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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1651
Sacks & Associates
New Jersey
$385K – – –
WA
1652
Wealth Architects
California
$382K -$689 -3 -0.2%
FBFS
1653
First Business Financial Services
Wisconsin
$381K – – –
SWM
1654
Shepherd Wealth Management
Ohio
$381K – – –
LS
1655
Leelyn Smith
Illinois
$380K +$230 +1 +0.1%
BWMG
1656
Bannerman Wealth Management Group
Texas
$378K +$8.5K +37 +2%
CWM
1657
Chesapeake Wealth Management
Virginia
$378K +$83.9K +365 +29%
FG
1658
Foster Group
Iowa
$377K +$15.9K +69 +4%
AZ
1659
Alpha Zero
Florida
$377K +$94K +409 +33%
BWS
1660
Broadway Wealth Solutions
Texas
$376K +$11.5K +50 +3%
NRI
1661
NFP Retirement Inc
California
$376K +$1.84K +8 +0.5%
DWM
1662
Dogwood Wealth Management
Kansas
$375K -$169K -734 -31%
MAWA
1663
Moss Adams Wealth Advisors
Washington
$375K +$59.7K +260 +19%
QI
1664
Qtron Investments
Massachusetts
$374K -$138K -600 -27%
CPA
1665
Capital Performance Advisors
California
$374K +$49.2K +214 +15%
TFP
1666
Tilia Fiduciary Partners
North Carolina
$374K +$18.8K +82 +5%
SEIA
1667
Signature Estate & Investment Advisors
California
$374K +$30.3K +132 +9%
IAG
1668
Investment Advisory Group
Massachusetts
$374K +$3.22K +14 +0.9%
SWM
1669
Stockman Wealth Management
Montana
$373K -$1.84K -8 -0.5%
AWA
1670
Amplius Wealth Advisors
Pennsylvania
$373K – – –
BKA
1671
Brick & Kyle Associates
Pennsylvania
$373K +$373K +1,625 New
OFA
1672
Orographic Financial Advisors
Colorado
$373K +$373K +1,625 New
CI
1673
Corient IA
Florida
$372K -$87.3K -380 -19%
UAG
1674
United Advisor Group
Ohio
$372K +$8.27K +36 +2%
DE
1675
Diversified Enterprises
Delaware
$371K +$54.7K +238 +17%
65 66
67
68 69