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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1401
Midwest Financial Group
Kansas
$249K +$234K +1,525 New
RWP
1402
Ridgecrest Wealth Partners
California
$249K – – –
PAM
1403
Private Asset Management
California
$248K -$2.91K -19 -1%
DWM
1404
Drive Wealth Management
Utah
$248K +$233K +1,519 New
MRCM
1405
M&R Capital Management
New Jersey
$248K +$18.4K +120 +9%
BWA
1406
BDO Wealth Advisors
Florida
$247K – – –
HA
1407
HC Advisors
Georgia
$246K +$1.53K +10 +0.7%
HL
1408
HeadInvest LLC
Maine
$246K +$1.38K +9 +0.6%
QWM
1409
Quaker Wealth Management
New Jersey
$246K – – –
BFG
1410
Berger Financial Group
Minnesota
$246K +$153 +1 +0.1%
RWP
1411
Revolve Wealth Partners
New Jersey
$246K +$7.04K +46 +3%
HBW
1412
Hazlett, Burt & Watson
West Virginia
$245K +$766 +5 +0.3%
MKA
1413
M. Kulyk & Associates
Georgia
$245K -$3.37K -22 -1%
LAS
1414
LWM Advisory Services
Florida
$245K – – –
CBB
1415
Citizens Business Bank
California
$245K +$230K +1,500 New
LB
1416
Leo Brokerage
Texas
$245K +$230K +1,499 New
FBFS
1417
First Business Financial Services
Wisconsin
$244K – – –
WIA
1418
World Investment Advisors
California
$242K -$29.1K -190 -11%
FIB
1419
First Interstate Bank
Montana
$241K -$99.6K -650 -31%
ABP
1420
Arthur B. Page
$241K -$1.53K -10 -0.7%
GD
1421
Grandfield & Dodd
New York
$241K – – –
RWP
1422
RWA Wealth Partners
Massachusetts
$240K – – –
CPA
1423
Capital Planning Advisors
California
$240K +$20.7K +135 +10%
FCH
1424
Freestone Capital Holdings
Washington
$238K -$63.3K -413 -22%
NFG
1425
Nadler Financial Group
Illinois
$238K +$223K +1,457 New
55 56
57
58 59