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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1601
AlphaStar Capital Management
North Carolina
$386K +$28.6K +134 +8%
AIA
1602
AssuredPartners Investment Advisors
Florida
$384K +$118K +553 +46%
IA
1603
IFG Advisory
Georgia
$383K +$74.4K +349 +25%
BCP
1604
Berkeley Capital Partners
Georgia
$383K +$57.8K +271 +18%
SFB
1605
STAR Financial Bank
Indiana
$383K -$36.9K -173 -9%
V
1606
ViaWealth
Kansas
$381K -$39.4K -185 -10%
ACA
1607
Alpha Capital Advisors
Maine
$381K +$376K +1,762 New
FCB
1608
First County Bank
Connecticut
$381K -$2.13K -10 -0.6%
ISWM
1609
Independent Solutions Wealth Management
New York
$380K -$44.5K -209 -11%
FHC
1610
Forest Hill Capital
Arkansas
$380K – – –
PWP
1611
Ponta Wealth Partners
Florida
$380K +$368K +1,728 New
SSCA
1612
South Shore Capital Advisors
Massachusetts
$379K +$368K +1,727 New
RCA
1613
Ranch Capital Advisors
Florida
$379K +$426 +2 +0.1%
GWM
1614
Gibbs Wealth Management
Georgia
$378K +$31.3K +147 +9%
RZH
1615
Relyea Zuckerberg Hanson
Connecticut
$378K +$16.4K +77 +5%
NHT
1616
New Hampshire Trust
New Hampshire
$377K -$72.9K -342 -17%
SWM
1617
Shepherd Wealth Management
Ohio
$376K – – –
PIA
1618
Perennial Investment Advisors
California
$375K +$20.9K +98 +6%
DJSG
1619
D.J. St. Germain
Massachusetts
$375K -$1.92K -9 -0.5%
HT
1620
Heritage Trust
Oklahoma
$375K +$4.48K +21 +1%
PTC
1621
Philadelphia Trust Company
Pennsylvania
$374K – – –
ACS
1622
Archford Capital Strategies
Illinois
$374K +$2.98K +14 +0.8%
BFO
1623
Biltmore Family Office
North Carolina
$373K – – –
MCM
1624
Manchester Capital Management
Vermont
$371K +$32.8K +154 +10%
JWA
1625
JFS Wealth Advisors
Pennsylvania
$371K +$34.5K +162 +11%
63 64
65
66 67