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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
APWM
701
Argonautica Private Wealth Management
Massachusetts
$299K +$12.7K +156 +4%
PP
702
Patron Partners
Texas
$299K
EWA
703
Emergent Wealth Advisors
New York
$297K
FFM
704
Forum Financial Management
Illinois
$296K
PSB
705
Passumpsic Savings Bank
Vermont
$295K
LFA
706
Legacy Financial Advisors
Kentucky
$295K -$6.51K -80 -2%
VWM
707
Venturi Wealth Management
Texas
$294K +$257K +3,162 +549%
UCFA
708
United Capital Financial Advisors
Texas
$291K +$9.12K +112 +3%
MF
709
Montis Financial
Massachusetts
$289K
PCMK
710
Paragon Capital Management (Kansas)
Kansas
$284K
SCG
711
Sonata Capital Group
Washington
$284K
EWA
712
Exencial Wealth Advisors
Oklahoma
$284K -$67K -823 -19%
CT
713
Coastline Trust
Rhode Island
$283K
EH
714
Equitable Holdings
New York
$281K +$24.9K +306 +9%
TL
715
Tradewinds LLC
North Carolina
$276K +$285K +3,504 New
MGIA
716
Moneta Group Investment Advisors
Missouri
$276K +$2.28K +28 +1%
CMS
717
Capital Market Strategies
Florida
$276K
NPT
718
Nixon Peabody Trust
Massachusetts
$276K
CIA
719
Capital Investment Advisors
Georgia
$274K
Tudor Investment Corp
720
Tudor Investment Corp
Connecticut
$273K +$282K +3,463 New
OFS
721
OneAscent Financial Services
Alabama
$272K -$36.1K -444 -11%
SFG
722
Sterling Financial Group
California
$271K +$280K +3,442 New
MWM
723
Merriman Wealth Management
Washington
$270K
NGA
724
Naples Global Advisors
Florida
$268K -$11K -135 -4%
DAS
725
Diversify Advisory Services
Utah
$267K +$26K +320 +10%