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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
701
Poehling Capital Management
Wisconsin
$317K – – –
JFG
702
Jefferies Financial Group
New York
$314K – – –
CGL
703
Clarius Group LLC
Washington
$309K -$70.2K -913 -19%
NRW
704
Nova R Wealth
Kansas
$307K -$30.8K -401 -9%
RBWA
705
RFG - Bristol Wealth Advisors
Massachusetts
$304K – – –
LFG
706
Larson Financial Group
Missouri
$302K -$8.08K -105 -3%
TSWM
707
Triangle Securities Wealth Management
North Carolina
$302K – – –
CD
708
Chapin Davis
Maryland
$301K +$2.85K +37 +1%
AAP
709
Arax Advisory Partners
Colorado
$299K -$73.1K -950 -20%
Lido Advisors
710
Lido Advisors
California
$296K -$206K -2,681 -42%
UCFA
711
United Capital Financial Advisors
Texas
$294K -$27.5K -357 -9%
MF
712
Montis Financial
Massachusetts
$291K – – –
IA
713
IFG Advisory
Georgia
$289K -$16.2K -211 -5%
FLPIM
714
F.L. Putnam Investment Management
Massachusetts
$289K +$280K +3,646 New
MA
715
Montag & Associates
Georgia
$289K -$55.8K -725 -17%
SA
716
Sovran Advisors
California
$287K -$64.8K -842 -19%
SCG
717
Sonata Capital Group
Washington
$286K – – –
GGA
718
Granite Group Advisors
Connecticut
$284K – – –
IF
719
Intrua Financial
Texas
$281K – – –
ECM
720
Evergreen Capital Management
Washington
$279K -$261K -3,389 -49%
NPT
721
Nixon Peabody Trust
Massachusetts
$277K – – –
BPWM
722
BCS Private Wealth Management
New Jersey
$275K +$267K +3,465 New
GI
723
GAMCO Investors
Connecticut
$275K +$267K +3,466 New
TWM
724
Tanager Wealth Management
United Kingdom
$274K +$13.9K +181 +6%
VFA
725
Valeo Financial Advisors
Indiana
$272K +$1.69K +22 +0.6%