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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
1426
Syntegra Private Wealth Group
Missouri
$524K +$10.2K +44 +2%
SCA
1427
Stuart Chaussee & Associates
California
$523K – – –
KFP
1428
KMG Fiduciary Partners
Ohio
$521K – – –
SFB
1429
STAR Financial Bank
Indiana
$519K -$31.3K -135 -6%
AIFAIM
1430
American Institute for Advanced Investment Management
Arizona
$515K +$29K +125 +6%
CNBT
1431
Canandaigua National Bank & Trust
New York
$515K -$69.6K -300 -12%
JSSH
1432
J. Safra Sarasin Holding
$515K +$270K +1,166 +108%
SWA
1433
Stratos Wealth Advisors
Ohio
$513K +$41.3K +178 +9%
SAA
1434
Southeast Asset Advisors
Georgia
$511K – – –
GP
1435
Geneva Partners
Wisconsin
$511K +$22K +95 +4%
PWP
1436
Prasad Wealth Partners
Ohio
$511K -$6.96K -30 -1%
LAM
1437
Lewis Asset Management
California
$508K +$515K +2,221 New
SCM
1438
Stevens Capital Management
Pennsylvania
$508K +$15.8K +68 +3%
EFG
1439
Ethos Financial Group
Pennsylvania
$508K +$3.25K +14 +0.6%
PCP
1440
Proficio Capital Partners
Massachusetts
$505K +$173K +745 +51%
PP
1441
Patron Partners
Texas
$502K -$4.64K -20 -0.9%
SW
1442
SlateStone Wealth
Florida
$499K -$23.2K -100 -4%
BFWA
1443
Benchmark Financial Wealth Advisors
Florida
$498K -$28.1K -121 -5%
CFO
1444
CVA Family Office
Colorado
$498K +$5.33K +23 +1%
HIC
1445
Holderness Investments Company
North Carolina
$498K -$1.16K -5 -0.2%
NA
1446
Nautilus Advisors
California
$498K -$1.16K -5 -0.2%
TWM
1447
Tradition Wealth Management
Minnesota
$496K +$232 +1 +0%
VWA
1448
VSM Wealth Advisory
Maryland
$496K -$1.86K -8 -0.4%
EWA
1449
Etesian Wealth Advisors
Oregon
$495K -$11.1K -48 -2%
V
1450
ViaWealth
Kansas
$494K -$24.1K -104 -5%
56 57
58
59 60