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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1301
Jag Capital Management
Missouri
$397K -$2.17M -12,935 -85%
MNBTD
1302
Moody National Bank Trust Division
Texas
$395K -$587K -3,502 -61%
SW
1303
SlateStone Wealth
Florida
$392K -$122K -727 -25%
TCPWM
1304
Traverso Chambers Private Wealth Management
California
$389K -$5.87K -35 -2%
SCM
1305
Shelton Capital Management
Colorado
$388K -$25.3K -151 -7%
TC
1306
Truvestments Capital
Florida
$387K -$838 -5 -0.2%
SC
1307
Saturna Capital
Washington
$387K +$363K +2,162 New
KP
1308
Keel Point
Alabama
$387K +$15.4K +92 +4%
SR
1309
Syntax Research
Florida
$386K -$1.17M -6,987 -76%
RWS
1310
Resolute Wealth Strategies
Mississippi
$385K +$1.34K +8 +0.4%
RA
1311
Resolute Advisors
California
$382K +$1.34K +8 +0.4%
AL
1312
Aspiriant LLC
California
$381K +$48.5K +289 +16%
CASB
1313
Cape Ann Savings Bank
Massachusetts
$380K -$40.4K -241 -11%
SAM
1314
Smartleaf Asset Management
Massachusetts
$379K +$360K +2,146 New
WP
1315
WealthSource Partners
California
$378K -$250K -1,489 -41%
SG
1316
StoneX Group
New York
$378K -$2.52K -15 -0.7%
PTC
1317
Philadelphia Trust Company
Pennsylvania
$378K – – –
FNBSF
1318
First National Bank Sioux Falls
South Dakota
$377K – – –
JSL
1319
JT Stratford LLC
Georgia
$376K -$14.3K -85 -4%
SFP
1320
Sweet Financial Partners
Minnesota
$376K +$168 +1 +0%
MW
1321
Marcum Wealth
Ohio
$374K +$72.6K +433 +26%
AT
1322
Arlington Trust
Alabama
$373K +$310K +1,849 +787%
BPWM
1323
Badgley Phelps Wealth Managers
Washington
$372K +$97.9K +584 +39%
FAFN
1324
First Affirmative Financial Network
Colorado
$371K +$52.3K +312 +18%
NHT
1325
New Hampshire Trust
New Hampshire
$370K -$1.68K -10 -0.5%
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