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Waste Management

Name Holding Trade Value Shares
Change
Change in
Stake
PDL
1401
Portfolio Design Labs
California
$460K +$264K +1,230 +117%
FAM
1402
Formidable Asset Management
Ohio
$458K – – –
V
1403
ViaWealth
Kansas
$457K -$37.6K -175 -7%
CGL
1404
Clarius Group LLC
Washington
$457K +$3.44K +16 +0.7%
PP
1405
Patron Partners
Texas
$455K +$430 +2 +0.1%
JWM
1406
Jupiter Wealth Management
Colorado
$454K – – –
GAA
1407
Global Assets Advisory
Florida
$449K -$76.2K -355 -14%
BAM
1408
Blueshift Asset Management
New Jersey
$448K +$477K +2,222 New
SPWG
1409
Syntegra Private Wealth Group
Missouri
$447K -$11K -51 -2%
DJSG
1410
D.J. St. Germain
Massachusetts
$447K +$85.9K +400 +22%
VWA
1411
VSM Wealth Advisory
Maryland
$447K +$476K +2,215 New
EWA
1412
Etesian Wealth Advisors
Oregon
$446K – – –
PCM
1413
Prelude Capital Management
New York
$446K +$475K +2,210 New
CAG
1414
Csenge Advisory Group
Florida
$445K +$109K +506 +30%
IFS
1415
Ifrah Financial Services
Arkansas
$445K -$11.8K -55 -2%
NA
1416
Nautilus Advisors
California
$442K +$470K +2,190 New
AG
1417
AmeriFlex Group
Nevada
$441K +$430K +2,004 New
TWM
1418
Tradition Wealth Management
Minnesota
$438K -$122K -568 -21%
NAS
1419
Nicolet Advisory Services
Wisconsin
$438K +$9.24K +43 +2%
MLFP
1420
MPS Loria Financial Planners
Illinois
$436K +$1.5K +7 +0.3%
JFGIW
1421
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$435K -$720K -3,350 -63%
CWAG
1422
Compton Wealth Advisory Group
Virginia
$432K – – –
GP
1423
Geneva Partners
Wisconsin
$432K -$17.2K -80 -4%
CMAI
1424
Capital Management Associates Inc
Minnesota
$432K +$17.2K +80 +4%
AssetMark Inc
1425
AssetMark Inc
California
$431K +$12.5K +58 +3%