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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1626
Wayfinding Financial
Washington
$257K +$2.49K +12 +1%
PWM
1627
PBMares Wealth Management
Virginia
$256K – – –
GBT
1628
Grove Bank & Trust
Florida
$256K +$40.5K +195 +19%
SGAM
1629
Smith Group Asset Management
Texas
$256K +$249K +1,200 New
FCA
1630
FinTrust Capital Advisors
South Carolina
$256K +$92.7K +446 +59%
SEIA
1631
Signature Estate & Investment Advisors
California
$254K +$248K +1,193 New
QFA
1632
Quantum Financial Advisors
California
$254K – – –
FFC
1633
First Financial Corp
Indiana
$254K -$21.4K -103 -8%
FFG
1634
Frisch Financial Group
New York
$254K +$831 +4 +0.3%
FFA
1635
Fi3 Financial Advisors
Indiana
$254K +$3.12K +15 +1%
BMA
1636
Brooks Moore & Associates
Tennessee
$254K – – –
BWP
1637
Balboa Wealth Partners
Arizona
$253K -$6.24K -30 -2%
ACM
1638
AlphaStar Capital Management
North Carolina
$252K +$6.24K +30 +3%
KCM
1639
Kanawha Capital Management
Virginia
$252K +$32.2K +155 +15%
RPC
1640
Rossmore Private Capital
Connecticut
$252K – – –
HC
1641
Hamilton Capital
Ohio
$252K -$40.3K -194 -14%
OL
1642
Optas LLC
Texas
$251K +$23.1K +111 +10%
GWP
1643
Gen-Wealth Partners
Michigan
$251K +$21.6K +104 +10%
WP
1644
WMS Partners
Maryland
$251K +$39.7K +191 +19%
PDL
1645
Portfolio Design Labs
California
$250K -$76.9K -370 -24%
GSAM
1646
Grant Street Asset Management
Pennsylvania
$249K – – –
CRI
1647
Colonial River Investments
Virginia
$249K +$34.3K +165 +16%
NCTC
1648
New Covenant Trust Company
Indiana
$248K +$6.44K +31 +3%
RPWA
1649
Regent Peak Wealth Advisors
Georgia
$248K +$9.56K +46 +4%
DFCM
1650
Dark Forest Capital Management
Puerto Rico
$246K -$190K -916 -44%
64 65
66
67 68