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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1026
Marathon Capital Management
Maryland
– -$222K -2,984 Closed
BEI
1027
Benjamin Edwards Inc
Missouri
– -$215K -2,885 Closed
SMA
1028
Sage Mountain Advisors
Georgia
– -$213K -2,860 Closed
AG
1029
Ascent Group
Virginia
– -$208K -2,789 Closed
PWM
1030
Perigon Wealth Management
California
– -$207K -2,777 Closed
BIM
1031
Bridges Investment Management
Nebraska
– -$206K -2,772 Closed
CA
1032
Callahan Advisors
Texas
– -$206K -2,770 Closed
S
1033
Sunpointe
Missouri
– -$204K -2,735 Closed
CCM
1034
Cloud Capital Management
Washington
– -$134K -1,797 Closed
AT
1035
Arlington Trust
Alabama
– -$130K -1,750 Closed
MG
1036
Mather Group
Illinois
– -$114K -1,535 Closed
WANY
1037
Wealthspire Advisors (New York)
New York
– -$95.3K -1,280 Closed
PFA
1038
Pathway Financial Advisers
Indiana
– -$90.1K -1,210 Closed
AAS
1039
Ameritas Advisory Services
Nebraska
– -$47.2K -634 Closed
PAM
1040
Parvin Asset Management
South Dakota
– -$44.7K -600 Closed
SIC
1041
Salem Investment Counselors
North Carolina
– -$39.2K -525 Closed
CT
1042
Caldwell Trust
Florida
– -$29.8K -400 Closed
NC
1043
North Capital
Utah
– -$28.6K -384 Closed
CWM
1044
Crowley Wealth Management
Delaware
– -$24.3K -326 Closed
TCM
1045
TruNorth Capital Management
Michigan
– -$21.5K -288 Closed
MNA
1046
Manning & Napier Advisors
New York
– -$6.26K -84 Closed
NFSG
1047
Newbridge Financial Services Group
Florida
– -$3.13K -42 Closed
JWM
1048
JPL Wealth Management
Colorado
– -$2.16K -29 Closed
TCA
1049
Trifecta Capital Advisors
Illinois
– -$2.09K -28 Closed
HHGA
1050
Halbert Hargrove Global Advisors
California
– -$2.01K -27 Closed
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