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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PBF
1526
Petix & Botte Financial
California
$432K – – –
TCOTS
1527
Trust Company of the South
North Carolina
$431K -$40.1K -188 -9%
CGL
1528
Clarius Group LLC
Washington
$430K -$171K -801 -29%
BWM
1529
BCS Wealth Management
Tennessee
$429K +$214K +1,003 +105%
OWIM
1530
Old West Investment Management
California
$429K – – –
RWI
1531
Red Wave Investments
Pennsylvania
$428K – – –
GRWP
1532
Green Ridge Wealth Planning
New Jersey
$427K +$415K +1,945 New
DI
1533
Diligent Investors
California
$426K +$1.07K +5 +0.3%
XPN
1534
XY Planning Network
Montana
$426K +$5.75K +27 +1%
TWP
1535
Tyche Wealth Partners
Texas
$426K -$27.7K -130 -6%
GWSG
1536
GPS Wealth Strategies Group
Colorado
$425K -$856K -4,014 -67%
TPI
1537
Trust Point Inc
Wisconsin
$425K +$19K +89 +5%
CF
1538
Convergence Financial
Missouri
$425K +$426 +2 +0.1%
BFIM
1539
Beese Fulmer Investment Management
Ohio
$424K -$23.4K -110 -5%
CNBT
1540
Canandaigua National Bank & Trust
New York
$423K -$70.1K -329 -15%
QWM
1541
Quaker Wealth Management
New Jersey
$423K -$426 -2 -0.1%
SLWA
1542
San Luis Wealth Advisors
California
$422K +$9.59K +45 +2%
PCA
1543
Prosperity Capital Advisors
Ohio
$422K +$33.9K +159 +9%
HW
1544
HORAN Wealth
Ohio
$422K – – –
WF
1545
Whelan Financial
California
$422K +$409K +1,919 New
PWP
1546
Perfromance Wealth Partners
Illinois
$421K -$20.7K -97 -5%
ACM
1547
Aljian Capital Management
Nevada
$420K -$22.2K -104 -5%
VIPI
1548
Vista Investment Partners II
Indiana
$419K -$17.7K -83 -4%
FWA
1549
Flagship Wealth Advisors
Massachusetts
$419K +$639 +3 +0.2%
FNFDCM
1550
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$418K – – –
60 61
62
63 64