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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1576
SkyOak Wealth
Michigan
$403K – – –
HIC
1577
Holderness Investments Company
North Carolina
$403K -$19.2K -90 -5%
PWMG
1578
Prestige Wealth Management Group
New Jersey
$402K -$10.7K -50 -3%
KFS
1579
Kurt F. Somerville
$401K +$107K +500 +38%
BC
1580
Burney Company
Virginia
$399K -$204K -957 -35%
RWS
1581
Resolute Wealth Strategies
Mississippi
$399K -$10K -47 -3%
WC
1582
Waterloo Capital
Texas
$398K -$372K -1,743 -49%
VT
1583
Volterra Technologies
New York
$397K +$386K +1,809 New
CBT
1584
Crews Bank & Trust
Florida
$397K – – –
FWTB
1585
First Western Trust Bank
Colorado
$397K -$2.35K -11 -0.6%
MA
1586
MBA Advisors
Pennsylvania
$396K -$2.35K -11 -0.6%
CA
1587
Calton & Associates
Florida
$394K +$35K +164 +10%
TC
1588
Truvestments Capital
Florida
$394K +$853 +4 +0.2%
ACI
1589
Alpha Cubed Investments
California
$393K +$1.07K +5 +0.3%
CCWP
1590
Cedar Cove Wealth Partners
Minnesota
$393K +$381K +1,787 New
SEP
1591
Southland Equity Partners
Missouri
$392K +$4.69K +22 +1%
ML
1592
McAdam LLC
Pennsylvania
$392K +$26.4K +124 +7%
MCM
1593
Maple Capital Management
Vermont
$392K +$13.4K +63 +4%
DS
1594
DRW Securities
Illinois
$391K +$380K +1,781 New
PFSC
1595
Peoples Financial Services Corp
Pennsylvania
$391K -$68.8K -323 -15%
AT
1596
American Trust
Kentucky
$391K +$379K +1,779 New
BMCM
1597
Bryn Mawr Capital Management
Pennsylvania
$390K +$87.4K +410 +30%
CSB
1598
City State Bank
Iowa
$390K -$23.4K -110 -6%
MWA
1599
Meridian Wealth Advisors
Texas
$387K +$3.84K +18 +1%
TAP
1600
TSG Advice Partners
Ohio
$386K +$374K +1,755 New
62 63
64
65 66