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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
1251
F.L. Putnam Investment Management
Massachusetts
$442K +$414K +2,470 New
GP
1252
Geneva Partners
Wisconsin
$442K -$1.68K -10 -0.4%
SP
1253
Stablepoint Partners
Massachusetts
$442K +$414K +2,467 New
RCIM
1254
Red Cedar Investment Management
Michigan
$442K – – –
VAS
1255
Vestmark Advisory Solutions
Massachusetts
$441K -$6.71K -40 -2%
FMTCOCP
1256
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$440K -$21K -125 -5%
CCWM
1257
Cassaday & Co Wealth Management
Virginia
$439K +$168 +1 +0%
CWP
1258
Cyndeo Wealth Partners
Florida
$439K +$13.4K +80 +3%
V
1259
ViaWealth
Kansas
$437K – – –
CCB
1260
Cutter & Co Brokerage
Missouri
$434K +$671 +4 +0.2%
MFIM
1261
Mesirow Financial Investment Management
Illinois
$434K +$406K +2,422 New
SC
1262
Sonen Capital
California
$433K – – –
SI
1263
Seeds Investor
New York
$432K +$405K +2,413 New
PDL
1264
Portfolio Design Labs
California
$431K +$403K +2,406 New
ISWM
1265
Independent Solutions Wealth Management
New York
$430K -$68.9K -411 -15%
CI
1266
Conning Inc
Connecticut
$430K – – –
BDFN
1267
Bond & Devick Financial Network
Minnesota
$430K – – –
LC
1268
Lindbrook Capital
California
$430K +$132K +788 +49%
WDG
1269
Wealth Dimensions Group
Ohio
$429K -$21.8K -130 -5%
AIS
1270
AM Investment Strategies
Tennessee
$428K – – –
SF
1271
Summit Financial
New Jersey
$428K +$18.1K +108 +5%
AW
1272
Alaethes Wealth
Nevada
$427K – – –
H
1273
HoyleCohen
California
$426K +$10.7K +64 +3%
BFWA
1274
Benchmark Financial Wealth Advisors
Florida
$426K +$1.34K +8 +0.3%
FFA
1275
Farther Finance Advisors
California
$425K +$144K +859 +57%
49 50
51
52 53