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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
1001
Fidelis Capital Partners
Florida
$1.1M -$74.2K -357 -6%
ECG
1002
Edge Capital Group
Georgia
$1.09M – – –
LMKC
1003
L.M. Kohn & Company
Ohio
$1.09M -$73.6K -354 -7%
HWMO
1004
Heritage Wealth Management (Ohio)
Ohio
$1.09M +$1.07M +5,162 New
AA
1005
Advisory Alpha
Michigan
$1.08M +$74.4K +358 +8%
ZB
1006
Zions Bancorporation
Utah
$1.08M -$593K -2,855 -36%
OIS
1007
Okabena Investment Services
Minnesota
$1.07M – – –
FB
1008
Fulton Bank
Pennsylvania
$1.07M -$4.16K -20 -0.4%
DT
1009
Diversified Trust
Tennessee
$1.07M +$155K +744 +17%
BFPW
1010
BOK Financial Private Wealth
Colorado
$1.07M – – –
ACM
1011
Alta Capital Management
Utah
$1.07M – – –
BOC
1012
Barbara Oil Co
Illinois
$1.07M – – –
BCM
1013
Bienville Capital Management
New York
$1.07M – – –
PP
1014
PrairieView Partners
Minnesota
$1.07M +$1.04M +5,000 New
QI
1015
Qtron Investments
Massachusetts
$1.06M +$196K +944 +23%
PP
1016
Pegasus Partners
Wisconsin
$1.06M -$578K -2,779 -36%
TWP
1017
Tempus Wealth Planning
California
$1.06M – – –
BHCM
1018
Brevan Howard Capital Management
Jersey
$1.06M +$556K +2,675 +117%
XF
1019
XML Financial
Maryland
$1.05M +$34.3K +165 +3%
MFG
1020
Mainsail Financial Group
Washington
$1.03M +$26K +125 +3%
QWP
1021
Quotient Wealth Partners
Texas
$1.03M +$399K +1,920 +66%
BP
1022
BNP Paribas
France
$1.03M – – –
TCA
1023
Transcend Capital Advisors
New Jersey
$1.03M +$170K +819 +21%
LC
1024
Lavaca Capital
Texas
$1.01M +$2.08K +10 +0.2%
LA
1025
LBP AM
France
$1.01M +$987K +4,747 New
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