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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1576
HC Advisors
Georgia
$329K +$28.4K +132 +9%
AWM
1577
Allen Wealth Management
North Carolina
$328K – – –
SWM
1578
Stockman Wealth Management
Montana
$326K – – –
SI
1579
Seeds Investor
New York
$325K -$14.6K -68 -4%
JSAM
1580
J. Safra Asset Management
New York
$325K +$154K +715 +80%
FUBT
1581
First United Bank & Trust
Maryland
$325K -$4.51K -21 -1%
CAM
1582
Carret Asset Management
New York
$324K – – –
AAM
1583
Auxier Asset Management
Oregon
$324K – – –
IAG
1584
Investment Advisory Group
Massachusetts
$324K -$6.66K -31 -2%
CAM
1585
Cidel Asset Management
Ontario, Canada
$322K – – –
SIAP
1586
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$320K +$43.2K +201 +15%
OPPS
1587
Obsidian Personal Planning Solutions
Maryland
$319K – – –
FNBT
1588
FineMark National Bank & Trust
Florida
$319K -$60.8K -283 -15%
DFG
1589
Delta Financial Group
New Jersey
$319K +$215 +1 +0.1%
FFC
1590
First Financial Corp
Indiana
$319K +$83.6K +389 +33%
EP
1591
Edgestream Partners
New Jersey
$319K +$339K +1,579 New
LFA
1592
Legacy Financial Advisors
Kentucky
$318K -$26.6K -124 -7%
PWM
1593
PBMares Wealth Management
Virginia
$316K +$215 +1 +0.1%
BWS
1594
Broadway Wealth Solutions
Texas
$315K +$336K +1,563 New
TFP
1595
Tilia Fiduciary Partners
North Carolina
$315K -$7.3K -34 -2%
DAC
1596
Dividend Assets Capital
South Carolina
$314K -$12K -56 -3%
NFG
1597
Nadler Financial Group
Illinois
$314K +$334K +1,557 New
LAM
1598
L2 Asset Management
Massachusetts
$313K -$7.52K -35 -2%
CASB
1599
Cape Ann Savings Bank
Massachusetts
$313K -$10.7K -50 -3%
HBT
1600
Heartland Bank & Trust
Illinois
$312K -$9.88K -46 -3%
62 63
64
65 66