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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1551
Prairie Wealth Advisors
Nebraska
$340K – – –
TCBWMS
1552
Texas Capital Bank Wealth Management Services
Texas
$339K +$3.44K +16 +1%
TNBTD
1553
Trustmark National Bank Trust Department
Mississippi
$339K -$11.6K -54 -3%
WA
1554
Wealth Architects
California
$339K -$11.6K -54 -3%
WA1
1555
Wimmer Associates 1
California
$338K -$5.37K -25 -1%
WAG
1556
Winthrop Advisory Group
Massachusetts
$338K +$86.6K +403 +32%
WIA
1557
Wetzel Investment Advisors
Indiana
$336K +$12.7K +59 +4%
PWP
1558
Prasad Wealth Partners
Ohio
$336K +$358K +1,667 New
MWM
1559
Modern Wealth Management
Kansas
$336K +$2.79K +13 +0.8%
RT
1560
Rockland Trust
Massachusetts
$335K -$43K -200 -11%
FBFS
1561
First Business Financial Services
Wisconsin
$334K – – –
PF
1562
Phoenix Financial
Israel
$334K +$36.5K +170 +11%
PFA
1563
Pure Financial Advisors
California
$334K +$2.58K +12 +0.7%
RZH
1564
Relyea Zuckerberg Hanson
Connecticut
$334K -$6.01K -28 -2%
LS
1565
Leelyn Smith
Illinois
$333K -$8.59K -40 -2%
ACS
1566
Archford Capital Strategies
Illinois
$333K +$859 +4 +0.2%
CM
1567
Capula Management
Cayman Islands
$333K +$354K +1,650 New
AWA
1568
Amplius Wealth Advisors
Pennsylvania
$333K – – –
BFA
1569
Bragg Financial Advisors
North Carolina
$332K -$20.4K -95 -5%
SLWA
1570
San Luis Wealth Advisors
California
$331K +$644 +3 +0.2%
PCM
1571
Polymer Capital Management
New York
$331K +$352K +1,638 New
NG
1572
Novem Group
New York
$330K +$351K +1,636 New
BFIM
1573
Beese Fulmer Investment Management
Ohio
$330K – – –
MA
1574
MBA Advisors
Pennsylvania
$330K +$24.1K +112 +7%
HA
1575
HC Advisors
Georgia
$329K +$28.4K +132 +9%
61 62
63
64 65