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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
626
Grandview Asset Management
Pennsylvania
$2.19M -$348K -2,150 -13%
SWS
627
SYSTM Wealth Solutions
Illinois
$2.18M -$155K -957 -6%
BFG
628
Bleakley Financial Group
New Jersey
$2.18M -$193K -1,194 -8%
SS
629
Simplicity Solutions
Minnesota
$2.18M -$170K -1,053 -7%
SIP
630
Stoneridge Investment Partners
Pennsylvania
$2.17M +$2.3M +14,213 New
MCP
631
Mirador Capital Partners
California
$2.16M +$40.3K +249 +2%
CFB
632
Cullen/Frost Bankers
Texas
$2.14M -$444K -2,741 -16%
DL
633
DOHJ LLC
Washington
$2.13M +$36.2K +224 +2%
RWA
634
River Wealth Advisors
Pennsylvania
$2.12M +$110K +678 +5%
CSPIA
635
Cary Street Partners Investment Advisory
Virginia
$2.11M +$327K +2,021 +17%
ECM
636
ExodusPoint Capital Management
New York
$2.11M +$2.24M +13,844 New
FLI
637
Family Legacy Inc
South Carolina
$2.1M +$27.8K +172 +1%
PWA
638
Providence Wealth Advisors
Illinois
$2.1M +$749K +4,629 +50%
GH
639
GAM Holding
Switzerland
$2.1M +$485 +3 +0%
BTWM
640
Baker Tilly Wealth Management
Wisconsin
$2.1M -$1.49M -9,210 -40%
TFA
641
Toth Financial Advisory
Virginia
$2.1M -$39K -241 -2%
NGA
642
Naples Global Advisors
Florida
$2.09M +$156K +963 +8%
TIMH
643
Tilt Investment Management Holdings
New York
$2.08M – – –
SIG
644
Stonegate Investment Group
Alabama
$2.08M -$114K -705 -5%
DTL
645
Dynamic Technology Lab
Singapore
$2.07M +$961K +5,942 +78%
KTM
646
Keeler Thomas Management
Utah
$2.07M -$74.4K -460 -3%
ASBI
647
American State Bank (Iowa)
Iowa
$2.06M – – –
CAM
648
Covenant Asset Management
New Jersey
$2.06M +$8.09K +50 +0.4%
SWP
649
Stratos Wealth Partners
Ohio
$2.06M -$50K -309 -2%
SIS
650
Strategic Investment Solutions
Illinois
$2.06M +$2.03M +12,560 +6,978%
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