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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1351
Pure Financial Advisors
California
$677K -$56.3K -245 -8%
PCA
1352
Pallas Capital Advisors
Massachusetts
$674K +$61.8K +269 +10%
IIM
1353
Illumine Investment Management
Washington
$674K – – –
PCMF
1354
Private Capital Management (Florida)
Florida
$672K – – –
PFBT
1355
Parkside Financial Bank & Trust
Missouri
$672K -$113K -490 -14%
CGH
1356
CMG Global Holdings
Texas
$668K -$1.15K -5 -0.2%
FWM
1357
Forza Wealth Management
Florida
$667K – – –
PWMAG
1358
Pinnacle Wealth Management Advisory Group
New Jersey
$665K -$267K -1,163 -29%
NAAA
1359
New Age Alpha Advisors
New York
$664K +$67.1K +292 +11%
SAM
1360
Silphium Asset Management
United Kingdom
$656K -$1,000K -4,350 -60%
BC
1361
BDFS Capital
Delaware
$655K +$32.9K +143 +5%
AAP
1362
Arax Advisory Partners
Colorado
$654K -$167K -728 -20%
WWM
1363
Waterway Wealth Management
Texas
$652K -$151K -655 -19%
AHC
1364
Adell Harriman & Carpenter
Texas
$652K +$120K +522 +23%
AWAP
1365
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$649K – – –
CWM
1366
Connecticut Wealth Management
Connecticut
$646K -$8.04K -35 -1%
VCM
1367
Vision Capital Management
Oregon
$644K -$460 -2 -0.1%
SA
1368
SL Advisors
New Jersey
$643K -$8.96K -39 -1%
TW
1369
Tempo Wealth
Ohio
$642K +$89.8K +391 +16%
PFT
1370
Providence First Trust
Arizona
$641K +$641K +2,788 New
MHC
1371
Meyer Handelman Company
New York
$638K – – –
AP
1372
Atwood & Palmer
Missouri
$637K – – –
CFO
1373
Cambient Family Office
Michigan
$636K +$107K +467 +20%
GM
1374
GeoWealth Management
Illinois
$635K -$46.4K -202 -7%
CWP
1375
Cyndeo Wealth Partners
Florida
$634K +$85.7K +373 +16%
53 54
55
56 57