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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1601
Pinnacle West Asset Management
Wyoming
$351K +$7.88K +35 +2%
BWMG
1602
Bannerman Wealth Management Group
Texas
$350K -$3.83K -17 -1%
LAS
1603
LWM Advisory Services
Florida
$349K +$1.58K +7 +0.4%
BFA
1604
Bragg Financial Advisors
North Carolina
$349K -$15.8K -70 -4%
MAWA
1605
Moss Adams Wealth Advisors
Washington
$347K -$4.5K -20 -1%
GWM
1606
Gibbs Wealth Management
Georgia
$346K -$16K -71 -4%
SWM
1607
Shepherd Wealth Management
Ohio
$342K – – –
AWM
1608
Aviso Wealth Management
Washington
$341K – – –
TFP
1609
Tilia Fiduciary Partners
North Carolina
$341K -$2.03K -9 -0.6%
GKWIM
1610
Gerber Kawasaki Wealth & Investment Management
California
$341K -$14.6K -65 -4%
P
1611
Pitcairn
Pennsylvania
$341K -$191K -848 -35%
RT
1612
Rockland Trust
Massachusetts
$341K -$19.6K -87 -5%
BWS
1613
Broadway Wealth Solutions
Texas
$341K +$21.2K +94 +6%
GBT
1614
Grove Bank & Trust
Florida
$340K – – –
MCM
1615
Manchester Capital Management
Vermont
$339K -$10.1K -45 -3%
TVAMP
1616
Tennessee Valley Asset Management Partners
Tennessee
$338K +$1.35K +6 +0.4%
LWP
1617
LMG Wealth Partners
Louisiana
$338K +$1.13K +5 +0.3%
WA
1618
WESPAC Advisors
California
$338K -$7.66K -34 -2%
PWM
1619
PBMares Wealth Management
Virginia
$338K -$8.56K -38 -2%
JWA
1620
JFS Wealth Advisors
Pennsylvania
$337K -$11.7K -52 -3%
AWAG
1621
ARS Wealth Advisors Group
Florida
$335K – – –
DOA
1622
D'Orazio & Associates
Virginia
$334K -$20K -89 -6%
CFD
1623
Creative Financial Designs
Indiana
$333K +$225 +1 +0.1%
PL
1624
Plancorp LLC
Missouri
$333K -$39.6K -176 -10%
LFA
1625
Legacy Financial Advisors
Kentucky
$333K -$35.6K -158 -9%
63 64
65
66 67