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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
2051
Brass Tax Wealth Management
Ohio
– -$313K -1,469 Closed
VC
2052
Vicus Capital
Pennsylvania
– -$294K -1,380 Closed
MFS
2053
Mirabella Financial Services
United Kingdom
– -$286K -1,342 Closed
PCP
2054
Proficio Capital Partners
Massachusetts
– -$285K -1,337 Closed
BA
2055
Bridgewater Associates
Connecticut
– -$281K -1,317 Closed
AC
2056
Allstate Corporation
Illinois
– -$277K -1,300 Closed
MHS
2057
M Holdings Securities
Oregon
– -$268K -1,256 Closed
OFG
2058
Oxford Financial Group
Indiana
– -$265K -1,241 Closed
WF
2059
Wayfinding Financial
Washington
– -$257K -1,207 Closed
LWL
2060
Leo Wealth LLC
Texas
– -$257K -1,206 Closed
SGAM
2061
Smith Group Asset Management
Texas
– -$256K -1,200 Closed
WP
2062
WMS Partners
Maryland
– -$251K -1,176 Closed
NRC
2063
New Republic Capital
North Carolina
– -$242K -1,133 Closed
MSFS
2064
Main Street Financial Solutions
Pennsylvania
– -$234K -1,097 Closed
AFA
2065
American Financial Advisors
Georgia
– -$233K -1,093 Closed
HCM
2066
Hilton Capital Management
New York
– -$227K -1,064 Closed
CF
2067
Clarity Financial
Texas
– -$226K -1,060 Closed
CWG
2068
Cornerstone Wealth Group
North Carolina
– -$221K -1,037 Closed
KWS
2069
Keystone Wealth Services
California
– -$217K -1,017 Closed
FFA
2070
Florida Financial Advisors
Florida
– -$212K -995 Closed
SCP
2071
Sivia Capital Partners
California
– -$210K -986 Closed
IP
2072
Ignite Planners
California
– -$207K -982 Closed
SAG
2073
SageView Advisory Group
California
– -$208K -973 Closed
JMFC
2074
J.M. Forbes & Co
Massachusetts
– -$205K -959 Closed
OL
2075
OneFund LLC
Florida
– -$205K -959 Closed
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83
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