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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1601
Quantum Financial Advisors
California
$415K +$116K +505 +39%
DJSG
1602
D.J. St. Germain
Massachusetts
$415K +$23K +100 +6%
FWTB
1603
First Western Trust Bank
Colorado
$415K – – –
PWMG
1604
Prestige Wealth Management Group
New Jersey
$412K -$7.81K -34 -2%
HWA
1605
Heritage Wealth Advisors
Virginia
$411K +$78.1K +340 +23%
LCWP
1606
Legacy Capital Wealth Partners
Arkansas
$411K -$16.5K -72 -4%
MCM
1607
Maple Capital Management
Vermont
$410K – – –
PFGIA
1608
Patriot Financial Group Insurance Agency
Massachusetts
$409K +$409K +1,778 New
LI
1609
LRI Investments
Florida
$409K +$46K +200 +13%
FWA
1610
Flagship Wealth Advisors
Massachusetts
$409K -$27.8K -121 -6%
MWA
1611
Meridian Wealth Advisors
Texas
$408K +$3.91K +17 +1%
RZH
1612
Relyea Zuckerberg Hanson
Connecticut
$408K +$12.6K +55 +3%
CSB
1613
City State Bank
Iowa
$408K – – –
ACS
1614
Archford Capital Strategies
Illinois
$407K +$15.9K +69 +4%
TWM
1615
TRB Wealth Management
Texas
$406K +$406K +1,769 New
ACA
1616
Alpha Capital Advisors
Maine
$405K – – –
PFSC
1617
Peoples Financial Services Corp
Pennsylvania
$405K -$4.59K -20 -1%
OL
1618
Optas LLC
Texas
$404K +$102K +446 +34%
PIA
1619
Perennial Investment Advisors
California
$402K +$9.42K +41 +2%
SWM
1620
Silverlake Wealth Management
Vermont
$402K -$91.7K -399 -19%
V
1621
ViaWealth
Kansas
$402K +$2.99K +13 +0.7%
FCB
1622
First County Bank
Connecticut
$400K +$1.84K +8 +0.5%
BFIM
1623
Beese Fulmer Investment Management
Ohio
$399K -$43.9K -191 -10%
CP
1624
Canopy Partners
Ohio
$399K -$33.3K -145 -8%
CA
1625
Calton & Associates
Florida
$399K -$14K -61 -3%
63 64
65
66 67