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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
1401
Sherbrooke Park Advisers
New York
$515K +$203K +900 +63%
GP
1402
Geneva Partners
Wisconsin
$514K +$21.2K +94 +4%
CWP
1403
Cyndeo Wealth Partners
Florida
$513K -$189K -837 -26%
TC
1404
Trust Company
Kansas
$512K – – –
TCBWMS
1405
Texas Capital Bank Wealth Management Services
Texas
$512K +$44.4K +197 +9%
AWM
1406
Avior Wealth Management
Nebraska
$511K +$1.13K +5 +0.2%
AHC
1407
Adell Harriman & Carpenter
Texas
$511K – – –
CFP
1408
Catalyst Financial Partners
Massachusetts
$511K -$16.9K -75 -3%
ICM
1409
IMS Capital Management
Oregon
$507K -$253K -1,125 -33%
CA
1410
Claro Advisors
Massachusetts
$507K -$216K -957 -29%
JSL
1411
JT Stratford LLC
Georgia
$505K -$24.8K -110 -5%
SCA
1412
Stuart Chaussee & Associates
California
$505K – – –
NAS
1413
Nicolet Advisory Services
Wisconsin
$503K -$6.76K -30 -1%
FMLI
1414
Fukoku Mutual Life Insurance
Japan
$503K -$45.5K -202 -8%
KFP
1415
KMG Fiduciary Partners
Ohio
$503K – – –
RPC
1416
Rossmore Private Capital
Connecticut
$502K +$138K +612 +37%
CNBT
1417
Canandaigua National Bank & Trust
New York
$498K +$676 +3 +0.1%
NIM
1418
Needham Investment Management
New York
$497K +$507K +2,250 New
CFO
1419
CVA Family Office
Colorado
$496K +$15.1K +67 +3%
CWA
1420
Clearview Wealth Advisors
Oregon
$495K -$14.6K -65 -3%
EFG
1421
Ethos Financial Group
Pennsylvania
$495K +$4.73K +21 +0.9%
SAA
1422
Southeast Asset Advisors
Georgia
$494K – – –
LAM
1423
Lewis Asset Management
California
$491K +$225 +1 +0%
PCIG
1424
Partners Capital Investment Group
Massachusetts
$490K +$95.5K +424 +24%
AIFAIM
1425
American Institute for Advanced Investment Management
Arizona
$487K -$10.1K -45 -2%
55 56
57
58 59