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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
876
Confluence Wealth Services
Pennsylvania
$996K +$960K +5,968 New
JCA
877
January Capital Advisors
California
$995K +$958K +5,960 New
FA
878
FDx Advisors
Illinois
$992K -$17.5K -109 -2%
JIP
879
JBJ Investment Partners
South Carolina
$989K -$349K -2,168 -27%
MFG
880
Merit Financial Group
Georgia
$989K +$2.41K +15 +0.3%
MWC
881
MBM Wealth Consultants
Missouri
$987K +$13.2K +82 +1%
CC
882
Chicago Capital
Illinois
$977K – – –
BAMF
883
BI Asset Management Fondsmaeglerselskab
Denmark
$976K – – –
FWP
884
FAS Wealth Partners
Kansas
$976K +$16.7K +104 +2%
ITFISA
885
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$974K +$43.4K +270 +5%
WG
886
Welch Group
Alabama
$972K -$20.1K -125 -2%
VVP
887
Venture Visionary Partners
Ohio
$970K – – –
CP
888
Capital Planning
Washington
$968K – – –
AWA
889
Arkadios Wealth Advisors
Georgia
$962K -$96.5K -600 -9%
EFS
890
Essex Financial Services
Connecticut
$961K -$9.16K -57 -1%
PWM
891
Palumbo Wealth Management
New York
$946K +$47.4K +295 +5%
MFW
892
Meristem Family Wealth
Minnesota
$944K – – –
AT
893
American Trust
Kentucky
$943K +$909K +5,651 New
NFG
894
Nations Financial Group
Iowa
$942K -$4.18K -26 -0.5%
TFS
895
Thoroughbred Financial Services
Tennessee
$942K +$91K +566 +11%
VHAM
896
Van Hulzen Asset Management
California
$938K -$76.4K -475 -8%
WF
897
Welch & Forbes
Massachusetts
$935K – – –
CFGS
898
Concourse Financial Group Securities
Alabama
$933K +$31.4K +195 +4%
CT
899
Clearstead Trust
Maine
$932K – – –
V
900
VeraBank
Texas
$929K +$28.8K +179 +3%
34 35
36
37 38