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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
RA
801
Rational Advisors
New York
$45.5K +$1.2K +16 +3%
PTC
802
Private Trust Company
Ohio
$45K -$1.88K -25 -4%
AWM
803
AllSquare Wealth Management
New York
$44.8K – – –
TFM
804
TFC Financial Management
Massachusetts
$44.8K +$45.1K +600 New
HPC
805
HM Payson & Co
Maine
$44.2K – – –
AA
806
AlphaMark Advisors
Kentucky
$43K – – –
HDIM
807
Hanson & Doremus Investment Management
Vermont
$43K – – –
KC
808
Knuff & Co
California
$43K – – –
WI
809
WJ Interests
Texas
$43K +$43.3K +576 New
CLOS
810
Compagnie Lombard Odier SCmA
Switzerland
$42K +$42K +558 New
SWM
811
Spire Wealth Management
Virginia
$41K +$4.96K +66 +14%
AFS
812
Annapolis Financial Services
Maryland
$40.2K – – –
SWM
813
Sugarloaf Wealth Management
Georgia
$39.3K – – –
PP
814
Pacifica Partners
Canada
$38.9K – – –
WT
815
Washington Trust
Rhode Island
$37.3K -$18.8K -250 -33%
AIM
816
Anchor Investment Management
South Carolina
$37.3K – – –
CHA
817
Carmichael Hill & Associates
Maryland
$37.3K – – –
FP
818
Financial Perspectives
Minnesota
$37.3K – – –
HNWAG
819
High Net Worth Advisory Group
Florida
$37.3K – – –
CT
820
Colonial Trust
South Carolina
$37.3K +$37.6K +500 New
SC
821
Seldon Capital
California
$36.5K – – –
CCA
822
Column Capital Advisors
Indiana
$35.2K – – –
NFSG
823
Newbridge Financial Services Group
Florida
$34.5K – – –
Kayne Anderson Rudnick Investment Management
824
Kayne Anderson Rudnick Investment Management
California
$32.4K – – –
ME
825
McIlrath & Eck
Washington
$30K – – –