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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
1301
Bond & Devick Financial Network
Minnesota
$772K – – –
RBWA
1302
RFG - Bristol Wealth Advisors
Massachusetts
$769K -$13.1K -59 -2%
MWM
1303
Modern Wealth Management
Kansas
$767K +$23.1K +104 +3%
API
1304
Asset Planning Inc
California
$762K +$2.67K +12 +0.4%
BFPW
1305
BOK Financial Private Wealth
Colorado
$762K +$445 +2 +0.1%
GLA
1306
Great Lakes Advisors
Illinois
$761K +$11.6K +52 +2%
IAG
1307
Ipsen Advisor Group
Arkansas
$761K -$12.9K -58 -2%
TWIM
1308
TIAA Wealth Investment Management
New York
$757K +$161K +726 +27%
BFA
1309
Bill Few Associates
Pennsylvania
$755K -$23.1K -104 -3%
PVI
1310
Pine Valley Investments
New Jersey
$755K -$1.33K -6 -0.2%
VCP
1311
Verus Capital Partners
Arizona
$753K -$5.78K -26 -0.8%
LA
1312
Lynch & Associates
Indiana
$751K +$33.4K +150 +5%
APP
1313
Avantax Planning Partners
Iowa
$751K -$3.11K -14 -0.4%
VSQM
1314
V-Square Quantitative Management
Illinois
$746K +$8.9K +40 +1%
GIM
1315
Goelzer Investment Management
Indiana
$740K – – –
MFC
1316
Mechanics Financial Corp
Ohio
$740K +$33.8K +152 +5%
PE
1317
PCM Encore
Colorado
$738K +$2.45K +11 +0.3%
FNWM
1318
Financial Network Wealth Management
Utah
$731K -$24.9K -112 -3%
GT
1319
Glenview Trust
Kentucky
$731K +$44.5K +200 +6%
NCM
1320
NCM Capital Management
New Jersey
$730K +$222 +1 +0%
BA
1321
Bridgewater Advisors
New York
$729K +$11.6K +52 +2%
KA
1322
Kintegral Advisory
New York
$728K – – –
AZ
1323
Alpha Zero
Florida
$727K +$302K +1,360 +83%
PWAM
1324
Private Wealth Asset Management
Iowa
$727K +$266K +1,196 +58%
BCM
1325
Brasada Capital Management
Texas
$727K +$16.9K +76 +2%
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