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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
1101
Dumont & Blake Investment Advisors
New Jersey
$824K +$401K +1,931 +100%
IIM
1102
Ipswich Investment Management
Massachusetts
$821K – – –
AWA
1103
Arete Wealth Advisors
Illinois
$818K +$797K +3,833 New
MBT
1104
Montecito Bank & Trust
California
$817K -$56.5K -272 -7%
SFG
1105
Seamount Financial Group
Colorado
$815K – – –
MCCA
1106
Mill Creek Capital Advisors
Pennsylvania
$808K -$6.65K -32 -0.8%
KA
1107
Kintegral Advisory
New York
$800K +$780K +3,750 New
NCM
1108
NCM Capital Management
New Jersey
$797K – – –
LSAG
1109
Lake Street Advisors Group
New Hampshire
$794K +$41.4K +199 +6%
JFGIW
1110
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$794K +$223K +1,073 +41%
KW
1111
KWB Wealth
California
$791K -$13.7K -66 -2%
WG
1112
Winton Group
United Kingdom
$788K -$3.73M -17,922 -83%
BCA
1113
Bay Colony Advisors
Massachusetts
$785K -$7.69K -37 -1%
NL
1114
NWAM LLC
Washington
$785K +$55.5K +267 +8%
AWE
1115
Avidian Wealth Enterprises
Texas
$784K +$26.2K +126 +4%
MA
1116
MCF Advisors
Kentucky
$779K +$16.6K +80 +2%
LW
1117
Linscomb Wealth
Texas
$778K -$7.9K -38 -1%
CDH
1118
Charles D. Hyman
$777K – – –
MIC
1119
Maxi Investments CY
Cyprus
$776K – – –
GCGDR
1120
Geo Capital Gestora de Recursos
Brazil
$775K -$1.15M -5,550 -60%
RIA
1121
Richwood Investment Advisors
Ohio
$771K -$4.99K -24 -0.7%
BTWM
1122
Baker Tilly Wealth Management
Wisconsin
$770K -$1.5M -7,228 -67%
CT
1123
Chicago Trust
Illinois
$766K +$113K +546 +18%
CCP
1124
Cassia Capital Partners
North Carolina
$765K +$27.2K +131 +4%
SAM
1125
Smartleaf Asset Management
Massachusetts
$765K +$141K +680 +23%
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