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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFGP
1601
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$355K +$9.97K +45 +3%
BFG
1602
Berger Financial Group
Minnesota
$355K +$886 +4 +0.3%
AWAG
1603
ARS Wealth Advisors Group
Florida
$353K +$221 +1 +0.1%
BWM
1604
BlackDiamond Wealth Management
New York
$353K -$45.8K -207 -12%
LWP
1605
LMG Wealth Partners
Louisiana
$353K +$1.11K +5 +0.3%
TVAMP
1606
Tennessee Valley Asset Management Partners
Tennessee
$352K +$1.11K +5 +0.3%
PWAM
1607
Pinnacle West Asset Management
Wyoming
$352K +$5.54K +25 +2%
GAG
1608
GM Advisory Group
New York
$351K +$7.75K +35 +2%
MAWA
1609
Moss Adams Wealth Advisors
Washington
$350K +$52.5K +237 +19%
AGWCA
1610
Annis Gardner Whiting Capital Advisors
Florida
$349K +$10.2K +46 +3%
CF
1611
Claris Financial
Virginia
$349K – – –
GWM
1612
Gibbs Wealth Management
Georgia
$348K +$333K +1,504 New
GKWIM
1613
Gerber Kawasaki Wealth & Investment Management
California
$348K +$2.21K +10 +0.7%
AWM
1614
Aviso Wealth Management
Washington
$348K -$4.87K -22 -1%
SOAMC
1615
Spirit of America Management Corp
New York
$347K +$44.3K +200 +15%
FLPIM
1616
F.L. Putnam Investment Management
Massachusetts
$347K +$20.4K +92 +7%
BI
1617
Bolthouse Investments
California
$346K – – –
GSF
1618
Grove Street Fiduciary
New Hampshire
$345K +$330K +1,489 New
ACP
1619
Argyle Capital Partners
California
$343K – – –
ML
1620
McAdam LLC
Pennsylvania
$343K +$9.74K +44 +3%
CG
1621
Cynosure Group
Utah
$342K +$19K +86 +6%
DF
1622
Dunhill Financial
United Kingdom
$342K -$1.33K -6 -0.4%
BWS
1623
Broadway Wealth Solutions
Texas
$342K -$19.3K -87 -6%
GD
1624
Grandfield & Dodd
New York
$341K – – –
FHB
1625
First Hawaiian Bank
Hawaii
$341K -$1.27M -5,735 -80%
63 64
65
66 67