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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
1401
Keystone Wealth Services
California
$220K – – –
ACM
1402
Azimuth Capital Management
Michigan
$219K – – –
PWMG
1403
Prestige Wealth Management Group
New Jersey
$219K +$7.73K +51 +4%
VCM
1404
Versant Capital Management
Arizona
$219K +$30.3K +200 +17%
HCM
1405
HM Capital Management
Missouri
$218K – – –
OIA
1406
OneDigital Investment Advisors
Kansas
$218K +$209K +1,376 New
HCM
1407
Highlander Capital Management
New Jersey
$216K – – –
SFS
1408
Strategic Financial Services
New York
$216K – – –
CFA
1409
Compass Financial Advisors
Indiana
$216K +$152 +1 +0.1%
FUBT
1410
First United Bank & Trust
Maryland
$216K +$8.34K +55 +4%
1W
1411
1776 Wealth
Georgia
$215K – – –
AL
1412
ADE LLC
Maryland
$215K – – –
BFAG
1413
Blackston Financial Advisory Group
Florida
$215K +$4.25K +28 +2%
KM
1414
Kalos Management
Georgia
$214K -$44.1K -291 -18%
SAM
1415
Summit Asset Management
Tennessee
$214K – – –
FF
1416
Financial Futures
New Jersey
$213K -$3.79K -25 -2%
ABP
1417
Arthur B. Page
$212K -$41.7K -275 -17%
MCM
1418
Manchester Capital Management
Vermont
$211K -$270K -1,783 -57%
BCA
1419
Bray Capital Advisors
Florida
$210K – – –
MSFS
1420
Main Street Financial Solutions
Pennsylvania
$210K +$201K +1,325 New
RWB
1421
RMR Wealth Builders
New Jersey
$210K +$201K +1,325 New
BCP
1422
Berkeley Capital Partners
Georgia
$209K -$18.8K -124 -9%
BMA
1423
Brooks Moore & Associates
Tennessee
$209K – – –
WF
1424
Wayfinding Financial
Washington
$208K -$20.8K -137 -10%
CAM
1425
Claret Asset Management
Quebec, Canada
$208K +$199K +1,310 New
55 56
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