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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
WETS
701
Wealth Enhancement Trust Services
South Dakota
$247K +$160K +2,025 +181%
MIM
702
Morningstar Investment Management
Illinois
$247K -$29.7K -376 -11%
SPC
703
Sigma Planning Corp
Michigan
$246K -$1.03K -13 -0.4%
PI
704
PFG Investments
New York
$243K +$237 +3 +0.1%
CD
705
Chapin Davis
Maryland
$243K -$32K -405 -12%
AT
706
American Trust
Kentucky
$242K -$4.11K -52 -2%
AWM
707
Aprio Wealth Management
Georgia
$241K -$47.4K -600 -16%
FNT
708
First Nebraska Trust
Nebraska
$239K – – –
PP
709
Patron Partners
Texas
$239K – – –
AWP
710
Abacus Wealth Partners
California
$239K -$711 -9 -0.3%
RhumbLine Advisers
711
RhumbLine Advisers
Massachusetts
$239K -$117K -1,475 -33%
EWA
712
Emergent Wealth Advisors
New York
$236K -$1.19K -15 -0.5%
GWP
713
Gateway Wealth Partners
Wisconsin
$236K +$237K +3,003 New
QWM
714
Quaker Wealth Management
New Jersey
$236K – – –
MBI
715
Montrusco Bolton Investments
Quebec, Canada
$236K +$19.6K +248 +9%
SW
716
SMART Wealth
Nebraska
$235K +$4.43K +56 +2%
CAG
717
Crestwood Advisors Group
Massachusetts
$232K +$233K +2,944 New
XT
718
XTX Topco
Cayman Islands
$230K -$507K -6,418 -69%
AU
719
AlphaGrep UK
$228K +$229K +2,902 New
FB
720
Fulton Bank
Pennsylvania
$228K -$4.66K -59 -2%
OHWP
721
Oak Harbor Wealth Partners
North Carolina
$227K – – –
BI
722
Berkeley Inc
Idaho
$227K – – –
UB
723
Umpqua Bank
Oregon
$227K – – –
WAM
724
Westport Asset Management
Connecticut
$227K – – –
GHA
725
GW Henssler & Associates
Georgia
$227K – – –