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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1001
Clearview Wealth Advisors
Oregon
$656K +$22.8K +138 +3%
LW
1002
Linscomb Wealth
Texas
$656K +$85.3K +517 +14%
XF
1003
XML Financial
Maryland
$653K +$672K +4,073 New
SW
1004
Solidarity Wealth
Utah
$652K +$8.42K +51 +1%
HNWAG
1005
High Net Worth Advisory Group
Florida
$651K – – –
FAIM
1006
Financial Advocates Investment Management
Washington
$650K +$11.4K +69 +2%
AWM
1007
Aberdeen Wealth Management
Illinois
$645K – – –
OCM
1008
Orleans Capital Management
Louisiana
$644K – – –
TL
1009
Tradewinds LLC
North Carolina
$642K +$9.41K +57 +1%
ET
1010
Equitable Trust
Tennessee
$635K – – –
SA
1011
SL Advisors
New Jersey
$634K -$6.27K -38 -1%
FMWA
1012
Forvis Mazars Wealth Advisors
Missouri
$629K -$4.79K -29 -0.7%
RCG
1013
Regatta Capital Group
California
$629K +$41.3K +250 +6%
KA
1014
Kercheville Advisors
Texas
$625K – – –
NME
1015
Notis-McConarty Edward
$625K – – –
BC
1016
Bridgefront Capital
Texas
$622K +$641K +3,881 New
AA
1017
Advisory Alpha
Michigan
$621K – – –
SMC
1018
Smith, Moore & Co
Missouri
$620K -$19.8K -120 -3%
CT
1019
Chicago Trust
Illinois
$620K -$7.59K -46 -1%
MF
1020
Meridian Financial
Massachusetts
$620K – – –
JF
1021
JSF Financial
California
$619K +$32.5K +197 +5%
BAAM
1022
Baker Avenue Asset Management
California
$619K +$158K +960 +33%
NF
1023
Nikulski Financial
Iowa
$618K -$825 -5 -0.1%
KCM
1024
Kathmere Capital Management
Pennsylvania
$617K +$392K +2,376 +161%
CWM
1025
Cahaba Wealth Management
Georgia
$616K -$36.8K -223 -5%
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