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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
901
HMS Capital Management
Tennessee
$689K +$55.2K +399 +9%
PAM
902
Paradigm Asset Management
New York
$687K -$41.5K -300 -6%
BSB
903
Bangor Savings Bank
Maine
$683K +$42.2K +305 +7%
PFS
904
Prospera Financial Services
Texas
$682K +$121K +872 +22%
NP
905
Ninepoint Partners
Ontario, Canada
$678K -$443K -3,202 -40%
NPF
906
Norris Perne & French
Michigan
$678K +$138 +1 +0%
ET
907
Equitable Trust
Tennessee
$675K -$65.4K -473 -9%
WB
908
WesBanco Bank
West Virginia
$671K +$145K +1,050 +28%
SP
909
Symmetry Partners
Connecticut
$668K -$91.5K -662 -12%
UR
910
USCA RIA
Texas
$667K +$1.94K +14 +0.3%
APP
911
Avantax Planning Partners
Iowa
$664K +$58.5K +423 +10%
CA
912
CSM Advisors
Pennsylvania
$661K +$652K +4,719 New
NRA
913
NSI Retail Advisors
Pennsylvania
$661K +$652K +4,719 New
TI
914
Tidal Investments
Wisconsin
$657K +$219K +1,584 +51%
NFG
915
Nations Financial Group
Iowa
$655K -$379K -2,744 -37%
AWM
916
Aberdeen Wealth Management
Illinois
$652K – – –
WA
917
WealthTrust Axiom
Pennsylvania
$652K – – –
UF
918
Univest Financial
Pennsylvania
$651K -$74.8K -541 -10%
EF
919
Empirical Finance
Pennsylvania
$650K +$91.1K +659 +17%
PFO
920
Pathstone Family Office
New Jersey
$650K +$217K +1,568 +51%
FCM
921
Fortis Capital Management
Washington
$645K +$179K +1,292 +39%
SC
922
SouthState Corp
Florida
$643K -$15.1K -109 -2%
BSW
923
Buckingham Strategic Wealth
Missouri
$640K -$121K -877 -16%
PCM
924
Perritt Capital Management
Illinois
$640K – – –
TFS
925
TrustCore Financial Services
Tennessee
$640K – – –
35 36
37
38 39