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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1826
Versant Capital Management
Arizona
$267K -$16.4K -77 -6%
TC
1827
Trilogy Capital
California
$267K +$11.7K +55 +5%
CC
1828
Corsicana & Co
Texas
$266K – – –
AA
1829
Advisory Advocates
Michigan
$266K +$258K +1,212 New
TCA
1830
Trifecta Capital Advisors
Illinois
$266K -$6.82K -32 -3%
NCTC
1831
New Covenant Trust Company
Indiana
$265K +$12.1K +57 +5%
DTC
1832
Davidson Trust Company
Washington
$265K +$46K +216 +22%
WTA
1833
Washington Trust Advisors
Massachusetts
$264K +$22K +103 +9%
S
1834
SharpePoint
Arizona
$264K +$256K +1,200 New
7WCP
1835
71 West Capital Partners
Massachusetts
$263K +$255K +1,196 New
IIL
1836
Income Insurance Ltd
$263K +$255K +1,195 New
CA
1837
Continuum Advisory
Idaho
$262K +$255K +1,195 New
3IP
1838
3Chopt Investment Partners
Virginia
$261K -$40.5K -190 -14%
CFSG
1839
Clark Financial Services Group
Missouri
$261K +$254K +1,190 New
BMA
1840
Brooks Moore & Associates
Tennessee
$261K – – –
WF
1841
Wayfinding Financial
Washington
$261K -$213 -1 -0.1%
FWI
1842
Facet Wealth Inc
Maryland
$260K -$109K -513 -31%
FFG
1843
Fiduciary Financial Group
California
$258K -$27.7K -130 -10%
USWIA
1844
UP Strategic Wealth Investment Advisors
Pennsylvania
$258K -$66.3K -311 -21%
1W
1845
1776 Wealth
Georgia
$256K +$213 +1 +0.1%
RIP
1846
RAM Investment Partners
Washington
$253K -$36.4K -171 -13%
WDA
1847
Wendell David Associates
New Hampshire
$253K -$48.2K -226 -16%
RPWA
1848
Regent Peak Wealth Advisors
Georgia
$253K -$2.56K -12 -1%
BS
1849
Brighton Securities
New York
$252K -$17.3K -81 -7%
AFW
1850
Avantra Family Wealth
Pennsylvania
$252K – – –
72 73
74
75 76