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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
726
Valeo Financial Advisors
Indiana
$283K +$9.99K +119 +4%
KIA
727
Knollwood Investment Advisory
Maryland
$282K – – –
GRP
728
Global Retirement Partners
California
$282K +$19.6K +233 +8%
Jones Financial Companies
729
Jones Financial Companies
Missouri
$282K +$97.2K +1,158 +57%
PWM
730
Perigon Wealth Management
California
$280K +$267K +3,179 New
AGC
731
Aspen Grove Capital
Colorado
$279K – – –
SP
732
Successful Portfolios
Florida
$276K -$2.43K -29 -0.9%
AWM
733
Angeles Wealth Management
California
$276K +$504 +6 +0.2%
BC
734
Burney Company
Virginia
$276K – – –
HC
735
Henshaw Capital
Massachusetts
$274K – – –
MAS
736
Meeder Advisory Services
Ohio
$271K +$8.98K +107 +4%
BP
737
BBR Partners
New York
$271K +$32.7K +390 +15%
DAS
738
Diversify Advisory Services
Utah
$270K +$258K +3,077 New
SRC
739
Stone Run Capital
New York
$270K – – –
EWA
740
EP Wealth Advisors
California
$269K +$27.1K +323 +12%
FNT
741
First Nebraska Trust
Nebraska
$268K – – –
ES
742
ETF Store
Kansas
$268K +$255K +3,039 New
CBFP
743
Cedar Brook Financial Partners
Ohio
$268K +$5.37K +64 +2%
AAM
744
Aureus Asset Management
Massachusetts
$266K – – –
QWM
745
Quaker Wealth Management
New Jersey
$265K – – –
GPA
746
Garrison Point Advisors
California
$265K – – –
BBW
747
Blue Barn Wealth
Utah
$264K +$17.3K +206 +7%
WA
748
WBH Advisory
Maryland
$264K -$41K -488 -14%
ANBT
749
American National Bank & Trust
Texas
$262K – – –
AWP
750
Abacus Wealth Partners
California
$261K +$3.11K +37 +1%