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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
1401
Old North State Trust
North Carolina
$388K – – –
APA
1402
Astoria Portfolio Advisors
New York
$387K +$10K +48 +3%
FNBT
1403
FineMark National Bank & Trust
Florida
$387K -$55.5K -266 -12%
RT
1404
Rockland Trust
Massachusetts
$386K +$2.71K +13 +0.7%
LI
1405
LRI Investments
Florida
$386K – – –
BWM
1406
BlackDiamond Wealth Management
New York
$386K -$1.25K -6 -0.3%
MWA
1407
Meridian Wealth Advisors
Texas
$384K +$417 +2 +0.1%
MSFP
1408
Mark Sheptoff Financial Planning
Connecticut
$384K – – –
CG
1409
Cynosure Group
Utah
$384K +$417 +2 +0.1%
EHC
1410
Everett Harris & Co
California
$383K +$40.9K +196 +12%
RWP
1411
Revolve Wealth Partners
New Jersey
$382K -$3.13K -15 -0.8%
SC
1412
Saturna Capital
Washington
$382K – – –
FAFN
1413
First Affirmative Financial Network
Colorado
$380K -$96.2K -461 -20%
FI
1414
Fosun International
China
$380K +$382K +1,829 New
AFG
1415
Argent Financial Group
Louisiana
$379K +$381K +1,825 New
AIA
1416
Alera Investment Advisors
Illinois
$378K -$10.4K -50 -3%
LFP
1417
Lakeshore Financial Planning
Michigan
$377K – – –
DJSG
1418
D.J. St. Germain
Massachusetts
$377K – – –
SEP
1419
Southland Equity Partners
Missouri
$375K -$16.9K -81 -4%
ACIM
1420
Azimuth Capital Investment Management
Michigan
$374K +$104K +500 +38%
SWM
1421
Sculati Wealth Management
Michigan
$372K – – –
DA
1422
Drake & Associates
Wisconsin
$372K +$67K +321 +22%
SAM
1423
Secure Asset Management
Michigan
$371K +$373K +1,787 New
SWA
1424
Stratos Wealth Advisors
Ohio
$370K +$90.5K +434 +32%
SIM
1425
Sentry Investment Management
Wisconsin
$369K – – –
55 56
57
58 59