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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1051
Diversify Advisory Services
Utah
– -$251K -3,154 Closed
PA
1052
Procyon Advisors
Connecticut
– -$259K -3,030 Closed
CFG
1053
Citizens Financial Group
Rhode Island
– -$253K -2,953 Closed
WFI
1054
West Family Investments
California
– -$244K -2,858 Closed
DWT
1055
Dorsey & Whitney Trust
South Dakota
– -$243K -2,839 Closed
BTWM
1056
Baker Tilly Wealth Management
Wisconsin
– -$240K -2,803 Closed
ACGA
1057
Atlanta Consulting Group Advisors
Georgia
– -$238K -2,779 Closed
BEI
1058
Benjamin Edwards Inc
Missouri
– -$235K -2,743 Closed
FWP
1059
FAS Wealth Partners
Kansas
– -$235K -2,743 Closed
VC
1060
Veracity Capital
Georgia
– -$235K -2,742 Closed
MWM
1061
Mattern Wealth Management
Kansas
– -$233K -2,719 Closed
CAG
1062
Crestwood Advisors Group
Massachusetts
– -$227K -2,659 Closed
EWM
1063
Evercore Wealth Management
New York
– -$227K -2,651 Closed
BMM
1064
Buffington Mohr McNeal
Idaho
– -$227K -2,650 Closed
BS
1065
Banco Santander
Spain
– -$226K -2,645 Closed
WA
1066
WBH Advisory
Maryland
– -$225K -2,627 Closed
1WA
1067
180 Wealth Advisors
Washington
– -$224K -2,619 Closed
GAMC
1068
Garner Asset Management Corp
Texas
– -$222K -2,590 Closed
EWA
1069
EP Wealth Advisors
California
– -$221K -2,589 Closed
BFO
1070
Boston Family Office
Massachusetts
– -$221K -2,588 Closed
AA
1071
Alta Advisers
United Kingdom
– -$220K -2,573 Closed
IA
1072
Insight Advisors
Pennsylvania
– -$217K -2,538 Closed
LSAG
1073
Lake Street Advisors Group
New Hampshire
– -$216K -2,520 Closed
OPOWM
1074
One Plus One Wealth Management
Florida
– -$212K -2,482 Closed
AAM
1075
Aureus Asset Management
Massachusetts
– -$211K -2,472 Closed
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