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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
1051
Meeder Advisory Services
Ohio
– -$206K -2,853 Closed
MWM
1052
Modera Wealth Management
New Jersey
– -$205K -2,835 Closed
MWM
1053
Mission Wealth Management
California
– -$205K -2,834 Closed
PI
1054
PFG Investments
New York
– -$205K -2,829 Closed
SP
1055
Successful Portfolios
Florida
– -$203K -2,809 Closed
EI
1056
Ethic Inc
New York
– -$203K -2,808 Closed
FCP
1057
Fidelis Capital Partners
Florida
– -$208K -2,780 Closed
PFA
1058
Pathway Financial Advisers
Indiana
– -$87.4K -1,208 Closed
AIP
1059
Arrowpoint Investment Partners
Singapore
– -$39.8K -550 Closed
SVCP
1060
Silicon Valley Capital Partners
California
– -$22.7K -313 Closed
HCA
1061
Heck Capital Advisors
Wisconsin
– -$22.4K -309 Closed
EF
1062
Empowered Funds
Pennsylvania
– -$21.8K -301 Closed
CWM
1063
Centricity Wealth Management
Ohio
– -$17.2K -237 Closed
FW
1064
Fairway Wealth
Ohio
– -$14.1K -195 Closed
CF
1065
Conquis Financial
California
– -$12.6K -174 Closed
CAS
1066
Coppell Advisory Solutions
Texas
– -$8.99K -125 Closed
TPW
1067
Talon Private Wealth
Florida
– -$8.61K -119 Closed
API
1068
Asset Planning Inc
California
– -$7.24K -100 Closed
CIA
1069
Cape Investment Advisory
Georgia
– -$6.88K -95 Closed
OA
1070
Operose Advisors
Wisconsin
– -$6.88K -95 Closed
EBA
1071
Eagle Bay Advisors
New York
– -$6.22K -86 Closed
MTIC
1072
Missouri Trust & Investment Company
Missouri
– -$5.43K -75 Closed
RWS
1073
Retirement Wealth Solutions
Wisconsin
– -$5K -67 Closed
SSB
1074
Sandy Spring Bank
Maryland
– -$4.49K -62 Closed
VHAM
1075
Van Hulzen Asset Management
California
– -$2.75K -38 Closed
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