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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1426
VarCov Co
Connecticut
$527K +$511K +2,399 New
CCWM
1427
Cassaday & Co Wealth Management
Virginia
$527K +$9.59K +45 +2%
BAM
1428
Belleair Asset Management
Florida
$525K +$510K +2,391 New
CWP
1429
Cyndeo Wealth Partners
Florida
$524K +$13.4K +63 +3%
CA
1430
Claro Advisors
Massachusetts
$522K +$17.5K +82 +4%
QWP
1431
Quotient Wealth Partners
Texas
$521K -$142K -667 -22%
DWM
1432
Dogwood Wealth Management
Kansas
$520K -$144K -675 -22%
BWM
1433
Buska Wealth Management
Wisconsin
$520K -$12.6K -59 -2%
AIS
1434
AM Investment Strategies
Tennessee
$520K – – –
WKWM
1435
Walter & Keenan Wealth Management
Indiana
$519K +$73.1K +343 +17%
PP
1436
Patron Partners
Texas
$519K +$34.5K +162 +7%
HDIM
1437
Hanson & Doremus Investment Management
Vermont
$518K +$147K +691 +41%
WDG
1438
Wealth Dimensions Group
Ohio
$518K +$3.41K +16 +0.7%
HI
1439
Hudock Inc
Pennsylvania
$517K +$426 +2 +0.1%
SWA
1440
Stratos Wealth Advisors
Ohio
$516K -$62.2K -292 -11%
TCM
1441
Tributary Capital Management
Nebraska
$515K -$14.9K -70 -3%
MW
1442
Maia Wealth
Colorado
$513K -$5.33K -25 -1%
DG
1443
Dala Group
Illinois
$512K +$497K +2,331 New
PWA
1444
Primoris Wealth Advisors
Florida
$512K -$21.3K -100 -4%
FAM
1445
Formidable Asset Management
Ohio
$512K – – –
NDBT
1446
North Dallas Bank & Trust
Texas
$510K +$495K +2,323 New
AHC
1447
Adell Harriman & Carpenter
Texas
$508K – – –
CFO
1448
CVA Family Office
Colorado
$507K +$13K +61 +3%
CFO
1449
Cambient Family Office
Michigan
$505K +$490K +2,300 New
EFG
1450
Everhart Financial Group
Ohio
$503K +$488K +2,289 New
56 57
58
59 60