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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1376
Synergy Financial Group
California
$412K -$113K -577 -23%
DBIA
1377
Dumont & Blake Investment Advisors
New Jersey
$412K – – –
CCB
1378
Cutter & Co Brokerage
Missouri
$411K -$97.7K -497 -20%
BC
1379
Burney Company
Virginia
$409K +$2.95K +15 +0.8%
CA
1380
CSM Advisors
Pennsylvania
$409K -$138K -700 -27%
NRA
1381
NSI Retail Advisors
Pennsylvania
$409K -$138K -700 -27%
SW
1382
SkyOak Wealth
Michigan
$409K – – –
FWTB
1383
First Western Trust Bank
Colorado
$408K – – –
IAA
1384
Ironsides Asset Advisors
North Carolina
$407K +$26.9K +137 +8%
HT
1385
Heritage Trust
Oklahoma
$407K – – –
AWM
1386
Aviso Wealth Management
Washington
$405K +$21.6K +110 +6%
SEP
1387
Southland Equity Partners
Missouri
$405K -$6.49K -33 -2%
RWI
1388
Red Wave Investments
Pennsylvania
$404K +$4.72K +24 +1%
BFM
1389
Boothbay Fund Management
New York
$403K -$877K -4,462 -70%
TCOTS
1390
Trust Company of the South
North Carolina
$403K – – –
MAM
1391
Milestone Asset Management
Pennsylvania
$402K +$140K +712 +61%
CASB
1392
Cape Ann Savings Bank
Massachusetts
$402K -$31.8K -162 -8%
CMAI
1393
Capital Management Associates Inc
Minnesota
$402K +$7.08K +36 +2%
RA
1394
Rise Advisors
New York
$402K +$71.1K +362 +24%
PP
1395
PDS Planning
Ohio
$401K +$13K +66 +4%
TVAMP
1396
Tennessee Valley Asset Management Partners
Tennessee
$400K -$367K -1,865 -50%
ONST
1397
Old North State Trust
North Carolina
$400K +$369K +1,877 New
JSL
1398
JT Stratford LLC
Georgia
$399K -$44.2K -225 -11%
OTL
1399
Oak Thistle LLC
New York
$399K +$368K +1,873 New
ANTB
1400
AMG National Trust Bank
Colorado
$399K +$1.97K +10 +0.5%
54 55
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