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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1226
CreativeOne Wealth
Kansas
$394K +$118K +771 +47%
CCB
1227
Cutter & Co Brokerage
Missouri
$394K +$613 +4 +0.2%
BDFN
1228
Bond & Devick Financial Network
Minnesota
$392K – – –
PTC
1229
Philadelphia Trust Company
Pennsylvania
$391K – – –
AFP
1230
Ausdal Financial Partners
Iowa
$391K +$11.2K +73 +3%
PWPS
1231
Pinnacle Wealth Planning Services
Ohio
$390K -$306 -2 -0.1%
SCM
1232
Shelton Capital Management
Colorado
$389K +$10.4K +68 +3%
SC
1233
SRB Corp
Massachusetts
$387K +$363K +2,372 New
AIA
1234
Alera Investment Advisors
Illinois
$386K -$9.65K -63 -3%
RMDI
1235
R.M. Davis Inc
Maine
$386K -$34.5K -225 -9%
WAM
1236
Weinberger Asset Management
California
$386K – – –
HI
1237
Hudock Inc
Pennsylvania
$385K +$1.53K +10 +0.4%
WDG
1238
Wealth Dimensions Group
Ohio
$383K -$8.58K -56 -2%
EWA
1239
Etesian Wealth Advisors
Oregon
$383K +$4.13K +27 +1%
BOS
1240
Bank of Stockton
California
$382K +$72K +470 +25%
H
1241
HoyleCohen
California
$381K -$19.6K -128 -5%
MFG
1242
Monumental Financial Group
Maryland
$381K -$10.6K -69 -3%
BWM
1243
BlackDiamond Wealth Management
New York
$379K +$58K +379 +20%
ZIM
1244
Zacks Investment Management
Illinois
$376K -$613 -4 -0.2%
SCA
1245
Stuart Chaussee & Associates
California
$373K – – –
BC
1246
Burney Company
Virginia
$373K -$141K -920 -29%
CASB
1247
Cape Ann Savings Bank
Massachusetts
$373K +$35.8K +234 +11%
PCMF
1248
Private Capital Management (Florida)
Florida
$372K – – –
SC
1249
Sonen Capital
California
$371K -$152K -994 -30%
CA
1250
Callahan Advisors
Texas
$369K +$153 +1 +0%
48 49
50
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