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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
1601
D.B. Root & Company
Pennsylvania
$254K +$234K +1,192 New
QFA
1602
Quantum Financial Advisors
California
$254K +$234K +1,192 New
BMA
1603
Brooks Moore & Associates
Tennessee
$253K – – –
FFG
1604
Frisch Financial Group
New York
$253K +$786 +4 +0.3%
PK
1605
Pflug Koory
Nebraska
$252K -$4.52K -23 -2%
SAM
1606
SignalPoint Asset Management
Missouri
$252K -$9.83K -50 -4%
RPC
1607
Rossmore Private Capital
Connecticut
$252K – – –
FCH
1608
Freestone Capital Holdings
Washington
$251K +$231K +1,178 New
CBFP
1609
Cedar Brook Financial Partners
Ohio
$251K +$4.52K +23 +2%
WF
1610
Wayfinding Financial
Washington
$250K -$786 -4 -0.3%
SMA
1611
Sage Mountain Advisors
Georgia
$250K -$55.2K -281 -19%
GSAM
1612
Grant Street Asset Management
Pennsylvania
$249K – – –
C
1613
Certuity
Florida
$248K -$63.7K -324 -22%
ACM
1614
AlphaStar Capital Management
North Carolina
$246K -$588K -2,990 -72%
LG
1615
LaFleur & Godfrey
Michigan
$246K – – –
SCI
1616
Silver Coast Investments
United States
$246K +$226K +1,152 New
GWM
1617
Gray Wealth Management
Maine
$245K +$226K +1,148 New
MA
1618
MBA Advisors
Pennsylvania
$245K +$225K +1,147 New
FFA
1619
Fi3 Financial Advisors
Indiana
$244K -$14.7K -75 -6%
ODIJL
1620
One Day In July LLC
Vermont
$244K +$225K +1,143 New
MWM
1621
Modern Wealth Management
Kansas
$244K +$225K +1,143 New
FRM
1622
Fox Run Management
Connecticut
$243K +$224K +1,139 New
TFM
1623
TFC Financial Management
Massachusetts
$242K -$3.34K -17 -1%
CC
1624
Courier Capital
New York
$241K – – –
USWIA
1625
UP Strategic Wealth Investment Advisors
Pennsylvania
$241K – – –
63 64
65
66 67