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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1376
Latitude Advisors
Florida
$251K +$495 +3 +0.2%
MS
1377
Maven Securities
Jersey
$251K +$258K +1,564 New
TW
1378
TrinityPoint Wealth
Connecticut
$250K +$2.81K +17 +1%
ANTB
1379
AMG National Trust Bank
Colorado
$250K +$257K +1,559 New
RWP
1380
RWA Wealth Partners
Massachusetts
$249K -$23.8K -144 -8%
TF
1381
Trek Financial
Arizona
$248K -$222K -1,346 -47%
WGAM
1382
Wilkinson Global Asset Management
New York
$248K – – –
BPWM
1383
Badgley Phelps Wealth Managers
Washington
$248K +$256K +1,548 New
CRI
1384
Colonial River Investments
Virginia
$247K -$19.8K -120 -7%
BFG
1385
Berger Financial Group
Minnesota
$246K +$165 +1 +0.1%
IP
1386
Investment Partners
Ohio
$246K +$254K +1,538 New
MKA
1387
M. Kulyk & Associates
Georgia
$244K – – –
RWP
1388
Ridgecrest Wealth Partners
California
$244K – – –
CCA
1389
Childress Capital Advisors
Texas
$244K +$19.8K +120 +9%
BWA
1390
BDO Wealth Advisors
Florida
$243K – – –
GG
1391
Gleason Group
Kentucky
$243K +$825 +5 +0.3%
QWM
1392
Quaker Wealth Management
New Jersey
$242K – – –
CFD
1393
Creative Financial Designs
Indiana
$242K +$33.3K +202 +15%
HL
1394
HeadInvest LLC
Maine
$240K -$23.6K -143 -9%
KMWM
1395
Keudell/Morrison Wealth Management
Oregon
$240K -$4.79K -29 -2%
CC
1396
Corsicana & Co
Texas
$240K – – –
FBFS
1397
First Business Financial Services
Wisconsin
$240K – – –
HFM
1398
Harvest Fund Management
China
$240K – – –
HA
1399
HC Advisors
Georgia
$240K – – –
MIM
1400
Merrion Investment Management
New Jersey
$240K – – –
54 55
56
57 58