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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1401
Cyndeo Wealth Partners
Florida
$513K -$189K -837 -26%
TC
1402
Trust Company
Kansas
$512K – – –
TCBWMS
1403
Texas Capital Bank Wealth Management Services
Texas
$512K +$44.4K +197 +9%
AWM
1404
Avior Wealth Management
Nebraska
$511K +$1.13K +5 +0.2%
AHC
1405
Adell Harriman & Carpenter
Texas
$511K – – –
CFP
1406
Catalyst Financial Partners
Massachusetts
$511K -$16.9K -75 -3%
ICM
1407
IMS Capital Management
Oregon
$507K -$253K -1,125 -33%
CA
1408
Claro Advisors
Massachusetts
$507K -$216K -957 -29%
JSL
1409
JT Stratford LLC
Georgia
$505K -$24.8K -110 -5%
SCA
1410
Stuart Chaussee & Associates
California
$505K – – –
NAS
1411
Nicolet Advisory Services
Wisconsin
$503K -$6.76K -30 -1%
FMLI
1412
Fukoku Mutual Life Insurance
Japan
$503K -$45.5K -202 -8%
KFP
1413
KMG Fiduciary Partners
Ohio
$503K – – –
RPC
1414
Rossmore Private Capital
Connecticut
$502K +$138K +612 +37%
CNBT
1415
Canandaigua National Bank & Trust
New York
$498K +$676 +3 +0.1%
NIM
1416
Needham Investment Management
New York
$497K +$507K +2,250 New
CFO
1417
CVA Family Office
Colorado
$496K +$15.1K +67 +3%
CWA
1418
Clearview Wealth Advisors
Oregon
$495K -$14.6K -65 -3%
EFG
1419
Ethos Financial Group
Pennsylvania
$495K +$4.73K +21 +0.9%
SAA
1420
Southeast Asset Advisors
Georgia
$494K – – –
LAM
1421
Lewis Asset Management
California
$491K +$225 +1 +0%
PCIG
1422
Partners Capital Investment Group
Massachusetts
$490K +$95.5K +424 +24%
AIFAIM
1423
American Institute for Advanced Investment Management
Arizona
$487K -$10.1K -45 -2%
PP
1424
Patron Partners
Texas
$486K +$1.35K +6 +0.3%
BFWA
1425
Benchmark Financial Wealth Advisors
Florida
$484K +$3.15K +14 +0.6%
55 56
57
58 59