We are live on ! Find out more
CP icon

Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
701
Sigma Planning Corp
Michigan
$323K -$24.3K -295 -7%
EWA
702
Emergent Wealth Advisors
New York
$322K – – –
FFM
703
Forum Financial Management
Illinois
$321K -$164 -2 -0.1%
NFG
704
Nations Financial Group
Iowa
$321K +$83.1K +1,011 +37%
PSB
705
Passumpsic Savings Bank
Vermont
$321K – – –
MF
706
Montis Financial
Massachusetts
$314K – – –
PCMK
707
Paragon Capital Management (Kansas)
Kansas
$309K – – –
UCFA
708
United Capital Financial Advisors
Texas
$308K -$7.56K -92 -2%
SCG
709
Sonata Capital Group
Washington
$308K – – –
CT
710
Coastline Trust
Rhode Island
$308K – – –
MAS
711
Meeder Advisory Services
Ohio
$308K +$19.6K +238 +7%
C
712
Certuity
Florida
$307K +$68.6K +834 +30%
OFS
713
OneAscent Financial Services
Alabama
$307K +$10K +122 +4%
WS
714
Wedbush Securities
California
$306K -$390K -4,746 -57%
SCP
715
Sivia Capital Partners
California
$305K +$28.1K +342 +11%
EH
716
Equitable Holdings
New York
$305K -$329 -4 -0.1%
PWM
717
Perigon Wealth Management
California
$305K +$34.9K +424 +13%
CMS
718
Capital Market Strategies
Florida
$299K – – –
NPT
719
Nixon Peabody Trust
Massachusetts
$299K – – –
CIA
720
Capital Investment Advisors
Georgia
$299K +$493 +6 +0.2%
M
721
Murchinson
Ontario, Canada
$296K +$285K +3,463 New
MGIA
722
Moneta Group Investment Advisors
Missouri
$295K +$73.3K +892 +35%
SFG
723
Sterling Financial Group
California
$294K – – –
BBW
724
Blue Barn Wealth
Utah
$292K +$11.4K +139 +4%
LWP
725
LMG Wealth Partners
Louisiana
$288K – – –
27 28
29
30 31