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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1651
Continuum Advisory
Idaho
$390K +$118K +531 +44%
AT
1652
American Trust
Kentucky
$390K +$389K +1,750 New
FCB
1653
First County Bank
Connecticut
$389K +$890 +4 +0.2%
BFO
1654
Biltmore Family Office
North Carolina
$387K +$8.67K +39 +2%
LI
1655
LRI Investments
Florida
$387K -$9.34K -42 -2%
FMLI
1656
Fukoku Mutual Life Insurance
Japan
$386K -$75.2K -338 -16%
FHC
1657
Forest Hill Capital
Arkansas
$386K – – –
SWM
1658
Shepherd Wealth Management
Ohio
$385K – – –
OCA
1659
OpenArc Corporate Advisory
Georgia
$385K -$46.9K -211 -11%
PCA
1660
Prosperity Capital Advisors
Ohio
$385K +$1.33K +6 +0.3%
KCFA
1661
Key Client Fiduciary Advisors
New Jersey
$384K +$30.9K +139 +9%
CBT
1662
Crews Bank & Trust
Florida
$384K – – –
WA1
1663
Wimmer Associates 1
California
$383K – – –
NB
1664
NBT Bank
New York
$383K – – –
MCM
1665
Manchester Capital Management
Vermont
$383K +$4.67K +21 +1%
RCA
1666
Ranch Capital Advisors
Florida
$383K +$445 +2 +0.1%
V
1667
ViaWealth
Kansas
$382K -$7.56K -34 -2%
RZH
1668
Relyea Zuckerberg Hanson
Connecticut
$382K -$13.6K -61 -3%
PWA
1669
Prairie Wealth Advisors
Nebraska
$381K – – –
DBIA
1670
Dumont & Blake Investment Advisors
New Jersey
$380K -$26.7K -120 -7%
LWCFA
1671
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$379K – – –
SA
1672
Sacks & Associates
New Jersey
$379K – – –
PTC
1673
Philadelphia Trust Company
Pennsylvania
$379K – – –
DG
1674
Dala Group
Illinois
$379K -$25.4K -114 -6%
FLPIM
1675
F.L. Putnam Investment Management
Massachusetts
$378K +$41.8K +188 +12%
65 66
67
68 69