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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1476
Savvy Advisors Inc
New York
$331K -$49.7K -253 -14%
PCS
1477
Personal CFO Solutions
New Jersey
$330K +$30.5K +155 +11%
QPW
1478
Quantum Private Wealth
Florida
$329K +$3.93K +20 +1%
DA
1479
Drake & Associates
Wisconsin
$329K -$21.6K -110 -7%
TC
1480
Trilogy Capital
California
$329K +$303K +1,542 New
PDL
1481
Portfolio Design Labs
California
$328K -$170K -865 -36%
CFD
1482
Creative Financial Designs
Indiana
$328K +$67K +341 +28%
CG
1483
Cynosure Group
Utah
$327K +$302K +1,536 New
AWAG
1484
ARS Wealth Advisors Group
Florida
$326K +$197 +1 +0.1%
CSIC
1485
Clifford Swan Investment Counsel
California
$326K -$19.7K -100 -6%
ES
1486
ETF Store
Kansas
$325K +$786 +4 +0.3%
RWP
1487
Ridgecrest Wealth Partners
California
$325K – – –
AHB
1488
Abner Herrman & Brock
New Jersey
$325K -$4.13K -21 -1%
DFG
1489
Delta Financial Group
New Jersey
$325K -$786 -4 -0.3%
MPM
1490
MBB Public Markets
Illinois
$324K +$299K +1,522 New
CAWM
1491
Capital Advisors Wealth Management
Washington
$323K +$6.49K +33 +2%
WIA
1492
Wetzel Investment Advisors
Indiana
$323K -$983 -5 -0.3%
HCM
1493
Highlander Capital Management
New Jersey
$322K – – –
CPA
1494
Capital Planning Advisors
California
$321K +$48.7K +248 +20%
HA
1495
HC Advisors
Georgia
$320K -$2.36K -12 -0.8%
LAS
1496
LWM Advisory Services
Florida
$320K – – –
VWM
1497
Vigilare Wealth Management
Arizona
$315K – – –
EHC
1498
Everett Harris & Co
California
$315K +$27.5K +140 +10%
GD
1499
Grandfield & Dodd
New York
$314K – – –
BFA
1500
Bragg Financial Advisors
North Carolina
$314K -$34.4K -175 -11%
58 59
60
61 62