Wealth Partners
North Carolina
$257K – – –
SP
666
Successful Portfolios
Florida
$256K +$250K +3,163 New
AWM
667
Angeles Wealth Management
California
$255K +$250K +3,162 New
BWP
668
Baldwin Wealth Partners
Massachusetts
$255K +$1.9K +24 +0.8%
BBW
669
Blue Barn Wealth
Utah
$255K -$4.03K -51 -2%
AF
670
Aldebaran Financial
$253K – – –
FNT
671
First Nebraska Trust
Nebraska
$253K – – –
SW
672
SVB Wealth
Massachusetts
$251K -$15.2K -193 -6%
AWP
673
Abacus Wealth Partners
California
$250K +$14.1K +178 +6%
EI
674
Ethic Inc
New York
$250K +$244K +3,094 New
Wealth Enhancement Advisory Services
675
Wealth Enhancement Advisory Services
Minnesota
$250K -$148K -1,869 -38%