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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1351
Marble Harbor Investment Counsel
Massachusetts
$620K – – –
JF
1352
Jump Financial
Illinois
$619K -$7.75M -36,339 -93%
MWM
1353
Modern Wealth Management
Kansas
$619K +$7.25K +34 +1%
LCGC
1354
Legacy Capital Group California
California
$618K -$7.03K -33 -1%
OHWP
1355
Oak Harbor Wealth Partners
North Carolina
$616K +$33.5K +157 +6%
VCM
1356
Vision Capital Management
Oregon
$616K – – –
GWP
1357
Gateway Wealth Partners
Wisconsin
$614K +$399K +1,871 +203%
CVA
1358
Central Valley Advisors
California
$611K – – –
MHC
1359
Meyer Handelman Company
New York
$610K – – –
KFGK
1360
Keystone Financial Group (Kentucky)
Kentucky
$609K +$4.48K +21 +0.8%
AP
1361
Atwood & Palmer
Missouri
$609K -$6.61K -31 -1%
BPWM
1362
Badgley Phelps Wealth Managers
Washington
$609K +$27.1K +127 +5%
RLH
1363
RD Lewis Holdings
Florida
$608K -$7.46K -35 -1%
XWM
1364
Xcel Wealth Management
Florida
$607K – – –
DLA
1365
Douglas Lane & Associates
New York
$606K -$24.3K -114 -4%
KWM
1366
KFG Wealth Management
Indiana
$602K +$584K +2,742 New
GIP
1367
Greatmark Investment Partners
Georgia
$599K – – –
BFW
1368
Brady Family Wealth
Missouri
$596K +$148K +696 +35%
MSWM
1369
Master's Wealth Management
Pennsylvania
$596K +$578K +2,712 New
BC
1370
BDFS Capital
Delaware
$595K +$577K +2,707 New
SIM
1371
Stratos Investment Management
Ohio
$594K -$72.5K -340 -11%
GAM
1372
Groupama Asset Management
France
$594K -$60.1K -282 -9%
GSEP
1373
Golden State Equity Partners
California
$594K -$604K -2,832 -51%
BAAM
1374
Baker Avenue Asset Management
California
$593K +$19.6K +92 +4%
EIA
1375
Eldridge Investment Advisors
New Hampshire
$590K – – –
53 54
55
56 57