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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
651
Valeo Financial Advisors
Indiana
$276K -$9.47K -120 -3%
LWP
652
LMG Wealth Partners
Louisiana
$271K
BL
653
Balentine LLC
Georgia
$271K +$30.1K +381 +13%
MWM
654
Merriman Wealth Management
Washington
$269K
OWA
655
Opal Wealth Advisors
New York
$264K +$6.79K +86 +3%
Mitsubishi UFJ Trust & Banking
656
Mitsubishi UFJ Trust & Banking
Japan
$264K -$65.5K -830 -20%
TPCW
657
TD Private Client Wealth
New York
$263K +$257K +3,257 New
NFG
658
Nations Financial Group
Iowa
$263K -$45.5K -576 -15%
FW
659
FirstPurpose Wealth
Utah
$262K +$8.69K +110 +4%
WA1
660
Wimmer Associates 1
California
$260K
DLA
661
Douglas Lane & Associates
New York
$259K -$13.3K -169 -5%
CS
662
Comerica Securities
Michigan
$259K +$252K +3,196 New
OHWP
663
Oak Harbor Wealth Partners
North Carolina
$257K
SP
664
Successful Portfolios
Florida
$256K +$250K +3,163 New
AWM
665
Angeles Wealth Management
California
$255K +$250K +3,162 New
BWP
666
Baldwin Wealth Partners
Massachusetts
$255K +$1.9K +24 +0.8%
BBW
667
Blue Barn Wealth
Utah
$255K -$4.03K -51 -2%
AF
668
Aldebaran Financial
$253K
FNT
669
First Nebraska Trust
Nebraska
$253K
SW
670
SVB Wealth
Massachusetts
$251K -$15.2K -193 -6%
AWP
671
Abacus Wealth Partners
California
$250K +$14.1K +178 +6%
EI
672
Ethic Inc
New York
$250K +$244K +3,094 New
Wealth Enhancement Advisory Services
673
Wealth Enhancement Advisory Services
Minnesota
$250K -$148K -1,869 -38%
KWM
674
Kolinsky Wealth Management
New Jersey
$249K +$395 +5 +0.2%
MAS
675
Meeder Advisory Services
Ohio
$245K +$240K +3,037 New