WM icon

Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1276
Core Wealth Partners
California
$697K -$111K -500 -14%
BSHC
1277
Breed's Hill Capital
Massachusetts
$694K +$45.4K +205 +7%
SIA
1278
SGL Investment Advisors
Montana
$694K -$9.52K -43 -1%
T
1279
TOBAM
France
$692K -$1.82M -8,200 -73%
CA
1280
Cornerstone Advisory
Maryland
$692K -$35.9K -162 -5%
AA
1281
Auxano Advisors
Washington
$692K +$3.32K +15 +0.5%
JIC
1282
Joel Isaacson & Co
New York
$688K – – –
LCGC
1283
Legacy Capital Group California
California
$685K -$6.87K -31 -1%
SIM
1284
Stratos Investment Management
Ohio
$680K -$94.1K -425 -13%
CWM
1285
Cahaba Wealth Management
Georgia
$679K -$10.9K -49 -2%
IIM
1286
Illumine Investment Management
Washington
$679K – – –
LWAM
1287
Legacy Wealth Asset Management
Minnesota
$679K -$4.43K -20 -0.7%
AWE
1288
Avidian Wealth Enterprises
Texas
$675K +$4.43K +20 +0.7%
RIM
1289
RW Investment Management
Idaho
$675K – – –
CVA
1290
Central Valley Advisors
California
$674K -$620K -2,800 -49%
HA
1291
Harfst & Associates
Wyoming
$673K +$644K +2,906 New
FWM
1292
Forza Wealth Management
Florida
$672K – – –
XWM
1293
Xcel Wealth Management
Florida
$671K – – –
DLA
1294
Douglas Lane & Associates
New York
$668K -$175K -792 -22%
PFSC
1295
Peoples Financial Services Corp
Pennsylvania
$667K -$44.3K -200 -6%
FWP
1296
Falcon Wealth Planning
California
$667K +$26.1K +118 +4%
JWM
1297
Jeppson Wealth Management
California
$666K – – –
SP
1298
Successful Portfolios
Florida
$664K – – –
CGH
1299
CMG Global Holdings
Texas
$662K -$14.4K -65 -2%
BI
1300
Bradyco Inc
Massachusetts
$660K – – –
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