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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1426
Stuart Chaussee & Associates
California
$523K – – –
KFP
1427
KMG Fiduciary Partners
Ohio
$521K – – –
SFB
1428
STAR Financial Bank
Indiana
$519K -$31.3K -135 -6%
AIFAIM
1429
American Institute for Advanced Investment Management
Arizona
$515K +$29K +125 +6%
CNBT
1430
Canandaigua National Bank & Trust
New York
$515K -$69.6K -300 -12%
JSSH
1431
J. Safra Sarasin Holding
$515K +$270K +1,166 +108%
SWA
1432
Stratos Wealth Advisors
Ohio
$513K +$41.3K +178 +9%
SAA
1433
Southeast Asset Advisors
Georgia
$511K – – –
GP
1434
Geneva Partners
Wisconsin
$511K +$22K +95 +4%
PWP
1435
Prasad Wealth Partners
Ohio
$511K -$6.96K -30 -1%
LAM
1436
Lewis Asset Management
California
$508K +$515K +2,221 New
SCM
1437
Stevens Capital Management
Pennsylvania
$508K +$15.8K +68 +3%
EFG
1438
Ethos Financial Group
Pennsylvania
$508K +$3.25K +14 +0.6%
PCP
1439
Proficio Capital Partners
Massachusetts
$505K +$173K +745 +51%
PP
1440
Patron Partners
Texas
$502K -$4.64K -20 -0.9%
SW
1441
SlateStone Wealth
Florida
$499K -$23.2K -100 -4%
BFWA
1442
Benchmark Financial Wealth Advisors
Florida
$498K -$28.1K -121 -5%
CFO
1443
CVA Family Office
Colorado
$498K +$5.33K +23 +1%
HIC
1444
Holderness Investments Company
North Carolina
$498K -$1.16K -5 -0.2%
NA
1445
Nautilus Advisors
California
$498K -$1.16K -5 -0.2%
TWM
1446
Tradition Wealth Management
Minnesota
$496K +$232 +1 +0%
VWA
1447
VSM Wealth Advisory
Maryland
$496K -$1.86K -8 -0.4%
EWA
1448
Etesian Wealth Advisors
Oregon
$495K -$11.1K -48 -2%
V
1449
ViaWealth
Kansas
$494K -$24.1K -104 -5%
MLFP
1450
MPS Loria Financial Planners
Illinois
$494K -$2.32K -10 -0.5%
56 57
58
59 60