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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
ARC
1051
Advisor Resource Council
Texas
$533K +$302K +1,925 +123%
CDH
1052
Charles D. Hyman
$529K +$31.3K +200 +6%
CB
1053
Community Bank
New York
$528K +$83K +530 +18%
BCA
1054
Bay Colony Advisors
Massachusetts
$527K – – –
KW
1055
KWB Wealth
California
$526K +$76.4K +488 +17%
JSL
1056
JT Stratford LLC
Georgia
$525K +$21K +134 +4%
LWAC
1057
Laurel Wealth Advisors (California)
California
$525K +$28.5K +182 +6%
SC
1058
Sonen Capital
California
$523K – – –
TFA
1059
Transamerica Financial Advisors
Florida
$522K +$534K +3,410 New
PA
1060
Profund Advisors
Maryland
$521K -$180K -1,147 -25%
WC
1061
Whitney & Co
New York
$521K – – –
DA
1062
Duality Advisers
Florida
$520K -$1.97M -12,571 -79%
ACM
1063
Advisors Capital Management
New Jersey
$520K -$15.7K -100 -3%
PSB
1064
Piscataqua Savings Bank
New Hampshire
$518K +$437K +2,788 +465%
SW
1065
SteelPeak Wealth
California
$514K – – –
XWM
1066
Xcel Wealth Management
Florida
$513K -$2.12M -13,515 -80%
BC
1067
Burney Company
Virginia
$513K -$26.6K -170 -5%
SIA
1068
Schechter Investment Advisors
Michigan
$513K +$55.3K +353 +12%
LS
1069
Livforsakringsbolaget Skandia
Sweden
$510K -$235K -1,500 -31%
TNB
1070
Thomasville National Bank
Georgia
$510K -$3.92K -25 -0.7%
IFS
1071
Ifrah Financial Services
Arkansas
$506K -$6.42K -41 -1%
DMBA
1072
Deseret Mutual Benefit Administrators
Utah
$506K – – –
IAN
1073
Integrated Advisors Network
Texas
$506K +$1.88K +12 +0.4%
OFS
1074
OneAscent Financial Services
Alabama
$505K +$517K +3,304 New
SG
1075
Stonnington Group
California
$499K -$204K -1,300 -29%
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