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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PGCM
1576
Prescott Group Capital Management
Oklahoma
$429K – – –
EPIM
1577
Evelyn Partners Investment Management
$427K – – –
VIPI
1578
Vista Investment Partners II
Indiana
$427K -$11.5K -50 -3%
DI
1579
Diligent Investors
California
$427K -$19.3K -84 -4%
VFA
1580
Values First Advisors
Tennessee
$426K -$9.19K -40 -2%
FP
1581
Financial Perspectives
Minnesota
$426K – – –
CIC
1582
Crawford Investment Counsel
Georgia
$425K – – –
SEP
1583
Southland Equity Partners
Missouri
$425K +$14.7K +64 +4%
IFS
1584
Ifrah Financial Services
Arkansas
$425K -$11.7K -51 -3%
SW
1585
SlateStone Wealth
Florida
$424K -$32.2K -140 -7%
RWS
1586
Resolute Wealth Strategies
Mississippi
$422K +$4.83K +21 +1%
SSCA
1587
South Shore Capital Advisors
Massachusetts
$422K +$25K +109 +6%
SW
1588
SkyOak Wealth
Michigan
$422K – – –
PWP
1589
Ponta Wealth Partners
Florida
$421K +$24.4K +106 +6%
HIC
1590
Holderness Investments Company
North Carolina
$421K – – –
ACM
1591
Aljian Capital Management
Nevada
$421K -$17.7K -77 -4%
DBIA
1592
Dumont & Blake Investment Advisors
New Jersey
$420K -$5.74K -25 -1%
GKWIM
1593
Gerber Kawasaki Wealth & Investment Management
California
$419K +$47.6K +207 +13%
OP
1594
Oslo Pensjonsforsikring
$419K +$419K +1,824 New
TAP
1595
TSG Advice Partners
Ohio
$418K +$14.7K +64 +4%
SFG
1596
Synergy Financial Group
California
$418K -$5.97K -26 -1%
BFA
1597
Bragg Financial Advisors
North Carolina
$417K +$53.8K +234 +15%
DG
1598
Dala Group
Illinois
$417K -$119K -518 -22%
SG
1599
StoneX Group
New York
$416K +$50.8K +221 +14%
MSFP
1600
Mark Sheptoff Financial Planning
Connecticut
$415K – – –
62 63
64
65 66