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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1501
Independent Solutions Wealth Management
New York
$428K -$1.77K -8 -0.4%
FWTB
1502
First Western Trust Bank
Colorado
$423K -$13.7K -62 -3%
GBT
1503
Grove Bank & Trust
Florida
$421K +$111K +500 +38%
PFG
1504
Putney Financial Group
California
$421K -$9.97K -45 -2%
HT
1505
Heritage Trust
Oklahoma
$419K – – –
PF
1506
Phoenix Financial
Israel
$417K +$31.7K +143 +9%
ACIM
1507
Azimuth Capital Investment Management
Michigan
$417K – – –
MW
1508
Marcum Wealth
Ohio
$415K -$18.2K -82 -4%
SWM
1509
Sculati Wealth Management
Michigan
$415K – – –
RPC
1510
Rossmore Private Capital
Connecticut
$412K +$4.65K +21 +1%
AG
1511
AmeriFlex Group
Nevada
$412K -$49.6K -224 -11%
PTC
1512
Philadelphia Trust Company
Pennsylvania
$411K -$18.8K -85 -5%
NAS
1513
Nicolet Advisory Services
Wisconsin
$410K -$67.8K -306 -14%
SEP
1514
Southland Equity Partners
Missouri
$408K -$9.52K -43 -2%
MA
1515
MBA Advisors
Pennsylvania
$408K +$28.1K +127 +8%
SIAP
1516
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$407K +$39K +176 +11%
TCBWMS
1517
Texas Capital Bank Wealth Management Services
Texas
$407K +$17.3K +78 +5%
FBFS
1518
First Business Financial Services
Wisconsin
$407K +$22.6K +102 +6%
SAM
1519
Summit Asset Management
Tennessee
$407K +$91.7K +414 +31%
BLC
1520
Brown, Lisle/Cummings
Rhode Island
$407K +$1.33K +6 +0.3%
RCA
1521
Ranch Capital Advisors
Florida
$406K +$443 +2 +0.1%
CBT
1522
Crews Bank & Trust
Florida
$406K +$1.77K +8 +0.5%
TCOTS
1523
Trust Company of the South
North Carolina
$403K +$1.99K +9 +0.5%
YC
1524
Yarbrough Capital
Tennessee
$402K +$384K +1,735 New
ORC
1525
O'Rourke & Company
Massachusetts
$401K +$664 +3 +0.2%
59 60
61
62 63