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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1301
Insigneo Advisory Services
Florida
$310K +$317K +1,973 New
IF
1302
Intrua Financial
Texas
$309K +$644 +4 +0.2%
SEEDPG
1303
S.E.E.D. Planning Group
New York
$308K +$27.7K +172 +10%
OWIM
1304
Old West Investment Management
California
$306K – – –
LNB
1305
Ledyard National Bank
$305K – – –
CAM
1306
Carret Asset Management
New York
$305K – – –
SWP
1307
Semus Wealth Partners
Florida
$304K +$312K +1,937 New
JSW
1308
Journey Strategic Wealth
New Jersey
$304K -$34.1K -212 -10%
SG
1309
StoneX Group
New York
$304K -$7.56K -47 -2%
CFO
1310
CVA Family Office
Colorado
$303K +$7.08K +44 +2%
TF
1311
Trek Financial
Arizona
$302K +$60.5K +376 +24%
PP
1312
Patron Partners
Texas
$302K +$161 +1 +0.1%
SW
1313
SkyOak Wealth
Michigan
$301K – – –
MCM
1314
Maple Capital Management
Vermont
$299K -$4.02K -25 -1%
TVAMP
1315
Tennessee Valley Asset Management Partners
Tennessee
$298K +$1.13K +7 +0.4%
ONST
1316
Old North State Trust
North Carolina
$298K – – –
FSG
1317
Financial Strategies Group
Michigan
$298K +$644 +4 +0.2%
ECM
1318
Estabrook Capital Management
New York
$298K – – –
BWM
1319
BlackDiamond Wealth Management
New York
$296K -$11.1K -69 -3%
BBNB
1320
Baker Boyer National Bank
Washington
$296K – – –
VWA
1321
Visionary Wealth Advisors
Illinois
$295K +$6.92K +43 +2%
IF
1322
Insight Folios
North Carolina
$294K -$7.08K -44 -2%
GWM
1323
Geneos Wealth Management
Colorado
$294K +$10.9K +68 +4%
BOS
1324
Bank of Stockton
California
$294K – – –
FCH
1325
Freestone Capital Holdings
Washington
$294K -$44.3K -275 -13%
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