We are live on ! Find out more
CP icon

Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
776
FAS Wealth Partners
Kansas
$235K – – –
VC
777
Veracity Capital
Georgia
$235K +$7.65K +93 +4%
MWM
778
Mattern Wealth Management
Kansas
$233K – – –
GIBU
779
Gulf International Bank (UK)
United Kingdom
$232K -$256K -3,109 -53%
VAS
780
Vestmark Advisory Solutions
Massachusetts
$228K +$219K +2,669 New
CAG
781
Crestwood Advisors Group
Massachusetts
$227K +$219K +2,659 New
EWM
782
Evercore Wealth Management
New York
$227K – – –
BMM
783
Buffington Mohr McNeal
Idaho
$227K -$1.23K -15 -0.6%
BS
784
Banco Santander
Spain
$226K +$1.73K +21 +0.8%
WA
785
WBH Advisory
Maryland
$225K -$25.9K -315 -11%
HWA
786
Heritage Wealth Advisors
Virginia
$225K – – –
IBOK
787
Independence Bank of Kentucky
Kentucky
$225K +$18.5K +225 +9%
1WA
788
180 Wealth Advisors
Washington
$224K -$3.95K -48 -2%
FCP
789
Fidelis Capital Partners
Florida
$222K +$4.6K +56 +2%
GAMC
790
Garner Asset Management Corp
Texas
$222K +$1.64K +20 +0.8%
IC
791
Iconiq Capital
California
$222K +$213K +2,592 New
EWA
792
EP Wealth Advisors
California
$221K +$213K +2,589 New
BFO
793
Boston Family Office
Massachusetts
$221K – – –
AA
794
Alta Advisers
United Kingdom
$220K +$212K +2,573 New
BTI
795
Blue Trust Inc
Georgia
$219K -$261K -3,175 -53%
LC
796
Lindbrook Capital
California
$217K +$65.3K +794 +46%
IA
797
Insight Advisors
Pennsylvania
$217K +$209K +2,538 New
LSAG
798
Lake Street Advisors Group
New Hampshire
$216K -$28.4K -346 -12%
LFG
799
Larson Financial Group
Missouri
$215K +$35.4K +430 +21%
LWCFA
800
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$214K -$101K -1,228 -31%
30 31
32
33 34