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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
651
Kolinsky Wealth Management
New Jersey
$374K +$386K +4,748 New
SW
652
SVB Wealth
Massachusetts
$374K -$15.8K -194 -4%
MFG
653
Merit Financial Group
Georgia
$374K -$67.1K -825 -15%
PFS
654
Prospera Financial Services
Texas
$371K +$20.3K +249 +6%
SCM
655
Schnieders Capital Management
California
$370K – – –
MWM
656
Meridian Wealth Management
Kentucky
$366K +$379K +4,653 New
FG
657
Foster Group
Iowa
$363K +$1.47K +18 +0.4%
TSS
658
Two Sigma Securities
New York
$363K +$375K +4,607 New
OPOWM
659
One Plus One Wealth Management
Florida
$362K -$80.9K -994 -18%
BST
660
Bath Savings Trust
Maine
$362K – – –
SF
661
Summit Financial
New Jersey
$361K +$373K +4,582 New
Vontobel Holding
662
Vontobel Holding
Switzerland
$361K -$88.3K -1,085 -19%
GSEP
663
Golden State Equity Partners
California
$361K +$373K +4,583 New
DTC
664
Davidson Trust Company
Washington
$358K – – –
BC
665
Barnett & Company
Tennessee
$356K – – –
IGAM
666
iA Global Asset Management
Quebec, Canada
$356K -$20K -246 -5%
DWP
667
Daymark Wealth Partners
Ohio
$355K -$10.4K -128 -3%
XF
668
XML Financial
Maryland
$355K -$5.86K -72 -2%
BFS
669
Bradley Foster & Sargent
Connecticut
$355K +$10.7K +131 +3%
MIF
670
Mediolanum International Funds
Ireland
$354K -$315K -3,871 -45%
IA
671
IFG Advisory
Georgia
$352K +$364K +4,473 New
9WM
672
9258 Wealth Management
Ohio
$351K – – –
SPL
673
Smart Portfolios LLC
Washington
$347K +$65.1K +800 +22%
NG
674
Norden Group
Utah
$347K +$76.1K +935 +27%
MFS
675
Mirabella Financial Services
United Kingdom
$345K -$237K -2,913 -40%