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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1551
Key Financial Inc
Pennsylvania
$57K – – –
FCA
1552
FinTrust Capital Advisors
South Carolina
$54K – – –
BEI
1553
Benjamin Edwards Inc
Missouri
$53K -$10K -66 -16%
NFSG
1554
Newbridge Financial Services Group
Florida
$52K -$9.4K -62 -16%
POIA
1555
Pin Oak Investment Advisors
Texas
$51K – – –
CWM
1556
Curi Wealth Management
North Carolina
$51K +$38.4K +253 +367%
SIS
1557
Sound Income Strategies
Florida
$49K -$17.3K -114 -27%
CB
1558
CNB Bank
Pennsylvania
$48K – – –
HWM
1559
Holloway Wealth Management
Florida
$48K – – –
RDIA
1560
RE Dickinson Investment Advisors
Iowa
$48K – – –
SCA
1561
Sandy Cove Advisors
Massachusetts
$48K – – –
CSIA
1562
Conrad Siegel Investment Advisors
Pennsylvania
$48K +$45.5K +300 New
GAM
1563
Gemmer Asset Management
California
$47K -$606 -4 -1%
LFG
1564
Larson Financial Group
Missouri
$46K – – –
WR
1565
WD Rutherford
Oregon
$46K – – –
JMF
1566
Johnson Midwest Financial
Iowa
$45K – – –
RA
1567
Rise Advisors
New York
$45K +$152 +1 +0.4%
SC
1568
Seldon Capital
California
$42K – – –
AWM
1569
Atticus Wealth Management
Florida
$42K +$1.52K +10 +4%
IWP
1570
IAG Wealth Partners
Wisconsin
$42K +$4.7K +31 +13%
PP
1571
Pacifica Partners
Canada
$41K -$910 -6 -2%
RTC
1572
Riverview Trust Company
Washington
$41K +$39.4K +260 New
AFS
1573
Annapolis Financial Services
Maryland
$37K – – –
PFGIA
1574
Patriot Financial Group Insurance Agency
Massachusetts
$36K -$84.9K -560 -71%
WB
1575
Webster Bank
Connecticut
$35K – – –
61 62
63
64 65