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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1376
Geneos Wealth Management
Colorado
$334K -$28.3K -169 -8%
ANTB
1377
AMG National Trust Bank
Colorado
$333K -$5.87K -35 -2%
GSEP
1378
Golden State Equity Partners
California
$332K +$20.8K +124 +7%
MSFP
1379
Mark Sheptoff Financial Planning
Connecticut
$331K – – –
CMAI
1380
Capital Management Associates Inc
Minnesota
$331K +$310K +1,849 New
HIMC
1381
Heritage Investors Management Corp
Maryland
$331K – – –
VCM
1382
Versant Capital Management
Arizona
$331K -$1.34K -8 -0.4%
MWA
1383
Meridian Wealth Advisors
Texas
$330K -$15.4K -92 -5%
SFG
1384
Sather Financial Group
Texas
$330K – – –
RWP
1385
Revolve Wealth Partners
New Jersey
$328K +$51.5K +307 +20%
ACS
1386
Archford Capital Strategies
Illinois
$328K -$79.8K -476 -21%
DJSG
1387
D.J. St. Germain
Massachusetts
$327K -$19.6K -117 -6%
LFP
1388
Lakeshore Financial Planning
Michigan
$326K +$335 +2 +0.1%
PP
1389
PDS Planning
Ohio
$325K +$9.89K +59 +3%
SAI
1390
Savvy Advisors Inc
New York
$324K +$303K +1,807 New
MIM
1391
Merrion Investment Management
New Jersey
$322K – – –
SWM
1392
Sculati Wealth Management
Michigan
$321K – – –
CFP
1393
Catalyst Financial Partners
Massachusetts
$320K +$35K +209 +13%
AWM
1394
Aviso Wealth Management
Washington
$320K +$300K +1,789 New
SFO
1395
Stokes Family Office
Louisiana
$320K -$934K -5,570 -76%
BA
1396
Ballast Advisors
Minnesota
$320K -$3.69K -22 -1%
KFGK
1397
Keystone Financial Group (Kentucky)
Kentucky
$319K +$8.38K +50 +3%
BSHC
1398
Breed's Hill Capital
Massachusetts
$318K +$297K +1,773 New
IAA
1399
Ironsides Asset Advisors
North Carolina
$317K -$38.1K -227 -11%
ARG
1400
Advisory Resource Group
Oklahoma
$317K +$335 +2 +0.1%
54 55
56
57 58