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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
1426
Lakeshore Financial Planning
Michigan
$388K – – –
DJSG
1427
D.J. St. Germain
Massachusetts
$388K – – –
LFG
1428
Larson Financial Group
Missouri
$387K +$121K +584 +48%
AG
1429
AlTi Global
New York
$384K +$98.3K +473 +36%
SWM
1430
Sculati Wealth Management
Michigan
$382K – – –
APA
1431
Astoria Portfolio Advisors
New York
$380K +$144K +692 +64%
SIM
1432
Sentry Investment Management
Wisconsin
$379K -$32K -154 -8%
ARG
1433
Advisory Resource Group
Oklahoma
$379K +$208 +1 +0.1%
SOS
1434
Silver Oak Securities
Tennessee
$378K -$17.5K -84 -5%
BSHC
1435
Breed's Hill Capital
Massachusetts
$378K – – –
OR
1436
Olympiad Research
Connecticut
$378K +$368K +1,772 New
AL
1437
Aspiriant LLC
California
$376K -$96.2K -463 -21%
MYIA
1438
Mount Yale Investment Advisors
Colorado
$376K -$136K -653 -27%
KCM
1439
KRS Capital Management
Michigan
$376K +$8.52K +41 +2%
WA
1440
WESPAC Advisors
California
$376K -$3.95K -19 -1%
BLC
1441
Brown, Lisle/Cummings
Rhode Island
$373K +$364K +1,750 New
LI
1442
LRI Investments
Florida
$372K – – –
WA
1443
Wealth Architects
California
$369K -$4.16K -20 -1%
FHC
1444
Forest Hill Capital
Arkansas
$369K – – –
TC
1445
Truvestments Capital
Florida
$368K +$831 +4 +0.2%
PWA
1446
Prairie Wealth Advisors
Nebraska
$368K – – –
CPSAC
1447
Chas P. Smith & Associates (CPS)
Florida
$368K -$4.78K -23 -1%
GCIM
1448
Gunn & Company Investment Management
Florida
$368K +$358K +1,723 New
LFA
1449
Legacy Financial Advisors
Kentucky
$365K +$5.61K +27 +2%
TAM
1450
Tucker Asset Management
Colorado
$364K -$120K -576 -25%
56 57
58
59 60