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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1751
PFG Advisors
Arizona
$337K +$25.8K +116 +8%
CTA
1752
Clear Trail Advisors
Texas
$337K +$2.45K +11 +0.7%
DBRC
1753
D.B. Root & Company
Pennsylvania
$337K +$15.8K +71 +5%
DOA
1754
D'Orazio & Associates
Virginia
$336K -$14.7K -66 -4%
GFPC
1755
Global Financial Private Client
Florida
$335K -$5.78K -26 -2%
DWM
1756
Dogwood Wealth Management
Kansas
$335K -$29.1K -131 -8%
KWA
1757
Kellett Wealth Advisors
Ohio
$335K +$111K +500 +50%
NWM
1758
Northwest Wealth Management
Iowa
$335K -$2.89K -13 -0.9%
PCM
1759
Praxis Capital Management
Illinois
$334K -$436K -1,960 -57%
ADEF
1760
ABS Direct Equity Fund
Connecticut
$334K -$284K -1,277 -85%
AIM
1761
ABS Investment Management
Connecticut
$334K +$49.6K +223 New
BI
1762
Bolthouse Investments
California
$333K – – –
RT
1763
Rockland Trust
Massachusetts
$333K +$10.9K +49 +3%
GSF
1764
Grove Street Fiduciary
New Hampshire
$332K – – –
KW
1765
KWB Wealth
California
$330K -$67.2K -302 -17%
AAM
1766
Auxier Asset Management
Oregon
$330K – – –
AG
1767
AlTi Global
New York
$330K +$329K +1,479 New
AA
1768
Alta Advisers
United Kingdom
$329K – – –
GD
1769
Grandfield & Dodd
New York
$329K – – –
ACP
1770
Argyle Capital Partners
California
$326K – – –
USWIA
1771
UP Strategic Wealth Investment Advisors
Pennsylvania
$325K +$68.9K +310 +27%
FFA
1772
Fortune Financial Advisors
Kansas
$325K – – –
LA
1773
Legacy Advisors
Pennsylvania
$323K -$94.5K -425 -23%
CRI
1774
Colonial River Investments
Virginia
$323K +$35.8K +161 +12%
DI
1775
Decision Investments
California
$323K – – –
69 70
71
72 73