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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1626
CM Wealth Advisors
Ohio
$240K +$224K +1,142 New
RMDI
1627
R.M. Davis Inc
Maine
$238K -$39.3K -200 -15%
RPWA
1628
Regent Peak Wealth Advisors
Georgia
$238K -$2.56K -13 -1%
CPC
1629
Consolidated Planning Corp
Georgia
$238K +$219K +1,115 New
NSAM
1630
North Star Asset Management
Wisconsin
$238K +$219K +1,115 New
CIA
1631
Compass Ion Advisors
Pennsylvania
$236K +$218K +1,108 New
EM
1632
Excalibur Management
Massachusetts
$236K +$217K +1,106 New
ESB
1633
Essex Savings Bank
Connecticut
$236K – – –
WAS
1634
Winch Advisory Services
Wisconsin
$235K +$393 +2 +0.2%
RPGK
1635
Retirement Planning Group (Kansas)
Kansas
$235K +$217K +1,102 New
MS
1636
Madden Securities
Texas
$234K -$19.7K -100 -8%
WTA
1637
Washington Trust Advisors
Massachusetts
$234K – – –
SCI
1638
S&CO Inc
Massachusetts
$234K +$216K +1,100 New
WWM
1639
Wolff Wiese Magana
California
$233K – – –
FGG
1640
Financial Guidance Group
Florida
$233K +$215K +1,092 New
AFA
1641
American Financial Advisors
Georgia
$233K +$215K +1,092 New
PFT
1642
Providence First Trust
Arizona
$232K -$7.86K -40 -4%
MSFS
1643
Main Street Financial Solutions
Pennsylvania
$232K -$17.7K -90 -8%
PL
1644
Plancorp LLC
Missouri
$232K +$214K +1,088 New
GLLW
1645
Graves Light Lenhart Wealth
Virginia
$232K -$68.8K -350 -24%
NCTC
1646
New Covenant Trust Company
Indiana
$231K +$213K +1,083 New
MRCM
1647
M&R Capital Management
New Jersey
$230K -$96.3K -490 -31%
BIA
1648
Beacon Investment Advisors
Maryland
$230K +$212K +1,080 New
HCM
1649
Hilton Capital Management
New York
$230K -$15.5K -79 -7%
FCB
1650
First County Bank
Connecticut
$230K -$21.8K -111 -9%
64 65
66
67 68