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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1801
Excalibur Management
Massachusetts
$253K – – –
BFW
1802
Brady Family Wealth
Missouri
$253K +$257K +1,106 New
AZ
1803
Alpha Zero
Florida
$253K +$45.2K +195 +21%
VFA
1804
Voya Financial Advisors
Connecticut
$252K +$256K +1,105 New
FNBSF
1805
First National Bank Sioux Falls
South Dakota
$252K -$174K -748 -40%
WTA
1806
Washington Trust Advisors
Massachusetts
$251K – – –
WA
1807
Wealth Alliance
New York
$251K +$9.51K +41 +4%
SCI
1808
S&CO Inc
Massachusetts
$251K – – –
GLLW
1809
Graves Light Lenhart Wealth
Virginia
$250K – – –
FGG
1810
Financial Guidance Group
Florida
$250K – – –
NP
1811
Nilsine Partners
Colorado
$249K +$16.5K +71 +7%
MPI
1812
Mairs & Power Inc
Minnesota
$249K -$9.28K -40 -4%
BSB
1813
Bangor Savings Bank
Maine
$248K – – –
PK
1814
Pflug Koory
Nebraska
$248K -$5.8K -25 -2%
CFA
1815
Cahill Financial Advisors
Minnesota
$248K +$251K +1,083 New
KCM
1816
Kanawha Capital Management
Virginia
$248K -$11.6K -50 -4%
CWA
1817
Clarus Wealth Advisors
Arizona
$248K -$19.3K -83 -7%
TPA
1818
Trivium Point Advisory
Connecticut
$247K +$2.09K +9 +0.8%
VPP
1819
Vertex Planning Partners
Illinois
$246K +$1.86K +8 +0.7%
PA
1820
PharVision Advisers
Florida
$246K +$250K +1,077 New
RA
1821
Resolute Advisors
California
$246K +$3.48K +15 +1%
AIC
1822
Archer Investment Corporation
Indiana
$246K – – –
NSAM
1823
North Star Asset Management
Wisconsin
$246K -$5.8K -25 -2%
UAG
1824
United Advisor Group
Ohio
$246K +$15.3K +66 +7%
SIA
1825
Soltis Investment Advisors
Utah
$245K +$249K +1,073 New
71 72
73
74 75