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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1276
Mechanics Financial Corp
Ohio
$611K +$6.87K +32 +1%
RTC
1277
Real Talk Capital
Tennessee
$611K – – –
DWM
1278
Dogwood Wealth Management
Kansas
$609K +$183K +852 +39%
WEG
1279
World Equity Group
Illinois
$609K +$355K +1,655 +121%
MSAM
1280
Moloney Securities Asset Management
Missouri
$608K +$215 +1 +0%
FRA
1281
Frank Rimerman Advisors
California
$608K -$1.03M -4,818 -62%
RA
1282
RFG Advisory
Alabama
$607K -$299K -1,392 -32%
LCGC
1283
Legacy Capital Group California
California
$603K -$6.23K -29 -1%
CWM
1284
Crowley Wealth Management
Delaware
$603K +$642K +2,990 New
CWM
1285
Cahaba Wealth Management
Georgia
$602K +$64.9K +302 +11%
AA
1286
Auxano Advisors
Washington
$600K +$7.09K +33 +1%
JIC
1287
Joel Isaacson & Co
New York
$599K – – –
BIG
1288
Brooklyn Investment Group
New York
$597K +$52.4K +244 +9%
LWAM
1289
Legacy Wealth Asset Management
Minnesota
$596K -$7.3K -34 -1%
IIM
1290
Illumine Investment Management
Washington
$592K +$630K +2,934 New
RIM
1291
RW Investment Management
Idaho
$588K -$352K -1,637 -36%
FWM
1292
Forza Wealth Management
Florida
$586K – – –
XWM
1293
Xcel Wealth Management
Florida
$585K – – –
AWE
1294
Avidian Wealth Enterprises
Texas
$584K +$9.24K +43 +2%
KP
1295
Keel Point
Alabama
$584K -$40.2K -187 -6%
AP
1296
Appleton Partners
Massachusetts
$582K +$1.29K +6 +0.2%
SIA
1297
Schechter Investment Advisors
Michigan
$582K +$5.16K +24 +0.8%
JWM
1298
Jeppson Wealth Management
California
$581K -$5.37K -25 -0.9%
SS
1299
SBI Securities
Japan
$579K +$616K +2,868 New
SP
1300
Successful Portfolios
Florida
$578K -$644 -3 -0.1%
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