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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1601
Mount Yale Investment Advisors
Colorado
$311K -$5.37K -25 -2%
BWMG
1602
Bannerman Wealth Management Group
Texas
$310K +$330K +1,538 New
CFD
1603
Creative Financial Designs
Indiana
$310K +$43.2K +201 +15%
SIM
1604
Sentry Investment Management
Wisconsin
$309K -$53.5K -249 -14%
BFG
1605
Berger Financial Group
Minnesota
$308K -$7.3K -34 -2%
AWAG
1606
ARS Wealth Advisors Group
Florida
$308K -$2.15K -10 -0.7%
AWM
1607
Aviso Wealth Management
Washington
$308K – – –
LWP
1608
LMG Wealth Partners
Louisiana
$306K +$1.07K +5 +0.3%
AFO
1609
Arrowroot Family Office
California
$306K -$2.15K -10 -0.7%
TVAMP
1610
Tennessee Valley Asset Management Partners
Tennessee
$306K -$80.3K -374 -20%
AFG
1611
Allegheny Financial Group
Pennsylvania
$306K – – –
LWCFA
1612
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$305K +$49.8K +232 +19%
PIA
1613
Perennial Investment Advisors
California
$303K +$11.2K +52 +4%
KCM
1614
KRS Capital Management
Michigan
$303K +$215 +1 +0.1%
LAS
1615
LWM Advisory Services
Florida
$303K – – –
DOA
1616
D'Orazio & Associates
Virginia
$303K +$3.01K +14 +0.9%
DBRC
1617
D.B. Root & Company
Pennsylvania
$302K +$5.37K +25 +2%
PWAM
1618
Pinnacle West Asset Management
Wyoming
$302K +$321K +1,495 New
BI
1619
Bolthouse Investments
California
$302K +$321K +1,496 New
BWM
1620
Blossom Wealth Management
California
$301K +$14.4K +67 +5%
GKWIM
1621
Gerber Kawasaki Wealth & Investment Management
California
$301K +$10.3K +48 +3%
SFGP
1622
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$300K +$320K +1,488 New
DF
1623
Dunhill Financial
United Kingdom
$299K +$3.87K +18 +1%
ACP
1624
Argyle Capital Partners
California
$299K +$319K +1,483 New
VWM
1625
Vigilare Wealth Management
Arizona
$299K +$215 +1 +0.1%
63 64
65
66 67