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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1526
bLong Financial
Tennessee
$428K – – –
GKFF
1527
George Kaiser Family Foundation
Oklahoma
$427K +$132K +567 +44%
MSFP
1528
Mark Sheptoff Financial Planning
Connecticut
$426K +$2.78K +12 +0.6%
HWA
1529
Heritage Wealth Advisors
Virginia
$425K – – –
RWS
1530
Resolute Wealth Strategies
Mississippi
$425K -$1.16K -5 -0.3%
SW
1531
SkyOak Wealth
Michigan
$420K -$19K -82 -4%
CBT
1532
Crews Bank & Trust
Florida
$420K +$19K +82 +5%
FWTB
1533
First Western Trust Bank
Colorado
$418K – – –
TCOTS
1534
Trust Company of the South
North Carolina
$415K +$17.4K +75 +4%
PWMG
1535
Prestige Wealth Management Group
New Jersey
$413K +$103K +444 +33%
LAM
1536
L2 Asset Management
Massachusetts
$412K +$21.8K +94 +6%
ACIM
1537
Azimuth Capital Investment Management
Michigan
$412K – – –
SI
1538
Severin Investments
Missouri
$411K +$26.9K +116 +7%
ETC
1539
Exchange Traded Concepts
Oklahoma
$411K +$138K +595 +50%
MA
1540
MBA Advisors
Pennsylvania
$411K +$8.35K +36 +2%
PCIG
1541
Partners Capital Investment Group
Massachusetts
$411K +$416K +1,795 New
PCS
1542
Personal CFO Solutions
New Jersey
$410K +$23.4K +101 +6%
SC
1543
Soundwatch Capital
Connecticut
$407K +$413K +1,781 New
AT
1544
American Trust
Kentucky
$407K +$413K +1,779 New
PTC
1545
Philadelphia Trust Company
Pennsylvania
$406K – – –
FBFS
1546
First Business Financial Services
Wisconsin
$402K – – –
RZH
1547
Relyea Zuckerberg Hanson
Connecticut
$400K +$16.5K +71 +4%
FCB
1548
First County Bank
Connecticut
$399K +$140K +602 +53%
NB
1549
NBT Bank
New York
$399K -$34.8K -150 -8%
PWPS
1550
Pinnacle Wealth Planning Services
Ohio
$398K -$32.7K -141 -7%
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