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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1201
Selective Wealth Management
Virginia
$46K – – –
SCA
1202
Stonebridge Capital Advisors
Minnesota
$46K +$1.15K +10 +2%
CWP
1203
CFM Wealth Partners
Texas
$46K +$10.9K +95 +24%
MWP
1204
Meridian Wealth Partners
Pennsylvania
$45K – – –
MWM
1205
MBE Wealth Management
Wisconsin
$45K +$56K +488 New
MIP
1206
Mondrian Investment Partners
United Kingdom
$43K – – –
FCA
1207
FinTrust Capital Advisors
South Carolina
$42K -$23.6K -206 -31%
LWM
1208
Liberty Wealth Management
California
$41K -$574 -5 -1%
LC
1209
Lindbrook Capital
California
$39K -$29.4K -256 -38%
CYG
1210
Clean Yield Group
Vermont
$39K – – –
KPW
1211
Kore Private Wealth
New York
$39K – – –
GSWM
1212
Golden State Wealth Management
California
$39K +$48.3K +421 New
CIA
1213
Cascade Investment Advisors
Oregon
$37K – – –
MF
1214
Manchester Financial
California
$37K – – –
PP
1215
Pacifica Partners
Canada
$37K – – –
APW
1216
Acima Private Wealth
Virginia
$35K – – –
BEI
1217
Benjamin Edwards Inc
Missouri
$35K +$29.1K +254 +198%
WPA
1218
West Paces Advisors
Georgia
$34.6K -$4.13K -36 -9%
BHWM
1219
Bay Harbor Wealth Management
Maryland
$34K -$8.72K -76 -17%
KFI
1220
Key Financial Inc
Pennsylvania
$34K +$41.1K +358 New
ADL
1221
Asset Dedication LLC
California
$31K -$4.47K -39 -11%
AP
1222
Arlington Partners
Alabama
$31K – – –
GIC
1223
Gantzert Investment Company
Illinois
$30K – – –
CFFP
1224
Center for Financial Planning
Michigan
$30K +$3.33K +29 +10%
POIA
1225
Pin Oak Investment Advisors
Texas
$30K +$37.2K +324 New
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