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WCN

Waste Connections
WCN

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
701
Kerr Financial Planning
California
$30.4K – – –
LC
702
Lavaca Capital
Texas
$28.9K – – –
SIC
703
SJS Investment Consulting
Ohio
$27.5K +$27.1K +157 New
ADL
704
Asset Dedication LLC
California
$26.3K – – –
MHR
705
Matthew Hamilton Rosenberg
$26.3K – – –
BIA
706
Bell Investment Advisors
California
$26K +$4.49K +26 +21%
CHC
707
City Holding Co
West Virginia
$26K +$25.6K +148 New
SAG
708
SageView Advisory Group
California
$22.3K +$21.9K +127 New
MWPCG
709
Measured Wealth Private Client Group
New Hampshire
$22.3K -$3.8K -22 -15%
EI
710
EFG International
$21.9K +$21.6K +125 New
TCOV
711
Trust Company of Vermont
Vermont
$21K – – –
RFP
712
Root Financial Partners
California
$21K +$6.57K +38 +46%
CPG
713
Cornerstone Planning Group
New Jersey
$21K +$21.1K +122 +6,100%
PWA
714
Physician Wealth Advisors
Utah
$20.9K +$19.5K +113 +1,883%
MA
715
Montag & Associates
Georgia
$20.4K -$173 -1 -0.8%
IUHSA
716
Itau Unibanco Holding S.A.
Brazil
$18.8K +$18.5K +107 New
BBHC
717
Brown Brothers Harriman & Co
New York
$18.1K -$14.7K -85 -45%
PGAM
718
Princeton Global Asset Management
New Jersey
$17.4K – – –
PWMG
719
Prestige Wealth Management Group
New Jersey
$17K – – –
JWA
720
JFS Wealth Advisors
Pennsylvania
$15.8K +$4.49K +26 +41%
SS
721
SBI Securities
Japan
$15.8K -$10.4K -60 -40%
JGIA
722
Jackson Grant Investment Advisers
Connecticut
$15.5K – – –
CIAS
723
CBIZ Investment Advisory Services
Ohio
$15.4K +$12.3K +71 +418%
CFM
724
Cornerstone Financial Management
Massachusetts
$14.9K +$14.7K +85 New
SA
725
Scarborough Advisors
Maryland
$14.6K +$346 +2 +2%
27 28
29
30 31