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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1026
Clearview Wealth Advisors
Oregon
$409K -$2.22K -19 -0.6%
EIA
1027
Eldridge Investment Advisors
New Hampshire
$409K – – –
SWP
1028
Strategic Wealth Partners
Ohio
$407K -$36.6K -313 -9%
GM
1029
GeoWealth Management
Illinois
$407K +$43.7K +374 +13%
CSPAM
1030
Cary Street Partners Asset Management
Virginia
$406K +$378K +3,232 +8%
SC
1031
Sawyer & Company
Massachusetts
$401K -$11.1K -95 -3%
TI
1032
Tidal Investments
Wisconsin
$401K +$72.7K +622 +25%
OPS
1033
Orion Portfolio Solutions
Nebraska
$400K +$47.3K +405 +15%
EI
1034
Ellevest Inc
New York
$399K – – –
SFP
1035
Shepherd Financial Partners
Massachusetts
$399K +$117 +1 +0%
BRM
1036
Boston Research & Management
Massachusetts
$398K – – –
MFG
1037
MidWestOne Financial Group
Iowa
$397K +$360K +3,080 New
PFO
1038
Pathstone Family Office
New Jersey
$396K +$201K +1,723 +128%
SW
1039
SteelPeak Wealth
California
$395K -$23K -197 -6%
OSNBOA
1040
Old Second National Bank of Aurora
Illinois
$395K – – –
CRC
1041
Curi RMB Capital
Illinois
$388K -$2.34K -20 -0.7%
TFA
1042
Teamwork Financial Advisors
Texas
$388K +$110K +940 +45%
BB
1043
Busey Bank
Illinois
$387K -$32.4K -277 -8%
RC
1044
RBO & Co
California
$387K – – –
CRI
1045
Colonial River Investments
Virginia
$386K -$9.12K -78 -3%
CGH
1046
CMG Global Holdings
Texas
$386K +$349K +2,990 New
BOS
1047
Bank of Stockton
California
$383K -$10.3K -88 -3%
LWCFA
1048
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$383K +$305K +2,607 +728%
WA
1049
Wealth Alliance
New York
$381K -$64.3K -550 -16%
QVT
1050
Quantitative Value Technologies
Kansas
$381K +$345K +2,948 New
40 41
42
43 44