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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1851
Capital Planning Advisors
California
$287K – – –
WMA
1852
West Michigan Advisors
Michigan
$287K -$5.51K -24 -2%
FFA
1853
Florida Financial Advisors
Florida
$286K -$14.7K -64 -5%
AWAU
1854
Alliance Wealth Advisors (Utah)
Utah
$286K -$373K -1,622 -57%
CL
1855
CLG LLC
California
$286K -$919 -4 -0.3%
NG
1856
Novem Group
New York
$285K -$230 -1 -0.1%
AWA
1857
Acumen Wealth Advisors
Tennessee
$284K – – –
FAFN
1858
First Affirmative Financial Network
Colorado
$284K +$284K +1,234 New
FFC
1859
First Financial Corp
Indiana
$283K – – –
PCIG
1860
Partners Capital Investment Group
Massachusetts
$281K – – –
CS
1861
Capital Square
Tennessee
$281K -$77.7K -338 -22%
PCH
1862
PGIM Custom Harvest
New Jersey
$281K +$17.9K +78 +7%
CC
1863
Corsicana & Co
Texas
$281K – – –
CA
1864
Continuum Advisory
Idaho
$280K +$5.74K +25 +2%
MFP
1865
Meridian Financial Partners
Virginia
$280K +$46.2K +201 +20%
WF
1866
Wayfinding Financial
Washington
$280K +$6.89K +30 +3%
RFP
1867
Root Financial Partners
California
$280K +$79.3K +345 +40%
TC
1868
Trilogy Capital
California
$278K -$460 -2 -0.2%
SAM
1869
Seelaus Asset Management
New Jersey
$276K +$276K +1,202 New
PR
1870
Payden & Rygel
California
$276K +$276K +1,200 New
S
1871
SharpePoint
Arizona
$276K – – –
FMC
1872
First Merchants Corp
Indiana
$276K -$596K -2,592 -68%
ODIJL
1873
One Day In July LLC
Vermont
$275K -$24.6K -107 -8%
IIL
1874
Income Insurance Ltd
$275K – – –
EWP
1875
E-Wealth Partners
Minnesota
$274K +$13.6K +59 +5%
73 74
75
76 77