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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
MA
676
Montag & Associates
Georgia
$344K – – –
AIA
677
Alera Investment Advisors
Illinois
$338K -$794K -9,756 -69%
WTB
678
Washington Trust Bank
Washington
$336K -$8.46K -104 -2%
AWA
679
Arkadios Wealth Advisors
Georgia
$336K +$28.9K +355 +9%
NRW
680
Nova R Wealth
Kansas
$335K +$488 +6 +0.1%
AI
681
Atom Investors
Texas
$335K +$346K +4,251 New
FNBOH
682
First National Bank of Hutchinson
Kansas
$333K +$345K +4,235 New
LWCFA
683
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$333K – – –
BBA
684
BLB&B Advisors
Pennsylvania
$333K – – –
BFG
685
Bleakley Financial Group
New Jersey
$332K -$10.1K -124 -3%
PP
686
PDS Planning
Ohio
$332K +$21.9K +269 +7%
AFG
687
Atomi Financial Group
New York
$331K +$8.63K +106 +3%
SW
688
Simplicity Wealth
New Jersey
$330K -$9.44K -116 -3%
BIM
689
Baldwin Investment Management
Pennsylvania
$329K -$1.14K -14 -0.3%
SWS
690
SYSTM Wealth Solutions
Illinois
$329K -$843K -10,353 -71%
DAS
691
Dynamic Advisor Solutions
Arizona
$326K +$68.5K +842 +25%
PAA
692
Peregrine Asset Advisers
Oregon
$325K – – –
LC
693
LCNB Corp
Ohio
$322K – – –
SPC
694
Sigma Planning Corp
Michigan
$320K -$112K -1,378 -25%
KIA
695
Knollwood Investment Advisory
Maryland
$318K +$68.7K +844 +26%
WGAM
696
Wilkinson Global Asset Management
New York
$318K – – –
ECM
697
EagleClaw Capital Management
Massachusetts
$316K +$42.7K +525 +15%
PCM
698
Poehling Capital Management
Wisconsin
$315K – – –
DIM
699
Delta Investment Management
California
$310K -$14.7K -181 -4%
AWM
700
Axxcess Wealth Management
California
$308K -$382K -4,693 -55%