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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1501
Alaethes Wealth
Nevada
$481K -$111K -481 -19%
RIP
1502
Reliant Investment Partners
North Carolina
$481K – – –
TCWA
1503
Turtle Creek Wealth Advisors
Texas
$480K +$117K +508 +32%
SHFG
1504
S Harris Financial Group
Texas
$480K +$120K +523 +33%
SI
1505
Severin Investments
Missouri
$479K +$17.7K +77 +4%
JBA
1506
Johnson Bixby & Associates
Washington
$479K +$19.1K +83 +4%
DCM
1507
DGS Capital Management
New Jersey
$478K +$168K +731 +54%
WMP
1508
Wealth Management Partners
Arizona
$478K – – –
AIFAIM
1509
American Institute for Advanced Investment Management
Arizona
$478K -$28.7K -125 -6%
EWA
1510
Etesian Wealth Advisors
Oregon
$477K -$11K -48 -2%
FMLI
1511
Fukoku Mutual Life Insurance
Japan
$475K – – –
PWAM
1512
Private Wealth Asset Management
Iowa
$475K -$22.3K -97 -4%
QWP
1513
Quotient Wealth Partners
Texas
$474K -$70.1K -305 -13%
KFG
1514
Kingdom Financial Group
Arizona
$474K -$113K -493 -19%
LAS
1515
Lloyd Advisory Services
Georgia
$474K +$471K +2,048 +13,653%
BWG
1516
Beta Wealth Group
California
$474K -$86.9K -378 -15%
EFG
1517
Ethos Financial Group
Pennsylvania
$472K -$5.97K -26 -1%
BMO
1518
Beck Mack & Oliver
New York
$471K – – –
BF
1519
Baring Financial
Washington
$470K +$460 +2 +0.1%
CC
1520
Courier Capital
New York
$470K +$2.76K +12 +0.6%
CIM
1521
Cambria Investment Management
California
$469K +$469K +2,043 New
AFG
1522
Allegheny Financial Group
Pennsylvania
$469K +$4.37K +19 +0.9%
HA
1523
Herold Advisors
New York
$468K -$6.89K -30 -1%
LFP
1524
Lakeshore Financial Planning
Michigan
$466K -$230 -1 -0%
TWM
1525
Tradition Wealth Management
Minnesota
$465K -$20.9K -91 -4%
59 60
61
62 63