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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1326
Geneos Wealth Management
Colorado
$289K -$167K -1,014 -36%
DI
1327
Diligent Investors
California
$288K +$825 +5 +0.3%
SEEDPG
1328
S.E.E.D. Planning Group
New York
$287K -$30.5K -185 -9%
CSIC
1329
Clifford Swan Investment Counsel
California
$287K -$10.7K -65 -4%
SWM
1330
Sculati Wealth Management
Michigan
$287K – – –
CWM
1331
Cornerstone Wealth Management
Missouri
$286K +$165 +1 +0.1%
CA
1332
Cornerstone Advisory
Maryland
$286K +$5.12K +31 +2%
SWA
1333
SFMG Wealth Advisors
Texas
$285K – – –
BTW
1334
Boston Trust Walden
Massachusetts
$282K – – –
TPWA
1335
TRUE Private Wealth Advisors
Oregon
$282K – – –
ARG
1336
Advisory Resource Group
Oklahoma
$282K +$330 +2 +0.1%
AAM
1337
Auxier Asset Management
Oregon
$281K – – –
FWTB
1338
First Western Trust Bank
Colorado
$280K +$165 +1 +0.1%
GM
1339
GeoWealth Management
Illinois
$279K -$98.7K -598 -26%
FHC
1340
Forest Hill Capital
Arkansas
$277K – – –
LOAMS
1341
Lombard Odier Asset Management (Switzerland)
Switzerland
$276K -$242K -1,468 -46%
BFA
1342
Bragg Financial Advisors
North Carolina
$276K – – –
BFS
1343
Bickling Financial Services
Massachusetts
$275K +$825 +5 +0.3%
PIP
1344
Peachtree Investment Partners
Florida
$275K +$22.4K +136 +9%
AWA
1345
Amplius Wealth Advisors
Pennsylvania
$275K +$283K +1,717 New
VDI
1346
Vaughan David Investments
Illinois
$273K +$1.82K +11 +0.7%
AGA
1347
Accuvest Global Advisors
Utah
$273K +$281K +1,704 New
BHWM
1348
Beaird Harris Wealth Management
Texas
$272K – – –
PFBT
1349
Parkside Financial Bank & Trust
Missouri
$271K +$5.61K +34 +2%
PWMG
1350
Prestige Wealth Management Group
New Jersey
$271K +$16.2K +98 +6%
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