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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
1501
Wendell David Associates
New Hampshire
$206K +$193K +1,262 New
CBFP
1502
Cedar Brook Financial Partners
Ohio
$206K -$32.8K -214 -15%
CWP
1503
Cyndeo Wealth Partners
Florida
$206K -$15.8K -103 -8%
KCM
1504
Kanawha Capital Management
Virginia
$205K +$192K +1,255 New
LG
1505
LaFleur & Godfrey
Michigan
$204K +$192K +1,252 New
KC
1506
Knuff & Co
California
$204K -$26.8K -175 -12%
AWM
1507
Ameliora Wealth Management
Switzerland
$204K – – –
PIM
1508
Profit Investment Management
Maryland
$202K +$189K +1,236 New
PFT
1509
Providence First Trust
Arizona
$201K +$188K +1,230 New
SFG
1510
SNS Financial Group
Minnesota
$201K -$21K -137 -10%
WF
1511
Wayfinding Financial
Washington
$200K -$29.6K -193 -14%
BCA
1512
Bray Capital Advisors
Florida
$200K – – –
RI
1513
Ridgewood Investments
New Jersey
$199K +$187K +1,219 New
GIA
1514
GHP Investment Advisors
Colorado
$198K -$3.98K -26 -2%
MHR
1515
Matthew Hamilton Rosenberg
$197K – – –
PK
1516
Pflug Koory
Nebraska
$197K – – –
TCA
1517
Trifecta Capital Advisors
Illinois
$194K -$2.36M -15,411 -93%
DFCM
1518
Dark Forest Capital Management
Puerto Rico
$193K +$4.9K +32 +3%
OA
1519
Operose Advisors
Wisconsin
$193K +$84.2K +550 +87%
CYG
1520
Clean Yield Group
Vermont
$192K -$4.9K -32 -3%
LFG
1521
Larson Financial Group
Missouri
$190K +$31.1K +203 +21%
CA
1522
Crewe Advisors
Utah
$186K -$6.89K -45 -4%
CWC
1523
Carolinas Wealth Consulting
North Carolina
$183K +$153 +1 +0%
TFM
1524
TFC Financial Management
Massachusetts
$181K +$919 +6 +0.5%
WTA
1525
Washington Trust Advisors
Massachusetts
$179K – – –
59 60
61
62 63