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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1026
GeoWealth Management
Illinois
$407K +$43.7K +374 +13%
CSPAM
1027
Cary Street Partners Asset Management
Virginia
$406K +$378K +3,232 +8%
SC
1028
Sawyer & Company
Massachusetts
$401K -$11.1K -95 -3%
TI
1029
Tidal Investments
Wisconsin
$401K +$72.7K +622 +25%
OPS
1030
Orion Portfolio Solutions
Nebraska
$400K +$47.3K +405 +15%
EI
1031
Ellevest Inc
New York
$399K – – –
SFP
1032
Shepherd Financial Partners
Massachusetts
$399K +$117 +1 +0%
BRM
1033
Boston Research & Management
Massachusetts
$398K – – –
MFG
1034
MidWestOne Financial Group
Iowa
$397K +$360K +3,080 New
PFO
1035
Pathstone Family Office
New Jersey
$396K +$201K +1,723 +128%
SW
1036
SteelPeak Wealth
California
$395K -$23K -197 -6%
OSNBOA
1037
Old Second National Bank of Aurora
Illinois
$395K – – –
CRC
1038
Curi RMB Capital
Illinois
$388K -$2.34K -20 -0.7%
TFA
1039
Teamwork Financial Advisors
Texas
$388K +$110K +940 +45%
BB
1040
Busey Bank
Illinois
$387K -$32.4K -277 -8%
RC
1041
RBO & Co
California
$387K – – –
CRI
1042
Colonial River Investments
Virginia
$386K -$9.12K -78 -3%
CGH
1043
CMG Global Holdings
Texas
$386K +$349K +2,990 New
BOS
1044
Bank of Stockton
California
$383K -$10.3K -88 -3%
LWCFA
1045
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$383K +$305K +2,607 +728%
WA
1046
Wealth Alliance
New York
$381K -$64.3K -550 -16%
QVT
1047
Quantitative Value Technologies
Kansas
$381K +$345K +2,948 New
BCA
1048
Bay Colony Advisors
Massachusetts
$379K -$599K -5,126 -64%
PVH
1049
Psagot Value Holdings
Israel
$378K +$24.2K +207 +8%
SFWA
1050
Summit Financial Wealth Advisors
Louisiana
$375K -$22.3K -191 -6%
40 41
42
43 44