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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1401
Drive Wealth Management
Utah
$248K +$233K +1,519 New
MRCM
1402
M&R Capital Management
New Jersey
$248K +$18.4K +120 +9%
BWA
1403
BDO Wealth Advisors
Florida
$247K – – –
HA
1404
HC Advisors
Georgia
$246K +$1.53K +10 +0.7%
HL
1405
HeadInvest LLC
Maine
$246K +$1.38K +9 +0.6%
QWM
1406
Quaker Wealth Management
New Jersey
$246K – – –
BFG
1407
Berger Financial Group
Minnesota
$246K +$153 +1 +0.1%
RWP
1408
Revolve Wealth Partners
New Jersey
$246K +$7.04K +46 +3%
HBW
1409
Hazlett, Burt & Watson
West Virginia
$245K +$766 +5 +0.3%
MKA
1410
M. Kulyk & Associates
Georgia
$245K -$3.37K -22 -1%
LAS
1411
LWM Advisory Services
Florida
$245K – – –
CBB
1412
Citizens Business Bank
California
$245K +$230K +1,500 New
LB
1413
Leo Brokerage
Texas
$245K +$230K +1,499 New
FBFS
1414
First Business Financial Services
Wisconsin
$244K – – –
WIA
1415
World Investment Advisors
California
$242K -$29.1K -190 -11%
FIB
1416
First Interstate Bank
Montana
$241K -$99.6K -650 -31%
ABP
1417
Arthur B. Page
$241K -$1.53K -10 -0.7%
GD
1418
Grandfield & Dodd
New York
$241K – – –
RWP
1419
RWA Wealth Partners
Massachusetts
$240K – – –
CPA
1420
Capital Planning Advisors
California
$240K +$20.7K +135 +10%
FCH
1421
Freestone Capital Holdings
Washington
$238K -$63.3K -413 -22%
NFG
1422
Nadler Financial Group
Illinois
$238K +$223K +1,457 New
TCWM
1423
Total Clarity Wealth Management
Illinois
$237K -$4.9K -32 -2%
WA
1424
Wealth Architects
California
$237K -$1.23K -8 -0.5%
BFAG
1425
Blackston Financial Advisory Group
Florida
$237K +$14.4K +94 +7%
55 56
57
58 59