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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1201
Simmons Bank
Arkansas
$383K -$11.2K -68 -3%
PCS
1202
Personal CFO Solutions
New Jersey
$383K +$156K +946 +66%
NRI
1203
NFP Retirement Inc
California
$382K +$31.7K +192 +9%
RWI
1204
Red Wave Investments
Pennsylvania
$382K +$1.65K +10 +0.4%
PWPS
1205
Pinnacle Wealth Planning Services
Ohio
$381K – – –
WAM
1206
Weinberger Asset Management
California
$379K – – –
H
1207
HoyleCohen
California
$378K – – –
AFP
1208
Ausdal Financial Partners
Iowa
$378K +$8.09K +49 +2%
RWA
1209
RGT Wealth Advisors
Texas
$376K -$193K -1,171 -33%
MFG
1210
Monumental Financial Group
Maryland
$375K +$825 +5 +0.2%
CIM
1211
Contravisory Investment Management
Massachusetts
$373K +$4.13K +25 +1%
VWA
1212
V Wealth Advisors
Kansas
$371K -$90.8K -550 -19%
CCP
1213
Cassia Capital Partners
North Carolina
$371K +$18.3K +111 +5%
VCA
1214
Verdence Capital Advisors
Maryland
$368K +$165 +1 +0%
FWM
1215
Fairhaven Wealth Management
Illinois
$367K – – –
KFP
1216
KMG Fiduciary Partners
Ohio
$367K – – –
CA
1217
Callahan Advisors
Texas
$366K – – –
SCA
1218
Stuart Chaussee & Associates
California
$366K – – –
SAM
1219
Sompo Asset Management
Japan
$366K +$112K +680 +42%
FIB
1220
First Interstate Bank
Montana
$365K +$32.2K +195 +9%
ZIM
1221
Zacks Investment Management
Illinois
$365K +$42.3K +256 +13%
PCMF
1222
Private Capital Management (Florida)
Florida
$365K +$376K +2,279 New
HI
1223
Hudock Inc
Pennsylvania
$364K +$1.49K +9 +0.4%
AC
1224
Abbrea Capital
California
$362K -$16.5K -100 -4%
CBTWT
1225
Community Bank & Trust (Waco, Texas)
Texas
$362K +$10.4K +63 +3%
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49
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