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Waste Management
WM

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