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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1576
Triad Wealth Partners
Kansas
$424K +$60.3K +271 +17%
CAS
1577
CTC Alternative Strategies
Illinois
$423K +$423K +1,900 New
RPC
1578
Rossmore Private Capital
Connecticut
$423K – – –
EPW
1579
Evolve Private Wealth
California
$423K -$47.4K -213 -10%
PDL
1580
Portfolio Design Labs
California
$422K +$1.78K +8 +0.4%
SIAP
1581
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$421K +$222 +1 +0.1%
ASG
1582
Advisory Solutions Group
Minnesota
$421K +$420K +1,890 New
OL
1583
Optas LLC
Texas
$421K +$29.6K +133 +8%
SEP
1584
Southland Equity Partners
Missouri
$421K +$8.9K +40 +2%
UAG
1585
United Advisor Group
Ohio
$420K +$58.7K +264 +16%
BF
1586
bLong Financial
Tennessee
$417K – – –
OCM
1587
Orleans Capital Management
Louisiana
$416K – – –
VWA
1588
VSM Wealth Advisory
Maryland
$416K -$55.4K -249 -12%
DI
1589
Diligent Investors
California
$415K +$1.11K +5 +0.3%
BA
1590
Ballast Advisors
Minnesota
$415K +$62.7K +282 +18%
VFA
1591
Values First Advisors
Tennessee
$413K – – –
CIC
1592
Crawford Investment Counsel
Georgia
$412K – – –
MSFP
1593
Mark Sheptoff Financial Planning
Connecticut
$412K – – –
FWTB
1594
First Western Trust Bank
Colorado
$412K +$10K +45 +2%
PWPS
1595
Pinnacle Wealth Planning Services
Ohio
$412K +$32.2K +145 +9%
TNA
1596
True North Advisors
Texas
$412K +$127K +571 +45%
RWS
1597
Resolute Wealth Strategies
Mississippi
$411K +$1.78K +8 +0.4%
IFS
1598
Ifrah Financial Services
Arkansas
$411K -$1.56K -7 -0.4%
BFC
1599
Blue Fin Capital
Rhode Island
$410K +$80.3K +361 +24%
VT
1600
Volterra Technologies
New York
$409K +$409K +1,837 New
62 63
64
65 66