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Waste Connections
WCN

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
701
Transamerica Financial Advisors
Florida
$30.5K +$23.3K +135 +346%
KFP
702
Kerr Financial Planning
California
$30.4K – – –
LC
703
Lavaca Capital
Texas
$28.9K – – –
SIC
704
SJS Investment Consulting
Ohio
$27.5K +$27.1K +157 New
ADL
705
Asset Dedication LLC
California
$26.3K – – –
MHR
706
Matthew Hamilton Rosenberg
$26.3K – – –
BIA
707
Bell Investment Advisors
California
$26K +$4.49K +26 +21%
CHC
708
City Holding Co
West Virginia
$26K +$25.6K +148 New
SAG
709
SageView Advisory Group
California
$22.3K +$21.9K +127 New
MWPCG
710
Measured Wealth Private Client Group
New Hampshire
$22.3K -$3.8K -22 -15%
EI
711
EFG International
$21.9K +$21.6K +125 New
TCOV
712
Trust Company of Vermont
Vermont
$21K – – –
RFP
713
Root Financial Partners
California
$21K +$6.57K +38 +46%
CPG
714
Cornerstone Planning Group
New Jersey
$21K +$21.1K +122 +6,100%
PWA
715
Physician Wealth Advisors
Utah
$20.9K +$19.5K +113 +1,883%
MA
716
Montag & Associates
Georgia
$20.4K -$173 -1 -0.8%
IUHSA
717
Itau Unibanco Holding S.A.
Brazil
$18.8K +$18.5K +107 New
BBHC
718
Brown Brothers Harriman & Co
New York
$18.1K -$14.7K -85 -45%
PGAM
719
Princeton Global Asset Management
New Jersey
$17.4K – – –
PWMG
720
Prestige Wealth Management Group
New Jersey
$17K – – –
JWA
721
JFS Wealth Advisors
Pennsylvania
$15.8K +$4.49K +26 +41%
SS
722
SBI Securities
Japan
$15.8K -$10.4K -60 -40%
JGIA
723
Jackson Grant Investment Advisers
Connecticut
$15.5K – – –
CIAS
724
CBIZ Investment Advisory Services
Ohio
$15.4K +$12.3K +71 +418%
CFM
725
Cornerstone Financial Management
Massachusetts
$14.9K +$14.7K +85 New
27 28
29
30 31