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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1601
StoneX Group
New York
$416K +$50.8K +221 +14%
MSFP
1602
Mark Sheptoff Financial Planning
Connecticut
$415K – – –
QFA
1603
Quantum Financial Advisors
California
$415K +$116K +505 +39%
DJSG
1604
D.J. St. Germain
Massachusetts
$415K +$23K +100 +6%
FWTB
1605
First Western Trust Bank
Colorado
$415K – – –
PWMG
1606
Prestige Wealth Management Group
New Jersey
$412K -$7.81K -34 -2%
HWA
1607
Heritage Wealth Advisors
Virginia
$411K +$78.1K +340 +23%
LCWP
1608
Legacy Capital Wealth Partners
Arkansas
$411K -$16.5K -72 -4%
MCM
1609
Maple Capital Management
Vermont
$410K – – –
PFGIA
1610
Patriot Financial Group Insurance Agency
Massachusetts
$409K +$409K +1,778 New
LI
1611
LRI Investments
Florida
$409K +$46K +200 +13%
FWA
1612
Flagship Wealth Advisors
Massachusetts
$409K -$27.8K -121 -6%
MWA
1613
Meridian Wealth Advisors
Texas
$408K +$3.91K +17 +1%
RZH
1614
Relyea Zuckerberg Hanson
Connecticut
$408K +$12.6K +55 +3%
CSB
1615
City State Bank
Iowa
$408K – – –
ACS
1616
Archford Capital Strategies
Illinois
$407K +$15.9K +69 +4%
TWM
1617
TRB Wealth Management
Texas
$406K +$406K +1,769 New
ACA
1618
Alpha Capital Advisors
Maine
$405K – – –
PFSC
1619
Peoples Financial Services Corp
Pennsylvania
$405K -$4.59K -20 -1%
OL
1620
Optas LLC
Texas
$404K +$102K +446 +34%
PIA
1621
Perennial Investment Advisors
California
$402K +$9.42K +41 +2%
SWM
1622
Silverlake Wealth Management
Vermont
$402K -$91.7K -399 -19%
V
1623
ViaWealth
Kansas
$402K +$2.99K +13 +0.7%
FCB
1624
First County Bank
Connecticut
$400K +$1.84K +8 +0.5%
BFIM
1625
Beese Fulmer Investment Management
Ohio
$399K -$43.9K -191 -10%
63 64
65
66 67