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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1026
Papamarkou Wellner Asset Management
New York
– -$227K -3,045 Closed
GPA
1027
Garrison Point Advisors
California
– -$223K -3,000 Closed
MCM
1028
Marathon Capital Management
Maryland
– -$222K -2,984 Closed
BEI
1029
Benjamin Edwards Inc
Missouri
– -$215K -2,885 Closed
SMA
1030
Sage Mountain Advisors
Georgia
– -$213K -2,860 Closed
AG
1031
Ascent Group
Virginia
– -$208K -2,789 Closed
PWM
1032
Perigon Wealth Management
California
– -$207K -2,777 Closed
BIM
1033
Bridges Investment Management
Nebraska
– -$206K -2,772 Closed
CA
1034
Callahan Advisors
Texas
– -$206K -2,770 Closed
S
1035
Sunpointe
Missouri
– -$204K -2,735 Closed
CCM
1036
Cloud Capital Management
Washington
– -$134K -1,797 Closed
AT
1037
Arlington Trust
Alabama
– -$130K -1,750 Closed
MG
1038
Mather Group
Illinois
– -$114K -1,535 Closed
WANY
1039
Wealthspire Advisors (New York)
New York
– -$95.3K -1,280 Closed
PFA
1040
Pathway Financial Advisers
Indiana
– -$90.1K -1,210 Closed
AAS
1041
Ameritas Advisory Services
Nebraska
– -$47.2K -634 Closed
PAM
1042
Parvin Asset Management
South Dakota
– -$44.7K -600 Closed
SIC
1043
Salem Investment Counselors
North Carolina
– -$39.2K -525 Closed
CT
1044
Caldwell Trust
Florida
– -$29.8K -400 Closed
NC
1045
North Capital
Utah
– -$28.6K -384 Closed
CWM
1046
Crowley Wealth Management
Delaware
– -$24.3K -326 Closed
TCM
1047
TruNorth Capital Management
Michigan
– -$21.5K -288 Closed
MNA
1048
Manning & Napier Advisors
New York
– -$6.26K -84 Closed
NFSG
1049
Newbridge Financial Services Group
Florida
– -$3.13K -42 Closed
JWM
1050
JPL Wealth Management
Colorado
– -$2.16K -29 Closed
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