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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1851
Kepos Capital
New York
$54K -$15.1K -77 -23%
SOAMC
1852
Spirit of America Management Corp
New York
$53.3K – – –
JSAM
1853
J. Safra Asset Management
New York
$50.7K +$40.1K +204 +600%
JWA
1854
JFS Wealth Advisors
Pennsylvania
$49.9K +$4.52K +23 +11%
NCM
1855
Northwest Capital Management
Oregon
$49.5K – – –
QL
1856
Quarry LP
New York
$47.1K -$165K -839 -79%
MFT
1857
Moisand Fitzgerald Tamayo
Florida
$46.7K – – –
VWM
1858
Venturi Wealth Management
Texas
$46.3K +$11.6K +59 +37%
DCP
1859
DSM Capital Partners
Florida
$45K – – –
SWA
1860
SOA Wealth Advisors
New York
$43.6K – – –
HDIM
1861
Hanson & Doremus Investment Management
Vermont
$43K +$39.9K +203 New
TLCM
1862
Twin Lakes Capital Management
California
$42.7K +$197 +1 +0.5%
PCTC
1863
Perkins Coie Trust Company
Washington
$42.6K -$25.5K -130 -39%
DSC
1864
Duncker Streett & Co
Missouri
$42.6K – – –
OCM
1865
Osterweis Capital Management
California
$42.6K – – –
PCWA
1866
Pacific Capital Wealth Advisors
California
$42.4K – – –
CSWM
1867
Cassady Schiller Wealth Management
Ohio
$40.5K – – –
BCMLT
1868
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.3K +$3.54K +18 +11%
MRC
1869
Millburn Ridgefield Corp
New York
$40.1K -$2.75K -14 -7%
CTWM
1870
Cherry Tree Wealth Management
Minnesota
$39.6K -$3.73K -19 -9%
W
1871
WealthCollab
Washington
$39.2K -$2.75K -14 -7%
AA
1872
Addison Advisors
Vermont
$38.2K – – –
CPG
1873
Custom Portfolio Group
Colorado
$38.2K – – –
RWM
1874
Raffa Wealth Management
District of Columbia
$37.1K +$393 +2 +1%
MFA
1875
McClarren Financial Advisors
Pennsylvania
$36K +$197 +1 +0.6%
73 74
75
76 77