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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1026
Portside Wealth Group
Utah
– -$524K -7,239 Closed
CCIA
1027
Campbell & Co Investment Adviser
Maryland
– -$493K -6,809 Closed
NG
1028
Norden Group
Utah
– -$479K -6,623 Closed
A
1029
Allianz
Germany
– -$463K -6,391 Closed
SW
1030
SteelPeak Wealth
California
– -$380K -5,244 Closed
LCWP
1031
Legacy Capital Wealth Partners
Arkansas
– -$358K -4,951 Closed
GCP
1032
GSA Capital Partners
United Kingdom
– -$301K -4,154 Closed
DWM
1033
Diversify Wealth Management
Utah
– -$308K -4,130 Closed
SG
1034
Straightline Group
Michigan
– -$297K -4,099 Closed
BFG
1035
Bleakley Financial Group
New Jersey
– -$288K -3,985 Closed
OFS
1036
OneAscent Financial Services
Alabama
– -$271K -3,745 Closed
AO
1037
Advisor OS
Illinois
– -$259K -3,584 Closed
AT
1038
American Trust
Kentucky
– -$252K -3,487 Closed
LGW
1039
Leslie Global Wealth
Illinois
– -$252K -3,481 Closed
AWM
1040
Axxcess Wealth Management
California
– -$243K -3,357 Closed
AWA
1041
Arkadios Wealth Advisors
Georgia
– -$232K -3,208 Closed
RCAG
1042
Rehmann Capital Advisory Group
Michigan
– -$232K -3,207 Closed
SCP
1043
Sivia Capital Partners
California
– -$225K -3,102 Closed
AWS
1044
Atria Wealth Solutions
New York
– -$222K -3,072 Closed
IAA
1045
Ironsides Asset Advisors
North Carolina
– -$218K -3,015 Closed
SWM
1046
SeaCrest Wealth Management
New York
– -$214K -2,956 Closed
SMA
1047
Sage Mountain Advisors
Georgia
– -$214K -2,953 Closed
NWAG
1048
Net Worth Advisory Group
Utah
– -$214K -2,951 Closed
BBW
1049
Blue Barn Wealth
Utah
– -$213K -2,937 Closed
BC
1050
Burney Company
Virginia
– -$208K -2,869 Closed
40 41
42
43 44