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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1476
Mather Group
Illinois
$475K +$54.8K +257 +14%
VWA
1477
VSM Wealth Advisory
Maryland
$472K – – –
SWM
1478
Silverlake Wealth Management
Vermont
$472K +$458K +2,148 New
LA
1479
Legacy Advisors
Pennsylvania
$471K +$64.2K +301 +16%
GIA
1480
Gladstone Institutional Advisory
Florida
$470K -$366K -1,715 -45%
CWA
1481
Clearview Wealth Advisors
Oregon
$470K -$22K -103 -5%
JSL
1482
JT Stratford LLC
Georgia
$468K -$33.3K -156 -7%
EWA
1483
Etesian Wealth Advisors
Oregon
$467K -$8.31K -39 -2%
TWM
1484
Tradition Wealth Management
Minnesota
$464K -$7.46K -35 -2%
NA
1485
Nautilus Advisors
California
$464K -$15.3K -72 -3%
MLFP
1486
MPS Loria Financial Planners
Illinois
$462K +$1.49K +7 +0.3%
C
1487
Certuity
Florida
$462K +$46.5K +218 +12%
MIM
1488
Merrion Investment Management
New Jersey
$461K – – –
RIP
1489
Reliant Investment Partners
North Carolina
$460K -$3.41K -16 -0.8%
WMP
1490
Wealth Management Partners
Arizona
$457K – – –
SCP
1491
Sivia Capital Partners
California
$457K +$232K +1,088 +110%
SFWA
1492
Summit Financial Wealth Advisors
Louisiana
$457K -$2.13K -10 -0.5%
LNB
1493
Ledyard National Bank
$456K +$21.7K +102 +5%
CSPIA
1494
Cary Street Partners Investment Advisory
Virginia
$455K +$20.5K +96 +5%
FMLI
1495
Fukoku Mutual Life Insurance
Japan
$454K -$44.3K -208 -9%
EFG
1496
Ethos Financial Group
Pennsylvania
$454K -$37.3K -175 -8%
HA
1497
Herold Advisors
New York
$454K +$213 +1 +0%
RPC
1498
Rossmore Private Capital
Connecticut
$454K -$44.3K -208 -9%
BMO
1499
Beck Mack & Oliver
New York
$450K – – –
PCS
1500
Personal CFO Solutions
New Jersey
$449K -$114K -533 -21%
58 59
60
61 62