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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1401
Prelude Capital Management
New York
$225K +$231K +1,474 New
CW
1402
CreativeOne Wealth
Kansas
$224K -$655K -4,182 -74%
OIA
1403
OneDigital Investment Advisors
Kansas
$223K +$12.8K +82 +6%
WJA
1404
Willis Johnson & Associates
Texas
$222K +$228K +1,454 New
PCS
1405
Personal CFO Solutions
New Jersey
$221K -$313 -2 -0.1%
WAG
1406
Winthrop Advisory Group
Massachusetts
$221K +$470 +3 +0.2%
GLLW
1407
Graves Light Lenhart Wealth
Virginia
$220K – – –
NJBEST
1408
New Jersey Better Educational Savings Trust
New Jersey
$220K – – –
WDC
1409
Woodward Diversified Capital
California
$220K – – –
SIC
1410
Sigma Investment Counselors
Michigan
$219K +$470 +3 +0.2%
DE
1411
Day & Ennis
Georgia
$219K +$940 +6 +0.4%
EWM
1412
Executive Wealth Management
Michigan
$218K -$24.4K -156 -10%
CWP
1413
Concord Wealth Partners
Virginia
$218K -$13.9K -89 -6%
H6H
1414
Hightower 6M Holding
Kansas
$218K -$313 -2 -0.1%
CRIG
1415
Charter Research & Investment Group
Connecticut
$218K – – –
EPWM
1416
Essex Private Wealth Management
Massachusetts
$218K +$223K +1,425 New
JSW
1417
Journey Strategic Wealth
New Jersey
$216K -$107K -686 -33%
LG
1418
LaFleur & Godfrey
Michigan
$216K – – –
CCA
1419
Childress Capital Advisors
Texas
$215K +$220K +1,406 New
TCWM
1420
Total Clarity Wealth Management
Illinois
$215K +$221K +1,408 New
ABLA
1421
Alan B. Lancz & Associates
Ohio
$214K -$94K -600 -32%
DAM
1422
Diamant Asset Management
Connecticut
$214K -$43.9K -280 -17%
RPC
1423
Rossmore Private Capital
Connecticut
$214K +$219K +1,400 New
KWS
1424
Keystone Wealth Services
California
$213K +$783 +5 +0.4%
MSFS
1425
Main Street Financial Solutions
Pennsylvania
$213K +$10.2K +65 +5%
55 56
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58 59