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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1276
Diamant Asset Management
Connecticut
$732K +$288K +1,350 +68%
FI
1277
Finivi Inc
Massachusetts
$730K -$20.9K -98 -3%
API
1278
Asset Planning Inc
California
$730K +$23.7K +111 +3%
MMPW
1279
Mitchell McLeod Pugh & Williams
Alabama
$729K – – –
BTWM
1280
Baker Tilly Wealth Management
Wisconsin
$726K -$11.7K -55 -2%
SP
1281
Successful Portfolios
Florida
$726K +$155K +726 +28%
RIA
1282
Richwood Investment Advisors
Ohio
$726K – – –
AWE
1283
Avidian Wealth Enterprises
Texas
$725K +$7.46K +35 +1%
YC
1284
Yarbrough Capital
Tennessee
$725K – – –
GLA
1285
Great Lakes Advisors
Illinois
$724K -$2.59M -12,153 -79%
VSQM
1286
V-Square Quantitative Management
Illinois
$723K +$701K +3,291 New
MAM
1287
Madison Asset Management
Wisconsin
$720K – – –
CAM
1288
Cozad Asset Management
Illinois
$715K – – –
BB
1289
Busey Bank
Illinois
$714K -$1.07K -5 -0.2%
FFM
1290
Forum Financial Management
Illinois
$710K -$9.59K -45 -1%
AA
1291
Auxano Advisors
Washington
$710K +$51.6K +242 +8%
MFC
1292
Mechanics Financial Corp
Ohio
$709K -$3.2K -15 -0.5%
SOAMC
1293
Spirit of America Management Corp
New York
$703K +$95.9K +450 +16%
AC
1294
Apella Capital
Connecticut
$703K +$14.1K +66 +2%
PFA
1295
Pure Financial Advisors
California
$701K +$81.4K +382 +14%
S
1296
SimplyRich
California
$697K +$213 +1 +0%
RTC
1297
Real Talk Capital
Tennessee
$696K +$18.5K +87 +3%
CAMG
1298
CWA Asset Management Group
Florida
$695K -$425K -1,992 -39%
KP
1299
Keel Point
Alabama
$695K -$3.84K -18 -0.6%
BFA
1300
Beaumont Financial Advisors
Massachusetts
$693K +$213 +1 +0%
50 51
52
53 54