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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1551
Biltmore Family Office
North Carolina
$236K +$221K +1,319 New
RMDI
1552
R.M. Davis Inc
Maine
$236K – – –
ESB
1553
Essex Savings Bank
Connecticut
$236K +$221K +1,316 New
ACIM
1554
Azimuth Capital Investment Management
Michigan
$235K – – –
EFSCE
1555
Enterprise Financial Services Corp (EFSC)
Missouri
$235K +$220K +1,314 New
CW
1556
CreativeOne Wealth
Kansas
$234K -$54.2K -323 -20%
ABLA
1557
Alan B. Lancz & Associates
Ohio
$233K +$218K +1,300 New
WMA
1558
Wealth Management Associates
New Jersey
$233K -$16.6K -99 -7%
GKWIM
1559
Gerber Kawasaki Wealth & Investment Management
California
$232K -$27.3K -163 -11%
LAM
1560
L2 Asset Management
Massachusetts
$232K +$217K +1,296 New
WAG
1561
Winthrop Advisory Group
Massachusetts
$232K +$217K +1,295 New
PCMC
1562
Paragon Capital Management (Colorado)
Colorado
$231K +$216K +1,290 New
MW
1563
Maia Wealth
Colorado
$231K +$216K +1,290 New
MWM
1564
Merriman Wealth Management
Washington
$231K +$216K +1,287 New
GCA
1565
Genesee Capital Advisors
New York
$229K +$215K +1,281 New
VWA
1566
Visionary Wealth Advisors
Illinois
$228K -$6.71K -40 -3%
HWMG
1567
Hurlow Wealth Management Group
Indiana
$228K +$214K +1,274 New
TFGT
1568
TS Financial Group (TSFG)
Illinois
$228K -$3.52K -21 -2%
SFG
1569
SNS Financial Group
Minnesota
$228K +$213K +1,272 New
ML
1570
McAdam LLC
Pennsylvania
$227K +$212K +1,266 New
IP
1571
Ignite Planners
California
$226K -$997K -5,948 -83%
IWP
1572
Invenio Wealth Partners
Florida
$225K +$211K +1,257 New
GFPC
1573
Global Financial Private Client
Florida
$225K -$1.51K -9 -0.7%
CPA
1574
Capital Planning Advisors
California
$225K +$211K +1,257 New
VRM
1575
Vectors Research Management
New York
$225K +$210K +1,254 New
61 62
63
64 65