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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1576
Allen Wealth Management
North Carolina
$328K – – –
SWM
1577
Stockman Wealth Management
Montana
$326K – – –
SI
1578
Seeds Investor
New York
$325K -$14.6K -68 -4%
JSAM
1579
J. Safra Asset Management
New York
$325K +$154K +715 +80%
FUBT
1580
First United Bank & Trust
Maryland
$325K -$4.51K -21 -1%
CAM
1581
Carret Asset Management
New York
$324K – – –
AAM
1582
Auxier Asset Management
Oregon
$324K – – –
IAG
1583
Investment Advisory Group
Massachusetts
$324K -$6.66K -31 -2%
CAM
1584
Cidel Asset Management
Ontario, Canada
$322K – – –
SIAP
1585
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$320K +$43.2K +201 +15%
OPPS
1586
Obsidian Personal Planning Solutions
Maryland
$319K – – –
FNBT
1587
FineMark National Bank & Trust
Florida
$319K -$60.8K -283 -15%
DFG
1588
Delta Financial Group
New Jersey
$319K +$215 +1 +0.1%
FFC
1589
First Financial Corp
Indiana
$319K +$83.6K +389 +33%
EP
1590
Edgestream Partners
New Jersey
$319K +$339K +1,579 New
LFA
1591
Legacy Financial Advisors
Kentucky
$318K -$26.6K -124 -7%
PWM
1592
PBMares Wealth Management
Virginia
$316K +$215 +1 +0.1%
BWS
1593
Broadway Wealth Solutions
Texas
$315K +$336K +1,563 New
TFP
1594
Tilia Fiduciary Partners
North Carolina
$315K -$7.3K -34 -2%
DAC
1595
Dividend Assets Capital
South Carolina
$314K -$12K -56 -3%
NFG
1596
Nadler Financial Group
Illinois
$314K +$334K +1,557 New
LAM
1597
L2 Asset Management
Massachusetts
$313K -$7.52K -35 -2%
CASB
1598
Cape Ann Savings Bank
Massachusetts
$313K -$10.7K -50 -3%
HBT
1599
Heartland Bank & Trust
Illinois
$312K -$9.88K -46 -3%
MYIA
1600
Mount Yale Investment Advisors
Colorado
$311K -$5.37K -25 -2%
62 63
64
65 66