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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
1426
Cape Ann Savings Bank
Massachusetts
$528K -$10.7K -50 -2%
VC
1427
VarCov Co
Connecticut
$527K +$511K +2,399 New
CCWM
1428
Cassaday & Co Wealth Management
Virginia
$527K +$9.59K +45 +2%
BAM
1429
Belleair Asset Management
Florida
$525K +$510K +2,391 New
CWP
1430
Cyndeo Wealth Partners
Florida
$524K +$13.4K +63 +3%
CA
1431
Claro Advisors
Massachusetts
$522K +$17.5K +82 +4%
QWP
1432
Quotient Wealth Partners
Texas
$521K -$142K -667 -22%
DWM
1433
Dogwood Wealth Management
Kansas
$520K -$144K -675 -22%
BWM
1434
Buska Wealth Management
Wisconsin
$520K -$12.6K -59 -2%
AIS
1435
AM Investment Strategies
Tennessee
$520K – – –
WKWM
1436
Walter & Keenan Wealth Management
Indiana
$519K +$73.1K +343 +17%
PP
1437
Patron Partners
Texas
$519K +$34.5K +162 +7%
HDIM
1438
Hanson & Doremus Investment Management
Vermont
$518K +$147K +691 +41%
WDG
1439
Wealth Dimensions Group
Ohio
$518K +$3.41K +16 +0.7%
HI
1440
Hudock Inc
Pennsylvania
$517K +$426 +2 +0.1%
SWA
1441
Stratos Wealth Advisors
Ohio
$516K -$62.2K -292 -11%
TCM
1442
Tributary Capital Management
Nebraska
$515K -$14.9K -70 -3%
MW
1443
Maia Wealth
Colorado
$513K -$5.33K -25 -1%
DG
1444
Dala Group
Illinois
$512K +$497K +2,331 New
PWA
1445
Primoris Wealth Advisors
Florida
$512K -$21.3K -100 -4%
FAM
1446
Formidable Asset Management
Ohio
$512K – – –
NDBT
1447
North Dallas Bank & Trust
Texas
$510K +$495K +2,323 New
AHC
1448
Adell Harriman & Carpenter
Texas
$508K – – –
CFO
1449
CVA Family Office
Colorado
$507K +$13K +61 +3%
CFO
1450
Cambient Family Office
Michigan
$505K +$490K +2,300 New
56 57
58
59 60