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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SLC
1676
Second Line Capital
Louisiana
$219K – – –
BCG
1677
Breakwater Capital Group
New Jersey
$219K +$3.75K +18 +2%
KWA
1678
Kellett Wealth Advisors
Ohio
$218K – – –
CRIG
1679
Charter Research & Investment Group
Connecticut
$218K – – –
PDL
1680
Portfolio Design Labs
California
$218K -$25.5K -122 -10%
WPP
1681
Whalerock Point Partners
Rhode Island
$218K – – –
EL
1682
EWA LLC
Pennsylvania
$218K +$7.51K +36 +4%
FG
1683
Fiduciary Group
Georgia
$217K +$1.25K +6 +0.6%
WA
1684
Wealth Alliance
New York
$217K -$13.1K -63 -6%
RA
1685
Resolute Advisors
California
$217K +$835 +4 +0.4%
SCM
1686
Silvant Capital Management
Georgia
$217K – – –
FCB
1687
First County Bank
Connecticut
$216K – – –
UAML
1688
US Asset Management LLC
Pennsylvania
$216K – – –
WGC
1689
Watts Gwilliam & Co
Arizona
$216K +$216K +1,034 New
MPI
1690
Mairs & Power Inc
Minnesota
$215K -$15.9K -76 -7%
T
1691
TNF
Montana
$215K – – –
SFG
1692
SevenBridge Financial Group
Pennsylvania
$215K +$201K +962 New
CRI
1693
Colonial River Investments
Virginia
$215K -$27.1K -130 -11%
MCM
1694
MV Capital Management
Maryland
$215K +$626 +3 +0.3%
SCI
1695
Stableford Capital II
Arizona
$215K -$62.6K -300 -23%
SWM
1696
Selective Wealth Management
Virginia
$215K – – –
AWAU
1697
Alliance Wealth Advisors (Utah)
Utah
$214K +$215K +1,031 New
KIM
1698
Kestra Investment Management
Texas
$214K +$215K +1,030 New
LCM
1699
Leisure Capital Management
California
$214K – – –
GC
1700
Grimes & Company
Massachusetts
$214K +$215K +1,029 New
66 67
68
69 70