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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1526
Vicus Capital
Pennsylvania
$295K +$272K +1,386 New
SIAP
1527
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$294K +$197 +1 +0.1%
ZIM
1528
Zacks Investment Management
Illinois
$293K -$64.3K -327 -19%
HC
1529
Hamilton Capital
Ohio
$293K -$4.32K -22 -2%
EPWM
1530
Essex Private Wealth Management
Massachusetts
$292K +$269K +1,370 New
CWM
1531
Congress Wealth Management
Massachusetts
$292K -$36.6K -186 -12%
FFA
1532
Fortune Financial Advisors
Kansas
$292K -$7.86K -40 -3%
OA
1533
Operose Advisors
Wisconsin
$292K – – –
PCG
1534
Prosperity Consulting Group
Maryland
$291K +$42.6K +217 +19%
SFS
1535
Strategic Financial Services
New York
$291K – – –
1W
1536
1776 Wealth
Georgia
$290K +$197 +1 +0.1%
AL
1537
ADE LLC
Maryland
$289K – – –
AIA
1538
Angeles Investment Advisors
California
$289K +$267K +1,358 New
BHWM
1539
Beaird Harris Wealth Management
Texas
$289K -$69K -351 -21%
FF
1540
Financial Futures
New Jersey
$288K – – –
BIM
1541
Bridges Investment Management
Nebraska
$288K – – –
PFA
1542
Pure Financial Advisors
California
$287K -$20.6K -105 -7%
SWP
1543
Semus Wealth Partners
Florida
$287K -$40.7K -207 -13%
BWM
1544
Blossom Wealth Management
California
$287K – – –
SAM
1545
Summit Asset Management
Tennessee
$286K – – –
MCP
1546
Mirador Capital Partners
California
$286K -$2.49M -12,690 -90%
PI
1547
PineBridge Investments
New York
$285K -$2.02M -10,295 -89%
AG
1548
AlTi Global
New York
$283K +$261K +1,329 New
HBW
1549
Hazlett, Burt & Watson
West Virginia
$283K – – –
SWA
1550
Stratos Wealth Advisors
Ohio
$283K +$260K +1,325 New
60 61
62
63 64