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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1501
Congress Wealth Management
Massachusetts
$316K +$32.1K +154 +11%
MA
1502
MBA Advisors
Pennsylvania
$316K +$37.3K +179 +13%
EC
1503
EntryPoint Capital
New York
$314K -$124K -594 -28%
AFG
1504
Allegheny Financial Group
Pennsylvania
$314K +$316K +1,514 New
LWP
1505
LMG Wealth Partners
Louisiana
$314K -$1.41M -6,767 -82%
OPPS
1506
Obsidian Personal Planning Solutions
Maryland
$313K – – –
SPA
1507
Sherbrooke Park Advisers
New York
$312K +$314K +1,505 New
AGWCA
1508
Annis Gardner Whiting Capital Advisors
Florida
$312K -$20.4K -98 -6%
KCM
1509
KRS Capital Management
Michigan
$312K -$54.2K -260 -15%
HA
1510
HC Advisors
Georgia
$311K – – –
LAS
1511
LWM Advisory Services
Florida
$311K – – –
TCWM
1512
Total Clarity Wealth Management
Illinois
$310K -$38.6K -185 -11%
PF
1513
Phoenix Financial
Israel
$309K +$26.9K +129 +10%
DOA
1514
D'Orazio & Associates
Virginia
$308K -$5.84K -28 -2%
VWM
1515
Vigilare Wealth Management
Arizona
$307K -$209 -1 -0.1%
GD
1516
Grandfield & Dodd
New York
$306K – – –
DBRC
1517
D.B. Root & Company
Pennsylvania
$306K +$27.1K +130 +10%
AAS
1518
Annex Advisory Services
Wisconsin
$305K -$26.3K -126 -8%
VDI
1519
Vaughan David Investments
Illinois
$305K -$39.6K -190 -11%
DF
1520
Dunhill Financial
United Kingdom
$304K +$8.55K +41 +3%
SIC
1521
Sigma Investment Counselors
Michigan
$304K – – –
KFS
1522
Kurt F. Somerville
$303K – – –
C
1523
Certuity
Florida
$302K -$14.6K -70 -5%
PIA
1524
Perennial Investment Advisors
California
$302K +$3.75K +18 +1%
BFAG
1525
Blackston Financial Advisory Group
Florida
$301K +$38.6K +185 +15%
59 60
61
62 63