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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1801
Commonwealth Financial Services
West Virginia
$309K +$7.12K +31 +2%
CIM
1802
Capital Investment Management
Missouri
$309K +$96K +418 +45%
LIA
1803
Lynx Investment Advisory
District of Columbia
$309K +$1.84K +8 +0.6%
DE
1804
Defiance ETFs
New York
$309K +$309K +1,343 New
WCG
1805
Weaver Consulting Group
California
$308K – – –
PFG
1806
Putney Financial Group
California
$306K -$63.2K -275 -17%
FCA
1807
FLC Capital Advisors
California
$306K +$306K +1,332 New
BW
1808
BIP Wealth
Georgia
$305K +$23.9K +104 +9%
HEM
1809
Henson-Edgewater Management
Ohio
$304K -$23K -100 -7%
GCA
1810
Genesee Capital Advisors
New York
$304K +$1.38K +6 +0.5%
3IP
1811
3Chopt Investment Partners
Virginia
$303K +$29.9K +130 +11%
G
1812
GenTrust
Florida
$302K -$17.5K -76 -5%
SPW
1813
Signet Private Wealth
Illinois
$302K -$135K -589 -31%
SPC
1814
Spirepoint Private Client
Florida
$301K +$18.6K +81 +7%
EFM
1815
E Fund Management
China
$301K +$301K +1,311 New
TC
1816
TFR Capital
Texas
$301K +$301K +1,309 New
TPA
1817
Trivium Point Advisory
Connecticut
$300K -$83.9K -365 -22%
AFO
1818
Arrowroot Family Office
California
$300K -$27.6K -120 -8%
WAG
1819
Wilkerson Advisory Group
Missouri
$299K -$309K -1,344 -51%
AWM
1820
Aviso Wealth Management
Washington
$299K -$26.4K -115 -8%
IIM
1821
Ipswich Investment Management
Massachusetts
$299K – – –
DM
1822
Diversified Management
Wisconsin
$298K +$37.7K +164 +14%
PCMNC
1823
Piedmont Capital Management (North Carolina)
North Carolina
$298K – – –
MWA
1824
Midland Wealth Advisors
Illinois
$297K – – –
SAM
1825
Shikiar Asset Management
New York
$297K +$54K +235 +22%
71 72
73
74 75