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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1351
Catalyst Financial Partners
Massachusetts
$586K +$109K +491 +24%
MNBTD
1352
Moody National Bank Trust Division
Texas
$581K -$1.33K -6 -0.2%
SMA
1353
Sage Mountain Advisors
Georgia
$580K +$248K +1,120 +81%
LA
1354
Latitude Advisors
Florida
$580K +$664 +3 +0.1%
EFL
1355
ERn Financial LLC
Wisconsin
$579K +$554K +2,503 New
PL
1356
Parthenon LLC
Kentucky
$579K – – –
LC
1357
Lindbrook Capital
California
$578K +$11.1K +50 +2%
KFGK
1358
Keystone Financial Group (Kentucky)
Kentucky
$577K -$25.2K -114 -4%
GWM
1359
Geneos Wealth Management
Colorado
$577K +$40.1K +181 +8%
ZIG
1360
Zullo Investment Group
Pennsylvania
$576K +$886 +4 +0.2%
MSWA
1361
Marshall & Sterling Wealth Advisors
New York
$575K +$7.53K +34 +1%
FMLI
1362
Fukoku Mutual Life Insurance
Japan
$574K -$8.86K -40 -2%
GWMR
1363
GC Wealth Management RIA
Massachusetts
$573K +$37.9K +171 +7%
SFWA
1364
Summit Financial Wealth Advisors
Louisiana
$572K – – –
OSNBOA
1365
Old Second National Bank of Aurora
Illinois
$570K -$17.1K -77 -3%
CA
1366
Clune & Associates
Illinois
$570K -$4.65K -21 -0.8%
CCC
1367
Compass Capital Corp
Massachusetts
$568K -$41.4K -187 -7%
SP
1368
Stablepoint Partners
Massachusetts
$567K -$8.86K -40 -2%
WDG
1369
Wealth Dimensions Group
Ohio
$567K +$23.9K +108 +5%
AMBIA
1370
Allen Mooney & Barnes Investment Advisors
Georgia
$565K -$12.4K -56 -2%
BWM
1371
Buska Wealth Management
Wisconsin
$561K -$39.6K -179 -7%
AF
1372
Advisornet Financial
Minnesota
$559K -$8.64K -39 -2%
SFB
1373
STAR Financial Bank
Indiana
$556K -$27.5K -124 -5%
TC
1374
Trust Company
Kansas
$556K – – –
FI
1375
Fosun International
China
$556K +$127K +572 +31%
53 54
55
56 57