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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
2026
AmeriFlex Group
Nevada
$169K -$142K -667 -47%
GKIM
2027
GW&K Investment Management
Massachusetts
$165K +$426 +2 +0.3%
CF
2028
Centaurus Financial
California
$165K +$1.28K +6 +0.8%
HFS
2029
Hughes Financial Services
Virginia
$157K +$37.1K +174 +32%
SL
2030
Salomon & Ludwin
Virginia
$155K -$23.2K -109 -13%
FCAS
2031
First Command Advisory Services
Texas
$155K +$1.71K +8 +1%
CAIM
2032
Catherine Avery Investment Management
Florida
$154K – – –
FCT
2033
First Community Trust
Iowa
$154K – – –
VWM
2034
Vermillion Wealth Management
Minnesota
$151K -$36.7K -172 -20%
SIS
2035
Strategic Investment Solutions
Illinois
$150K +$5.33K +25 +4%
TWM
2036
Tripletail Wealth Management
Florida
$147K – – –
SIS
2037
Sound Income Strategies
Florida
$147K +$7.03K +33 +5%
MWM
2038
Mascoma Wealth Management
New Hampshire
$146K -$21.1K -99 -13%
HNW
2039
High Note Wealth
Minnesota
$143K +$5.75K +27 +4%
OP
2040
ORG Partners
Indiana
$140K -$65.6K -308 -33%
IPS
2041
Investors Portfolio Services
Washington
$138K +$134K +628 New
DE
2042
DV Equities
Illinois
$136K +$132K +619 New
CM
2043
Capula Management
Cayman Islands
$135K +$102K +478 +354%
CNBT
2044
Cornerstone National Bank & Trust
Illinois
$133K +$6.18K +29 +5%
TCM
2045
Tradewinds Capital Management
Washington
$133K – – –
OC
2046
Optima Capital
Oregon
$126K +$123K +575 New
IWM
2047
IMG Wealth Management
Florida
$125K +$3.84K +18 +3%
EWP
2048
Elevation Wealth Partners
California
$122K -$639 -3 -0.5%
SSG
2049
Summit Securities Group
New York
$121K -$31.3K -147 -21%
CWP
2050
Concord Wealth Partners
Virginia
$117K +$213 +1 +0.2%
80 81
82
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