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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
1226
Wealth Dimensions Group
Ohio
$385K -$12.1K -75 -3%
LA
1227
Latitude Advisors
Florida
$385K +$647 +4 +0.2%
TFA
1228
Transamerica Financial Advisors
Florida
$384K -$52.9K -327 -11%
VAS
1229
Vestmark Advisory Solutions
Massachusetts
$382K -$2.54M -15,691 -86%
SFG
1230
Synergy Financial Group
California
$381K +$87.7K +542 +28%
PL
1231
Parthenon LLC
Kentucky
$381K – – –
RP
1232
Riverbridge Partners
Minnesota
$381K – – –
AC
1233
Abbrea Capital
California
$381K – – –
GP
1234
Geneva Partners
Wisconsin
$378K -$62.3K -385 -13%
OSNBOA
1235
Old Second National Bank of Aurora
Illinois
$378K – – –
RCIM
1236
Red Cedar Investment Management
Michigan
$376K -$1.32M -8,182 -77%
CCWM
1237
Cassaday & Co Wealth Management
Virginia
$373K +$2.43K +15 +0.6%
V
1238
ViaWealth
Kansas
$372K – – –
CCB
1239
Cutter & Co Brokerage
Missouri
$369K +$647 +4 +0.2%
FNT
1240
First Nebraska Trust
Nebraska
$369K – – –
SC
1241
Sonen Capital
California
$369K +$23.5K +145 +6%
IGAM
1242
iA Global Asset Management
Quebec, Canada
$368K +$22.2K +137 +6%
VFA
1243
Values First Advisors
Tennessee
$368K -$18.3K -113 -4%
GT
1244
Glenview Trust
Kentucky
$367K +$13.8K +85 +4%
CI
1245
Conning Inc
Connecticut
$366K +$14.6K +90 +4%
BDFN
1246
Bond & Devick Financial Network
Minnesota
$366K – – –
II
1247
Inspire Investing
Idaho
$366K +$14.6K +90 +4%
SPWG
1248
Syntegra Private Wealth Group
Missouri
$365K -$18.8K -116 -5%
CA
1249
Callahan Advisors
Texas
$365K +$20.6K +127 +6%
AIS
1250
AM Investment Strategies
Tennessee
$364K +$56.6K +350 +17%
48 49
50
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