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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1526
Golden State Equity Partners
California
$356K -$113K -528 -23%
WA
1527
WESPAC Advisors
California
$356K +$215 +1 +0.1%
RPC
1528
Rossmore Private Capital
Connecticut
$355K +$125K +580 +49%
RCA
1529
Ranch Capital Advisors
Florida
$354K +$215 +1 +0.1%
BLC
1530
Brown, Lisle/Cummings
Rhode Island
$353K – – –
CBT
1531
Crews Bank & Trust
Florida
$352K +$375K +1,745 New
LI
1532
LRI Investments
Florida
$352K – – –
PB
1533
Pinnacle Bancorp
Nebraska
$350K +$21.5K +100 +6%
TCOTS
1534
Trust Company of the South
North Carolina
$349K -$43.4K -202 -10%
FHC
1535
Forest Hill Capital
Arkansas
$349K – – –
ORC
1536
O'Rourke & Company
Massachusetts
$349K +$22.3K +104 +6%
CF
1537
Claris Financial
Virginia
$349K +$371K +1,728 New
BWM
1538
BlackDiamond Wealth Management
New York
$347K +$859 +4 +0.2%
CCB
1539
Cutter & Co Brokerage
Missouri
$347K +$644 +3 +0.2%
PA
1540
PFG Advisors
Arizona
$346K -$41.2K -192 -10%
BOS
1541
Bank of Stockton
California
$346K -$2.15K -10 -0.6%
PCS
1542
Personal CFO Solutions
New Jersey
$346K -$8.38K -39 -2%
HIMS
1543
Hager Investment Management Services
New Hampshire
$345K +$367K +1,710 New
MWA
1544
Meridian Wealth Advisors
Texas
$345K -$30.5K -142 -8%
AIA
1545
AssuredPartners Investment Advisors
Florida
$344K +$367K +1,707 New
ZF
1546
Zhang Financial
Michigan
$344K +$366K +1,705 New
SI
1547
Severin Investments
Missouri
$343K +$365K +1,701 New
BFO
1548
Biltmore Family Office
North Carolina
$343K – – –
ARG
1549
Advisory Resource Group
Oklahoma
$341K +$215 +1 +0.1%
EC
1550
EntryPoint Capital
New York
$340K +$36.9K +172 +11%
60 61
62
63 64