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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1726
TFR Capital
Texas
$247K +$263K +1,226 New
ADBIC
1727
A.D. Beadell Investment Counsel
Wisconsin
$247K – – –
AIFS
1728
A&I Financial Services
Colorado
$247K +$263K +1,224 New
OA
1729
Operose Advisors
Wisconsin
$247K -$39.5K -184 -13%
OL
1730
Optas LLC
Texas
$247K +$7.52K +35 +3%
CPA
1731
Capital Planning Advisors
California
$247K +$859 +4 +0.3%
CA
1732
Crewe Advisors
Utah
$246K -$5.16K -24 -2%
BIA
1733
Beacon Investment Advisors
Maryland
$246K +$18K +84 +7%
MHR
1734
Matthew Hamilton Rosenberg
$245K +$9.88K +46 +4%
HC
1735
Hamilton Capital
Ohio
$244K +$6.01K +28 +2%
CNB
1736
Camden National Bank
Maine
$244K +$38.7K +180 +18%
PCH
1737
PGIM Custom Harvest
New Jersey
$244K +$859 +4 +0.3%
S
1738
SharpePoint
Arizona
$242K +$258K +1,200 New
VI
1739
Versor Investments
New York
$242K +$258K +1,200 New
PR
1740
Payden & Rygel
California
$242K -$1.14M -5,300 -82%
FFG
1741
Frisch Financial Group
New York
$242K +$859 +4 +0.3%
FWI
1742
Facet Wealth Inc
Maryland
$241K -$2.79K -13 -1%
QFA
1743
Quantum Financial Advisors
California
$240K – – –
WF
1744
Wayfinding Financial
Washington
$240K +$256K +1,192 New
BMA
1745
Brooks Moore & Associates
Tennessee
$240K – – –
NI
1746
Natural Investments
California
$239K +$255K +1,189 New
KCM
1747
Kanawha Capital Management
Virginia
$239K – – –
FNC
1748
First National Corp
Massachusetts
$238K -$19.3K -90 -7%
RPWA
1749
Regent Peak Wealth Advisors
Georgia
$238K +$2.36K +11 +0.9%
DS
1750
DRW Securities
Illinois
$238K -$544K -2,533 -68%
68 69
70
71 72