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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1426
Alterity Financial Group
Maine
$237K +$222K +1,452 New
CC
1427
Cannell & Co
New York
$237K – – –
CFD
1428
Creative Financial Designs
Indiana
$236K -$25.3K -165 -10%
PWP
1429
Phillips Wealth Planners
Mississippi
$235K -$1.07K -7 -0.5%
NJBEST
1430
New Jersey Better Educational Savings Trust
New Jersey
$235K – – –
WDC
1431
Woodward Diversified Capital
California
$235K – – –
GLLW
1432
Graves Light Lenhart Wealth
Virginia
$235K – – –
KMWM
1433
Keudell/Morrison Wealth Management
Oregon
$234K -$5.82K -38 -3%
SIC
1434
Sigma Investment Counselors
Michigan
$234K +$306 +2 +0.1%
DE
1435
Day & Ennis
Georgia
$233K – – –
PFBT
1436
Parkside Financial Bank & Trust
Missouri
$233K -$51.9K -339 -19%
PIA
1437
Powell Investment Advisors
Florida
$233K – – –
CRIG
1438
Charter Research & Investment Group
Connecticut
$233K – – –
EPWM
1439
Essex Private Wealth Management
Massachusetts
$233K – – –
CAL
1440
Capital Advisors Ltd
Ohio
$232K -$10.7K -70 -5%
MSFS
1441
Main Street Financial Solutions
Pennsylvania
$230K -$109K -713 -34%
WC
1442
Woodstock Corp
Massachusetts
$230K -$30.8K -201 -13%
SMA
1443
Sage Mountain Advisors
Georgia
$229K +$215K +1,403 New
DAM
1444
Diamant Asset Management
Connecticut
$229K – – –
GSEP
1445
Golden State Equity Partners
California
$229K +$215K +1,401 New
SIAP
1446
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$228K +$153 +1 +0.1%
MWM
1447
Merriman Wealth Management
Washington
$228K -$10.4K -68 -5%
LWCFA
1448
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K -$18.7K -122 -8%
RWB
1449
RMR Wealth Builders
New Jersey
$227K -$2.76K -18 -1%
LFA
1450
Legacy Financial Advisors
Kentucky
$226K -$306 -2 -0.1%
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