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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1101
Principal Street Partners
Tennessee
$783K +$56K +285 +8%
SW
1102
SteelPeak Wealth
California
$777K +$4.13K +21 +0.6%
SW
1103
Solidarity Wealth
Utah
$776K – – –
CDH
1104
Charles D. Hyman
$776K – – –
RIA
1105
Richwood Investment Advisors
Ohio
$775K -$197 -1 -0%
MIC
1106
Maxi Investments CY
Cyprus
$775K +$715K +3,636 New
VA
1107
Verdad Advisers
Massachusetts
$774K +$714K +3,633 New
CSC
1108
Caldwell Sutter Capital
California
$773K +$627K +3,193 +734%
NFG
1109
Northeast Financial Group
Pennsylvania
$765K -$472K -2,402 -40%
OCM
1110
One Capital Management
California
$762K +$61.3K +312 +10%
AC
1111
AlphaCore Capital
California
$762K +$88.2K +449 +14%
MA
1112
MCF Advisors
Kentucky
$761K +$1.38K +7 +0.2%
GWANC
1113
Guardian Wealth Advisors (North Carolina)
North Carolina
$760K +$112K +571 +19%
OC
1114
Oakworth Capital
Alabama
$759K -$9.83K -50 -1%
AWM
1115
Avior Wealth Management
Nebraska
$759K +$376K +1,915 +116%
AWE
1116
Avidian Wealth Enterprises
Texas
$756K +$25.7K +131 +4%
KWMG
1117
King Wealth Management Group
Florida
$753K -$15.5K -79 -2%
SMC
1118
Smith, Moore & Co
Missouri
$752K -$39.3K -200 -5%
SHA
1119
Seneca House Advisors
Virginia
$752K -$82.3K -419 -11%
LSAG
1120
Lake Street Advisors Group
New Hampshire
$751K -$43K -219 -6%
GIA
1121
Gladstone Institutional Advisory
Florida
$748K -$229K -1,163 -25%
FFA
1122
First Foundation Advisors
California
$747K +$82.3K +419 +14%
BFA
1123
Bill Few Associates
Pennsylvania
$741K +$163K +828 +31%
AO
1124
Advisor OS
Illinois
$741K +$341K +1,735 +100%
PWG
1125
Portside Wealth Group
Utah
$739K -$30.9K -157 -4%
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