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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1151
Perpetual Investment Management
Australia
$427K +$5.78K +35 +1%
CF
1152
Centaurus Financial
California
$427K +$55.5K +336 +14%
AC
1153
Apella Capital
Connecticut
$426K – – –
HWM
1154
Hohimer Wealth Management
Washington
$425K – – –
AIA
1155
Alera Investment Advisors
Illinois
$425K +$11.4K +69 +3%
SIM
1156
Sentry Investment Management
Wisconsin
$424K – – –
KCM
1157
KRS Capital Management
Michigan
$424K +$825 +5 +0.2%
BFWA
1158
Benchmark Financial Wealth Advisors
Florida
$424K +$80.4K +487 +23%
DMBA
1159
Deseret Mutual Benefit Administrators
Utah
$423K -$110K -668 -20%
AHC
1160
Adell Harriman & Carpenter
Texas
$423K – – –
GFP
1161
Gryphon Financial Partners
Ohio
$422K +$3.14K +19 +0.7%
CAG
1162
Csenge Advisory Group
Florida
$420K -$165 -1 -0%
OWM
1163
OneAscent Wealth Management
Alabama
$420K +$66.2K +401 +18%
TCA
1164
Transcend Capital Advisors
New Jersey
$418K -$2.48K -15 -0.6%
DF
1165
Donoghue Forlines
Massachusetts
$417K -$789K -4,782 -65%
TT
1166
TI-Trust
Illinois
$417K – – –
FPCP
1167
Fort Point Capital Partners
California
$417K +$6.6K +40 +2%
P
1168
Pitcairn
Pennsylvania
$416K -$4.79K -29 -1%
AWM
1169
Angeles Wealth Management
California
$416K -$165 -1 -0%
SCM
1170
SevenOneSeven Capital Management
Pennsylvania
$416K +$428K +2,595 New
VFA
1171
Values First Advisors
Tennessee
$414K – – –
PFSC
1172
Peoples Financial Services Corp
Pennsylvania
$414K +$15.7K +95 +4%
WEPOG
1173
Wealth Enhancement & Preservation of GA
Georgia
$412K -$762K -4,616 -64%
SWM
1174
Stockman Wealth Management
Montana
$411K – – –
F4L
1175
Fortune 45 LLC
Louisiana
$410K +$495 +3 +0.1%
45 46
47
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