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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
951
Norris Perne & French
Michigan
$712K +$78K +498 +12%
AWE
952
Avidian Wealth Enterprises
Texas
$711K +$29.1K +186 +4%
NED
953
Nancy E. Dempze
$707K -$313K -2,000 -30%
HSA
954
HBK Sorce Advisory
Pennsylvania
$706K -$64.2K -410 -8%
BW
955
Bison Wealth
Georgia
$705K +$103K +659 +17%
ICM
956
IMS Capital Management
Oregon
$704K -$19.1K -122 -3%
PSP
957
Principal Street Partners
Tennessee
$704K -$783 -5 -0.1%
FA
958
Faithward Advisors
Pennsylvania
$698K -$7.36K -47 -1%
MWM
959
Minot Wealth Management
Massachusetts
$698K +$147K +938 +26%
JWCA
960
J.W. Coons Advisors
Ohio
$696K – – –
MBT
961
Montecito Bank & Trust
California
$695K +$8.62K +55 +1%
FWIA
962
Fort Washington Investment Advisors
Ohio
$695K +$15.7K +100 +2%
BO
963
Bank OZK
Arkansas
$687K -$76K -485 -10%
OPS
964
Orion Portfolio Solutions
Nebraska
$684K +$69.9K +446 +11%
APP
965
Avantax Planning Partners
Iowa
$676K -$60.9K -389 -8%
SW
966
Solidarity Wealth
Utah
$673K – – –
ITFISA
967
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$669K -$220K -1,405 -24%
TCM
968
Tributary Capital Management
Nebraska
$663K -$18K -115 -3%
WHC
969
Wulff, Hansen & Co
California
$661K +$14.1K +90 +2%
RFN
970
RDA Financial Network
Iowa
$660K +$675K +4,311 New
MNBTD
971
Moody National Bank Trust Division
Texas
$660K +$676K +4,316 New
GL
972
Graypoint LLC
New York
$657K +$44.8K +286 +7%
BWG
973
Beta Wealth Group
California
$654K -$549K -3,507 -45%
QCG
974
Quadrant Capital Group
Ohio
$653K +$63.7K +407 +11%
MIA
975
MMBG Investment Advisors
Florida
$652K – – –
37 38
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