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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1251
CFM Wealth Partners
Texas
$48K +$45.1K +399 New
KPW
1252
Kore Private Wealth
New York
$48K +$47.9K +424 New
WPA
1253
West Paces Advisors
Georgia
$46.7K – – –
MF
1254
Manchester Financial
California
$46K +$45.2K +400 New
MMG
1255
Monetary Management Group
Missouri
$46K +$45.2K +400 New
PP
1256
Pacifica Partners
Canada
$46K +$45.2K +400 New
PCM
1257
Price Capital Management
Louisiana
$46K +$45.2K +400 New
CIA
1258
Cascade Investment Advisors
Oregon
$45.6K – – –
TWA
1259
TCI Wealth Advisors
Arizona
$44K +$2.26K +20 +5%
APW
1260
Acima Private Wealth
Virginia
$43K – – –
ADL
1261
Asset Dedication LLC
California
$42K +$4.4K +39 +12%
ANBT
1262
American National Bank & Trust
Texas
$41K +$56.5K +500 New
CHAM
1263
Clear Harbor Asset Management
Connecticut
$39.9K +$39.5K +350 New
GI
1264
Gradient Investments
Minnesota
$39K -$49K -434 -56%
1W
1265
1776 Wealth
Georgia
$39K +$39.5K +350 New
AP
1266
Arlington Partners
Alabama
$38K – – –
GIC
1267
Gantzert Investment Company
Illinois
$37K – – –
HFS
1268
HBC Financial Services
Washington
$37K +$36.3K +321 New
LAS
1269
Lloyd Advisory Services
Georgia
$36K +$35.6K +315 New
LWCFA
1270
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K +$11.3K +100 +48%
MAWCM
1271
Mine & Arao Wealth Creation & Management
California
$35K +$34.4K +305 New
CFFP
1272
Center for Financial Planning
Michigan
$34K +$33.4K +296 New
APWM
1273
Atlas Private Wealth Management
New York
$34K +$33.9K +300 New
SWM
1274
Sugarloaf Wealth Management
Georgia
$34K +$33.9K +300 New
GAM
1275
Gemmer Asset Management
California
$32K – – –
49 50
51
52 53