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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1751
AlTi Global
New York
$330K +$329K +1,479 New
AA
1752
Alta Advisers
United Kingdom
$329K – – –
GD
1753
Grandfield & Dodd
New York
$329K – – –
ACP
1754
Argyle Capital Partners
California
$326K – – –
USWIA
1755
UP Strategic Wealth Investment Advisors
Pennsylvania
$325K +$68.9K +310 +27%
FFA
1756
Fortune Financial Advisors
Kansas
$325K – – –
LA
1757
Legacy Advisors
Pennsylvania
$323K -$94.5K -425 -23%
CRI
1758
Colonial River Investments
Virginia
$323K +$35.8K +161 +12%
DI
1759
Decision Investments
California
$323K – – –
FHB
1760
First Hawaiian Bank
Hawaii
$323K – – –
BA
1761
Bluesphere Advisors
Pennsylvania
$322K -$8.9K -40 -3%
BWM
1762
BankPlus Wealth Management
Mississippi
$322K +$16.5K +74 +5%
PWP
1763
Phillips Wealth Planners
Mississippi
$321K +$1.33K +6 +0.4%
BWM
1764
Blossom Wealth Management
California
$321K – – –
LW
1765
Linscomb Wealth
Texas
$319K -$22.2K -100 -7%
PIA
1766
Powell Investment Advisors
Florida
$318K – – –
SCS
1767
Sound Capital Solutions
Florida
$317K +$316K +1,423 New
HTIM
1768
Harbour Trust & Investment Management
Indiana
$316K – – –
CWAG
1769
Compton Wealth Advisory Group
Virginia
$316K -$100K -450 -24%
TFM
1770
TFC Financial Management
Massachusetts
$315K +$1.11K +5 +0.4%
FSAG
1771
Financial Solutions Advisory Group
Illinois
$315K – – –
CPC
1772
Cadia Private Client
New Jersey
$315K +$1.11K +5 +0.4%
CLA
1773
Carnegie Lake Advisors
New Jersey
$315K – – –
SCI
1774
Silver Coast Investments
United States
$315K +$2.89K +13 +0.9%
GKWIM
1775
Gerber Kawasaki Wealth & Investment Management
California
$313K -$93K -418 -23%
69 70
71
72 73