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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1251
KPP Advisory Services
Kentucky
$443K -$188K -1,124 -31%
FLPIM
1252
F.L. Putnam Investment Management
Massachusetts
$442K +$414K +2,470 New
GP
1253
Geneva Partners
Wisconsin
$442K -$1.68K -10 -0.4%
SP
1254
Stablepoint Partners
Massachusetts
$442K +$414K +2,467 New
RCIM
1255
Red Cedar Investment Management
Michigan
$442K – – –
VAS
1256
Vestmark Advisory Solutions
Massachusetts
$441K -$6.71K -40 -2%
FMTCOCP
1257
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$440K -$21K -125 -5%
CCWM
1258
Cassaday & Co Wealth Management
Virginia
$439K +$168 +1 +0%
CWP
1259
Cyndeo Wealth Partners
Florida
$439K +$13.4K +80 +3%
V
1260
ViaWealth
Kansas
$437K – – –
CCB
1261
Cutter & Co Brokerage
Missouri
$434K +$671 +4 +0.2%
MFIM
1262
Mesirow Financial Investment Management
Illinois
$434K +$406K +2,422 New
SC
1263
Sonen Capital
California
$433K – – –
SI
1264
Seeds Investor
New York
$432K +$405K +2,413 New
PDL
1265
Portfolio Design Labs
California
$431K +$403K +2,406 New
ISWM
1266
Independent Solutions Wealth Management
New York
$430K -$68.9K -411 -15%
CI
1267
Conning Inc
Connecticut
$430K – – –
BDFN
1268
Bond & Devick Financial Network
Minnesota
$430K – – –
LC
1269
Lindbrook Capital
California
$430K +$132K +788 +49%
WDG
1270
Wealth Dimensions Group
Ohio
$429K -$21.8K -130 -5%
AIS
1271
AM Investment Strategies
Tennessee
$428K – – –
SF
1272
Summit Financial
New Jersey
$428K +$18.1K +108 +5%
AW
1273
Alaethes Wealth
Nevada
$427K – – –
H
1274
HoyleCohen
California
$426K +$10.7K +64 +3%
BFWA
1275
Benchmark Financial Wealth Advisors
Florida
$426K +$1.34K +8 +0.3%
49 50
51
52 53