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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1026
Westbourne Investments
Virginia
$1.33M -$794K -3,727 -38%
RBA
1027
Richard Bernstein Advisors
New York
$1.33M -$137K -642 -10%
CRI
1028
Commonwealth Retirement Investments
Virginia
$1.32M +$7.67K +36 +0.6%
WI
1029
Wedgewood Investors
Pennsylvania
$1.32M – – –
PPA
1030
Pacific Point Advisors
California
$1.31M +$1.28M +5,983 New
ET
1031
Equitable Trust
Tennessee
$1.31M -$27.3K -128 -2%
FPF
1032
First Pacific Financial
Washington
$1.31M -$104K -488 -8%
BAM
1033
Boyar Asset Management
New York
$1.3M – – –
NERM
1034
New England Research & Management
Illinois
$1.3M -$16K -75 -1%
CCG
1035
Ceeto Capital Group
Florida
$1.29M +$107K +500 +9%
AA
1036
Advisory Alpha
Michigan
$1.28M +$43.7K +205 +4%
ACG
1037
Aventail Capital Group
New York
$1.28M -$266K -1,246 -18%
AIMA
1038
Ables Iannone Moore & Associates
Georgia
$1.28M +$123K +575 +11%
AC
1039
Addison Capital
Pennsylvania
$1.28M -$213 -1 -0%
QWM
1040
Quadcap Wealth Management
Texas
$1.28M +$2.56K +12 +0.2%
CAG
1041
Crestwood Advisors Group
Massachusetts
$1.28M -$109K -513 -8%
VFM
1042
Vision Financial Markets
Connecticut
$1.28M -$83.1K -390 -6%
AWMT
1043
AAFMAA Wealth Management & Trust
North Carolina
$1.27M +$38.2K +179 +3%
CP
1044
Capital Planning
Washington
$1.27M – – –
TE
1045
Tema ETFs
New York
$1.27M -$3.41K -16 -0.3%
CWP
1046
Curated Wealth Partners
California
$1.27M +$164K +769 +15%
KC
1047
Knuff & Co
California
$1.26M +$219K +1,026 +22%
IWM
1048
Iams Wealth Management
Nebraska
$1.26M -$25.4K -119 -2%
BHBT
1049
Burke & Herbert Bank & Trust
Virginia
$1.25M -$2.19M -10,282 -64%
MIM
1050
MTM Investment Management
South Carolina
$1.25M – – –
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