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Canadian Pacific Kansas City

Name Holding Trade Value Shares
Change
Change in
Stake
CH
851
Canton Hathaway
Rhode Island
$49K – – –
ZB
852
Zions Bancorporation
Utah
$48K – – –
AWM
853
AllSquare Wealth Management
New York
$47.7K – – –
RA
854
Rational Advisors
New York
$47K – – –
VWM
855
Venturi Wealth Management
Texas
$45.5K – – –
MSWM
856
McGlone Suttner Wealth Management
Wisconsin
$44.7K +$41.4K +565 New
PPC
857
Park Place Capital
Alabama
$44K – – –
IBOK
858
Independence Bank of Kentucky
Kentucky
$43.5K +$40.3K +550 New
AFS
859
Annapolis Financial Services
Maryland
$42.6K -$1.02K -14 -3%
SWM
860
Sugarloaf Wealth Management
Georgia
$41.7K – – –
AIM
861
Anchor Investment Management
South Carolina
$39.5K – – –
CHA
862
Carmichael Hill & Associates
Maryland
$39.5K – – –
CT
863
Colonial Trust
South Carolina
$39.5K – – –
FP
864
Financial Perspectives
Minnesota
$39.5K – – –
HDIM
865
Hanson & Doremus Investment Management
Vermont
$39K -$6.15K -84 -14%
TFIPS
866
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38K +$35.1K +480 New
Kayne Anderson Rudnick Investment Management
867
Kayne Anderson Rudnick Investment Management
California
$34.4K – – –
M
868
MOTCO
Texas
$32.9K – – –
FWM
869
FSA Wealth Management
Massachusetts
$32K +$29.3K +400 New
Sands Capital Management
870
Sands Capital Management
Virginia
$31.9K -$659 -9 -2%
LOIP
871
Live Oak Investment Partners
Texas
$29.9K – – –
PMFA
872
Plante Moran Financial Advisors
Michigan
$29.6K -$27.5K -375 -50%
OAJ
873
Ogorek Anthony Joseph
New York
$29K – – –
AW
874
Avion Wealth
Texas
$28K – – –
SVCP
875
Silicon Valley Capital Partners
California
$24.7K +$73 +1 +0.3%