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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
1551
Signet Private Wealth
Illinois
$418K +$405K +1,901 New
NAS
1552
Nicolet Advisory Services
Wisconsin
$418K -$85.5K -401 -17%
IFS
1553
Ifrah Financial Services
Arkansas
$418K -$14.7K -69 -4%
SAM
1554
Sawgrass Asset Management
Florida
$416K – – –
VFA
1555
Values First Advisors
Tennessee
$416K – – –
NB
1556
NBT Bank
New York
$416K – – –
SIAP
1557
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$415K +$213 +1 +0.1%
CP
1558
Canopy Partners
Ohio
$413K -$48.2K -226 -11%
JWM
1559
Jeppson Wealth Management
California
$412K -$46.5K -218 -10%
MWS
1560
MFA Wealth Services
California
$411K +$99.5K +467 +33%
BF
1561
bLong Financial
Tennessee
$411K – – –
PGCM
1562
Prescott Group Capital Management
Oklahoma
$410K -$208K -977 -34%
GKFF
1563
George Kaiser Family Foundation
Oklahoma
$410K – – –
CWAG
1564
Compton Wealth Advisory Group
Virginia
$409K – – –
LCWP
1565
Legacy Capital Wealth Partners
Arkansas
$409K -$21.3K -100 -5%
EPIM
1566
Evelyn Partners Investment Management
$409K – – –
ONST
1567
Old North State Trust
North Carolina
$408K -$43.3K -203 -10%
AIM
1568
Advyzon Investment Management
Illinois
$408K +$114K +533 +40%
DBIA
1569
Dumont & Blake Investment Advisors
New Jersey
$407K -$5.33K -25 -1%
FP
1570
Financial Perspectives
Minnesota
$407K – – –
CIC
1571
Crawford Investment Counsel
Georgia
$407K – – –
MSFP
1572
Mark Sheptoff Financial Planning
Connecticut
$407K – – –
SFG
1573
Synergy Financial Group
California
$405K -$17.1K -80 -4%
ESC
1574
Eurizon SLJ Capital
$404K +$392K +1,840 New
DA
1575
Drake & Associates
Wisconsin
$404K -$67.8K -318 -15%
61 62
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64 65