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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
951
RDA Financial Network
Iowa
$972K +$32.4K +193 +4%
RWB
952
RMR Wealth Builders
New Jersey
$972K +$209K +1,248 +30%
APP
953
Avantax Planning Partners
Iowa
$971K +$216K +1,289 +31%
TA
954
TCM Advisors
West Virginia
$967K – – –
MCI
955
MRP Capital Investments
Georgia
$965K -$1.31M -7,793 -59%
TPI
956
Trust Point Inc
Wisconsin
$965K +$903K +5,386 New
SWM
957
Segment Wealth Management
Texas
$962K -$25.2K -150 -3%
SC
958
SouthState Corp
Florida
$962K -$20.6K -123 -2%
CCFM
959
Clear Creek Financial Management
Washington
$960K -$22.8K -136 -2%
EFS
960
Essex Financial Services
Connecticut
$957K +$6.2K +37 +0.7%
JF
961
Jump Financial
Illinois
$946K +$189K +1,126 +27%
STA
962
Summit Trail Advisors
New York
$945K -$33.9K -202 -4%
HNWAG
963
High Net Worth Advisory Group
Florida
$943K +$97.3K +580 +12%
KCM
964
Kathmere Capital Management
Pennsylvania
$943K +$254K +1,517 +40%
CAMG
965
CWA Asset Management Group
Florida
$941K -$26.7K -159 -3%
SRA
966
Secured Retirement Advisors
Minnesota
$935K +$876K +5,222 New
VA
967
Valmark Advisers
Ohio
$935K -$5.53K -33 -0.6%
HSA
968
HBK Sorce Advisory
Pennsylvania
$929K -$128K -762 -13%
NIM
969
NEOS Investment Management
Connecticut
$928K +$243K +1,452 +39%
FB
970
Fulton Bank
Pennsylvania
$922K -$4.02K -24 -0.5%
FTIS
971
First Trust Investment Solutions
Florida
$917K +$858K +5,117 New
FNWM
972
Financial Network Wealth Management
Utah
$914K -$11.4K -68 -1%
ITFISA
973
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$912K – – –
EF
974
Empowered Funds
Pennsylvania
$908K +$139K +831 +20%
WWP
975
WR Wealth Planners
Missouri
$906K +$31.7K +189 +4%
37 38
39
40 41