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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1601
Means Investment Company
Maine
$258K +$209 +1 +0.1%
SEIA
1602
Signature Estate & Investment Advisors
California
$257K +$9.6K +46 +4%
WMA
1603
Wealth Management Associates
New Jersey
$257K – – –
MIM
1604
Moseley Investment Management
Florida
$257K +$209 +1 +0.1%
BWP
1605
Balboa Wealth Partners
Arizona
$256K +$10.2K +49 +4%
USWIA
1606
UP Strategic Wealth Investment Advisors
Pennsylvania
$255K +$20.7K +99 +9%
HC
1607
Hamilton Capital
Ohio
$255K – – –
PCMC
1608
Paragon Capital Management (Colorado)
Colorado
$254K +$626 +3 +0.2%
ADBIC
1609
A.D. Beadell Investment Counsel
Wisconsin
$254K – – –
LEA
1610
Legacy Edge Advisors
New York
$253K -$4.59K -22 -2%
CPA
1611
Capital Planning Advisors
California
$253K – – –
HNB
1612
Hilltop National Bank
Wyoming
$251K +$38.6K +185 +18%
FIB
1613
First Interstate Bank
Montana
$250K +$43K +206 +21%
LWCFA
1614
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$250K – – –
PCH
1615
PGIM Custom Harvest
New Jersey
$250K +$251K +1,204 New
ACGA
1616
Atlanta Consulting Group Advisors
Georgia
$249K +$250K +1,200 New
UAG
1617
United Advisor Group
Ohio
$249K +$54K +259 +28%
FFG
1618
Frisch Financial Group
New York
$248K +$835 +4 +0.3%
QFA
1619
Quantum Financial Advisors
California
$247K – – –
FFC
1620
First Financial Corp
Indiana
$247K – – –
MAWA
1621
Moss Adams Wealth Advisors
Washington
$247K +$36.1K +173 +17%
BMA
1622
Brooks Moore & Associates
Tennessee
$247K – – –
TF
1623
Trek Financial
Arizona
$247K +$16.1K +77 +7%
WC
1624
Waterloo Capital
Texas
$246K +$29.6K +142 +14%
OL
1625
Optas LLC
Texas
$246K +$1.88K +9 +0.8%
63 64
65
66 67