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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1301
Insigneo Advisory Services
Florida
$632K -$77K -342 -11%
LCGC
1302
Legacy Capital Group California
California
$629K -$450 -2 -0.1%
SS
1303
SBI Securities
Japan
$629K +$51.6K +229 +9%
PGCM
1304
Prescott Group Capital Management
Oklahoma
$628K – – –
PIP
1305
Peachtree Investment Partners
Florida
$626K -$323K -1,433 -34%
AWAP
1306
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$624K -$113K -500 -15%
SA
1307
SL Advisors
New Jersey
$624K -$43K -191 -6%
MHIC
1308
Marble Harbor Investment Counsel
Massachusetts
$623K – – –
FWP
1309
Falcon Wealth Planning
California
$623K -$13.3K -59 -2%
GM
1310
GeoWealth Management
Illinois
$623K -$1.8K -8 -0.3%
CGH
1311
CMG Global Holdings
Texas
$622K – – –
BWG
1312
Beta Wealth Group
California
$621K -$1.98M -8,779 -76%
ST
1313
Sageworth Trust
Pennsylvania
$621K +$633K +2,810 New
PFA
1314
Pure Financial Advisors
California
$620K +$40.1K +178 +7%
AP
1315
Atwood & Palmer
Missouri
$619K – – –
VCM
1316
Vision Capital Management
Oregon
$619K +$450 +2 +0.1%
MWM
1317
Modern Wealth Management
Kansas
$615K +$33.6K +149 +6%
CVA
1318
Central Valley Advisors
California
$614K -$30K -133 -5%
MHC
1319
Meyer Handelman Company
New York
$613K -$33.8K -150 -5%
BC
1320
Burney Company
Virginia
$612K -$336K -1,492 -35%
XWM
1321
Xcel Wealth Management
Florida
$610K – – –
CGL
1322
Clarius Group LLC
Washington
$609K -$258K -1,146 -29%
KFGK
1323
Keystone Financial Group (Kentucky)
Kentucky
$608K +$5.86K +26 +1%
1C
1324
111 Capital
France
$608K -$1.07M -4,756 -63%
SOAMC
1325
Spirit of America Management Corp
New York
$607K +$191K +850 +45%
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