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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1601
bLong Financial
Tennessee
$417K – – –
OCM
1602
Orleans Capital Management
Louisiana
$416K – – –
VWA
1603
VSM Wealth Advisory
Maryland
$416K -$55.4K -249 -12%
DI
1604
Diligent Investors
California
$415K +$1.11K +5 +0.3%
BA
1605
Ballast Advisors
Minnesota
$415K +$62.7K +282 +18%
VFA
1606
Values First Advisors
Tennessee
$413K – – –
CIC
1607
Crawford Investment Counsel
Georgia
$412K – – –
MSFP
1608
Mark Sheptoff Financial Planning
Connecticut
$412K – – –
FWTB
1609
First Western Trust Bank
Colorado
$412K +$10K +45 +2%
PWPS
1610
Pinnacle Wealth Planning Services
Ohio
$412K +$32.2K +145 +9%
TNA
1611
True North Advisors
Texas
$412K +$127K +571 +45%
RWS
1612
Resolute Wealth Strategies
Mississippi
$411K +$1.78K +8 +0.4%
IFS
1613
Ifrah Financial Services
Arkansas
$411K -$1.56K -7 -0.4%
BFC
1614
Blue Fin Capital
Rhode Island
$410K +$80.3K +361 +24%
VT
1615
Volterra Technologies
New York
$409K +$409K +1,837 New
SW
1616
SkyOak Wealth
Michigan
$409K – – –
AL
1617
Aspiriant LLC
California
$409K +$34.3K +154 +9%
ACM
1618
Aljian Capital Management
Nevada
$409K +$667 +3 +0.2%
SAM
1619
Sawgrass Asset Management
Florida
$408K -$14.5K -65 -3%
QWM
1620
Quaker Wealth Management
New Jersey
$407K -$22.9K -103 -5%
RWI
1621
Red Wave Investments
Pennsylvania
$406K -$27.8K -125 -6%
SW
1622
SlateStone Wealth
Florida
$406K -$5.56K -25 -1%
FMTCOCP
1623
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$405K -$33.4K -150 -8%
RCA
1624
Resonant Capital Advisors
Wisconsin
$405K -$77.6K -349 -16%
DE
1625
Diversified Enterprises
Delaware
$404K +$44K +198 +12%
63 64
65
66 67