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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
1251
Monetary Management Group
Missouri
$46K +$45.2K +400 New
PP
1252
Pacifica Partners
Canada
$46K +$45.2K +400 New
PCM
1253
Price Capital Management
Louisiana
$46K +$45.2K +400 New
CIA
1254
Cascade Investment Advisors
Oregon
$45.6K – – –
TWA
1255
TCI Wealth Advisors
Arizona
$44K +$2.26K +20 +5%
APW
1256
Acima Private Wealth
Virginia
$43K – – –
ADL
1257
Asset Dedication LLC
California
$42K +$4.4K +39 +12%
ANBT
1258
American National Bank & Trust
Texas
$41K +$56.5K +500 New
CHAM
1259
Clear Harbor Asset Management
Connecticut
$39.9K +$39.5K +350 New
GI
1260
Gradient Investments
Minnesota
$39K -$49K -434 -56%
1W
1261
1776 Wealth
Georgia
$39K +$39.5K +350 New
AP
1262
Arlington Partners
Alabama
$38K – – –
GIC
1263
Gantzert Investment Company
Illinois
$37K – – –
HFS
1264
HBC Financial Services
Washington
$37K +$36.3K +321 New
LAS
1265
Lloyd Advisory Services
Georgia
$36K +$35.6K +315 New
LWCFA
1266
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K +$11.3K +100 +48%
MAWCM
1267
Mine & Arao Wealth Creation & Management
California
$35K +$34.4K +305 New
CFFP
1268
Center for Financial Planning
Michigan
$34K +$33.4K +296 New
APWM
1269
Atlas Private Wealth Management
New York
$34K +$33.9K +300 New
SWM
1270
Sugarloaf Wealth Management
Georgia
$34K +$33.9K +300 New
GAM
1271
Gemmer Asset Management
California
$32K – – –
LFG
1272
Larson Financial Group
Missouri
$32K – – –
FANJ
1273
Financial Architects (New Jersey)
New Jersey
$31K -$141K -1,250 -82%
BG
1274
Bollard Group
Massachusetts
$31K +$113 +1 +0.4%
BCI
1275
Brinker Capital Investments
Pennsylvania
$29K -$3.27K -29 -10%
49 50
51
52 53