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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWIM
1576
Old West Investment Management
California
$435K – – –
QWP
1577
Quotient Wealth Partners
Texas
$435K -$25.1K -113 -5%
RIM
1578
RW Investment Management
Idaho
$434K – – –
FWA
1579
Flagship Wealth Advisors
Massachusetts
$433K +$35.6K +160 +9%
IP
1580
Indivisible Partners
Florida
$432K +$91K +409 +27%
IAS
1581
IMA Advisory Services
Colorado
$432K +$322K +1,450 +297%
WF
1582
Whelan Financial
California
$431K -$10.9K -49 -2%
NRI
1583
NFP Retirement Inc
California
$431K +$66.9K +301 +18%
GRWP
1584
Green Ridge Wealth Planning
New Jersey
$431K -$2.45K -11 -0.6%
SLWA
1585
San Luis Wealth Advisors
California
$431K +$1.33K +6 +0.3%
TWM
1586
Tradition Wealth Management
Minnesota
$430K -$20.2K -91 -5%
PWP
1587
Perfromance Wealth Partners
Illinois
$429K +$1.33K +6 +0.3%
SCM
1588
Shelton Capital Management
Colorado
$428K -$3.93M -17,663 -90%
MCM
1589
Maple Capital Management
Vermont
$426K +$28.7K +129 +7%
FNFDCM
1590
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$424K – – –
TWP
1591
Triad Wealth Partners
Kansas
$424K +$60.3K +271 +17%
CAS
1592
CTC Alternative Strategies
Illinois
$423K +$423K +1,900 New
RPC
1593
Rossmore Private Capital
Connecticut
$423K – – –
EPW
1594
Evolve Private Wealth
California
$423K -$47.4K -213 -10%
PDL
1595
Portfolio Design Labs
California
$422K +$1.78K +8 +0.4%
SIAP
1596
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$421K +$222 +1 +0.1%
ASG
1597
Advisory Solutions Group
Minnesota
$421K +$420K +1,890 New
OL
1598
Optas LLC
Texas
$421K +$29.6K +133 +8%
SEP
1599
Southland Equity Partners
Missouri
$421K +$8.9K +40 +2%
UAG
1600
United Advisor Group
Ohio
$420K +$58.7K +264 +16%
62 63
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65 66