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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1601
Gerber Kawasaki Wealth & Investment Management
California
$368K +$24.6K +106 +7%
ZF
1602
Zhang Financial
Michigan
$368K +$48.3K +208 +15%
WEG
1603
World Equity Group
Illinois
$368K -$435K -1,874 -54%
CAM
1604
Carret Asset Management
New York
$368K – – –
AAM
1605
Auxier Asset Management
Oregon
$368K – – –
DBRC
1606
D.B. Root & Company
Pennsylvania
$367K +$10.9K +47 +3%
BWMG
1607
Bannerman Wealth Management Group
Texas
$367K +$9.28K +40 +3%
BWM
1608
Blossom Wealth Management
California
$367K +$13.9K +60 +4%
DOA
1609
D'Orazio & Associates
Virginia
$366K +$9.05K +39 +2%
NG
1610
Novem Group
New York
$366K -$6.5K -28 -2%
BCM
1611
Bayesian Capital Management
New York
$366K +$371K +1,600 New
FUBT
1612
First United Bank & Trust
Maryland
$364K – – –
MAWA
1613
Moss Adams Wealth Advisors
Washington
$364K +$18.6K +80 +5%
RS
1614
R Squared
Hong Kong
$363K +$71.2K +307 +24%
DIA
1615
Dana Investment Advisors
Wisconsin
$363K -$79.3K -342 -18%
CAWM
1616
Capital Advisors Wealth Management
Washington
$362K -$85.1K -367 -19%
ACM
1617
AlphaStar Capital Management
North Carolina
$362K +$36.2K +156 +11%
MCM
1618
Manchester Capital Management
Vermont
$362K +$7.19K +31 +2%
JWA
1619
JFS Wealth Advisors
Pennsylvania
$361K +$232K +1,001 +173%
VCM
1620
Versant Capital Management
Arizona
$361K -$4.18K -18 -1%
LAS
1621
LWM Advisory Services
Florida
$360K – – –
AAMU
1622
AEGON Asset Management (UK)
United Kingdom
$360K +$365K +1,574 New
SCI
1623
Silver Coast Investments
United States
$359K +$25.5K +110 +8%
PWM
1624
PBMares Wealth Management
Virginia
$359K +$232 +1 +0.1%
PB
1625
Pinnacle Bancorp
Nebraska
$359K -$33.6K -145 -8%
63 64
65
66 67