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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1051
Transamerica Financial Advisors
Florida
$568K +$22.1K +134 +4%
GCMG
1052
Gyroscope Capital Management Group
Florida
$564K -$6.44K -39 -1%
SP
1053
Successful Portfolios
Florida
$564K -$3.3K -20 -0.6%
CL
1054
Choreo LLC
Illinois
$564K +$4.46K +27 +0.8%
CRC
1055
Curi RMB Capital
Illinois
$562K -$59.4K -360 -9%
LFAS
1056
Level Four Advisory Services
Texas
$561K -$45.4K -275 -7%
MTC
1057
McDaniel Terry & Co
Texas
$561K – – –
PSB
1058
Piscataqua Savings Bank
New Hampshire
$560K +$17.5K +106 +3%
VWM
1059
Vigilare Wealth Management
Arizona
$560K +$50.3K +305 +10%
ECG
1060
Edge Capital Group
Georgia
$560K +$73.3K +444 +15%
CDH
1061
Charles D. Hyman
$554K -$330 -2 -0.1%
PA
1062
Profund Advisors
Maryland
$549K +$3.63K +22 +0.6%
MFG
1063
MidWestOne Financial Group
Iowa
$548K -$37.8K -229 -6%
WC
1064
Whitney & Co
New York
$546K – – –
ACM
1065
Advisors Capital Management
New Jersey
$541K +$5.78K +35 +1%
SW
1066
SteelPeak Wealth
California
$540K +$1.98K +12 +0.4%
XWM
1067
Xcel Wealth Management
Florida
$538K – – –
UF
1068
Univest Financial
Pennsylvania
$537K -$52.2K -316 -9%
EI
1069
Ellevest Inc
New York
$537K +$19.3K +117 +4%
TNB
1070
Thomasville National Bank
Georgia
$534K – – –
JFGIW
1071
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$532K -$40.6K -246 -7%
AWE
1072
Avidian Wealth Enterprises
Texas
$530K -$222K -1,344 -29%
IFS
1073
Ifrah Financial Services
Arkansas
$530K -$330 -2 -0.1%
WB
1074
WesBanco Bank
West Virginia
$526K -$156K -946 -22%
SC
1075
Sonen Capital
California
$524K -$24.9K -151 -4%
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