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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1026
Bluesphere Advisors
Pennsylvania
$635K – – –
NL
1027
Navalign LLC
California
$634K -$48.9K -304 -7%
FCH
1028
Freestone Capital Holdings
Washington
$633K +$158K +981 +35%
NFG
1029
Next Financial Group
Texas
$631K +$83.9K +522 +16%
GCMG
1030
Gyroscope Capital Management Group
Florida
$630K -$141K -876 -19%
GP
1031
Geneva Partners
Wisconsin
$630K -$11.3K -70 -2%
BFO
1032
Biltmore Family Office
North Carolina
$625K – – –
JWCA
1033
J.W. Cole Advisors
Florida
$623K -$27K -168 -4%
NCM
1034
NCM Capital Management
New Jersey
$622K +$599K +3,725 New
LW
1035
Linscomb Wealth
Texas
$618K +$13.3K +83 +2%
SIM
1036
Sentry Investment Management
Wisconsin
$616K -$917K -5,702 -61%
GIA
1037
Gladstone Institutional Advisory
Florida
$615K +$114K +708 +24%
DAC
1038
Dividend Assets Capital
South Carolina
$609K -$45.2K -281 -7%
KWMG
1039
King Wealth Management Group
Florida
$608K -$2.09K -13 -0.4%
CRI
1040
Colonial River Investments
Virginia
$606K -$1.59M -9,913 -73%
B
1041
Barings
North Carolina
$605K -$37.9K -236 -6%
MWM
1042
Minot Wealth Management
Massachusetts
$604K -$14.3K -89 -2%
GM
1043
GeoWealth Management
Illinois
$603K +$2.25K +14 +0.4%
BS
1044
Bessemer Securities
New York
$603K +$70.1K +436 +14%
BJL
1045
Brighton Jones LLC
Washington
$602K -$127K -787 -18%
TC
1046
Truvestments Capital
Florida
$601K +$1.45K +9 +0.3%
GL
1047
Graypoint LLC
New York
$601K +$14.5K +90 +3%
9WM
1048
9258 Wealth Management
Ohio
$600K +$24.3K +151 +4%
RIA
1049
Richwood Investment Advisors
Ohio
$599K +$577K +3,590 New
JFGIW
1050
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$596K – – –
40 41
42
43 44