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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
901
Pathstone Family Office
New Jersey
$763K +$68.5K +458 +10%
ACP
902
Ashfield Capital Partners
California
$761K – – –
TFS
903
Thoroughbred Financial Services
Tennessee
$759K +$5.84K +39 +0.8%
AWE
904
Avidian Wealth Enterprises
Texas
$756K +$199K +1,329 +36%
EWA
905
EP Wealth Advisors
California
$755K -$540K -3,607 -42%
IWM
906
IHT Wealth Management
Illinois
$755K -$38.8K -259 -5%
RCIM
907
Red Cedar Investment Management
Michigan
$753K +$754K +5,040 New
KA
908
Kintegral Advisory
New York
$752K – – –
CT
909
Caldwell Trust
Florida
$751K +$344K +2,296 +84%
RBC
910
Roble Belko & Company
Pennsylvania
$751K – – –
BOC
911
Barbara Oil Co
Illinois
$747K – – –
BO
912
Bank OZK
Arkansas
$743K -$10.5K -70 -1%
MSCM
913
McElhenny Sheffield Capital Management
Texas
$743K +$745K +4,976 New
CCA
914
Cobblestone Capital Advisors
New York
$741K – – –
HSA
915
HBK Sorce Advisory
Pennsylvania
$740K -$9.88K -66 -1%
WFG
916
Wills Financial Group
Virginia
$737K +$296K +1,977 +67%
EF
917
Empirical Finance
Pennsylvania
$735K +$41.5K +277 +6%
PI
918
PineBridge Investments
New York
$734K -$1.25M -8,358 -63%
SHA
919
Seneca House Advisors
Virginia
$734K +$69.4K +464 +10%
ICM
920
IMS Capital Management
Oregon
$732K -$25.9K -173 -3%
SWIG
921
Strategic Wealth Investment Group
Kentucky
$726K +$735K +4,913 New
PFS
922
Prospera Financial Services
Texas
$723K -$5.09K -34 -0.7%
TFS
923
TrustCore Financial Services
Tennessee
$723K +$40.9K +273 +6%
NP
924
Ninepoint Partners
Ontario, Canada
$722K – – –
APP
925
Avantax Planning Partners
Iowa
$720K +$12.4K +83 +2%
35 36
37
38 39