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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1226
Caldwell Sutter Capital
California
$911K -$204K -890 -18%
CFG
1227
Chapman Financial Group
Hawaii
$911K – – –
GSEP
1228
Golden State Equity Partners
California
$910K +$289K +1,259 +47%
BCA
1229
Bay Colony Advisors
Massachusetts
$910K +$116K +503 +15%
CPBTD
1230
Central Pacific Bank - Trust Division
Hawaii
$909K +$36.1K +157 +4%
GIC
1231
Generali Investments CEE
Czech Republic
$907K -$32.4K -141 -3%
MP
1232
McDonald Partners
Ohio
$905K -$17.9K -78 -2%
ISFAN
1233
Investor's Fiduciary Advisor Network
Washington
$905K +$6.2K +27 +0.7%
SWM
1234
Spire Wealth Management
Virginia
$902K -$5.05K -22 -0.6%
SFG
1235
Seamount Financial Group
Colorado
$901K +$2.76K +12 +0.3%
JFGIW
1236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$898K – – –
CBA
1237
Coastal Bridge Advisors
Connecticut
$897K – – –
WHC
1238
Wulff, Hansen & Co
California
$895K – – –
B
1239
Birchbrook
Maine
$892K +$47.6K +207 +6%
RA
1240
RFG Advisory
Alabama
$889K +$334K +1,454 +60%
EHC
1241
Everett Harris & Co
California
$888K +$21.1K +92 +2%
BO
1242
Bank OZK
Arkansas
$885K -$15.4K -67 -2%
LF
1243
Lantz Financial
Illinois
$878K +$5.97K +26 +0.7%
AP
1244
Americana Partners
Texas
$878K +$361K +1,572 +70%
AWM
1245
Aberdeen Wealth Management
Illinois
$873K – – –
RCG
1246
Regatta Capital Group
California
$871K -$460 -2 -0.1%
PWS
1247
Pursuit Wealth Strategies
North Carolina
$870K -$9.42K -41 -1%
FI
1248
Finivi Inc
Massachusetts
$866K +$102K +445 +13%
CCA
1249
Catalyst Capital Advisors
New York
$864K -$66.6K -290 -7%
VCA
1250
Verdence Capital Advisors
Maryland
$864K +$36.1K +157 +4%
48 49
50
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