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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1401
Financial Perspectives
Minnesota
$70.1K – – –
AWM
1402
Accel Wealth Management
Iowa
$66K +$10.5K +76 +19%
CFD
1403
Creative Financial Designs
Indiana
$65K – – –
HFA
1404
Hoover Financial Advisors
Pennsylvania
$65K +$27.6K +200 +75%
CFO
1405
CVA Family Office
Colorado
$64K – – –
CYG
1406
Clean Yield Group
Vermont
$64K +$63.2K +457 New
PCG
1407
Private Capital Group
Connecticut
$61K -$4.29K -31 -7%
SN
1408
Sittner & Nelson
Oregon
$58K – – –
TFM
1409
TFC Financial Management
Massachusetts
$57K – – –
LWM
1410
Liberty Wealth Management
California
$57K +$553 +4 +1%
WBC
1411
West Branch Capital
Massachusetts
$57K +$56.7K +410 New
CIA
1412
Cascade Investment Advisors
Oregon
$56K – – –
LC
1413
Lindbrook Capital
California
$55K – – –
SL
1414
Savior LLC
Massachusetts
$55K +$138 +1 +0.3%
M
1415
MOTCO
Texas
$55K +$38K +275 +239%
AWM
1416
Avior Wealth Management
Nebraska
$54K +$4.84K +35 +10%
KFI
1417
Key Financial Inc
Pennsylvania
$53K – – –
TC
1418
Trust Company
Kansas
$53K – – –
CAGAS
1419
Capital Advisory Group Advisory Services
Minnesota
$52K – – –
NFSG
1420
Newbridge Financial Services Group
Florida
$52K – – –
ADL
1421
Asset Dedication LLC
California
$51K – – –
BEI
1422
Benjamin Edwards Inc
Missouri
$50K +$2.07K +15 +4%
HWMA
1423
Heritage Wealth Management (Arizona)
Arizona
$49K +$48.4K +350 New
TLFA
1424
True Link Financial Advisors
California
$48K +$4.29K +31 +10%
HFS
1425
HBC Financial Services
Washington
$48K +$108K +779 +243%
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57
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