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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1626
Modern Wealth Management
Kansas
$244K +$225K +1,143 New
FRM
1627
Fox Run Management
Connecticut
$243K +$224K +1,139 New
TFM
1628
TFC Financial Management
Massachusetts
$242K -$3.34K -17 -1%
CC
1629
Courier Capital
New York
$241K – – –
USWIA
1630
UP Strategic Wealth Investment Advisors
Pennsylvania
$241K – – –
CWA
1631
CM Wealth Advisors
Ohio
$240K +$224K +1,142 New
RMDI
1632
R.M. Davis Inc
Maine
$238K -$39.3K -200 -15%
RPWA
1633
Regent Peak Wealth Advisors
Georgia
$238K -$2.56K -13 -1%
CPC
1634
Consolidated Planning Corp
Georgia
$238K +$219K +1,115 New
NSAM
1635
North Star Asset Management
Wisconsin
$238K +$219K +1,115 New
CIA
1636
Compass Ion Advisors
Pennsylvania
$236K +$218K +1,108 New
EM
1637
Excalibur Management
Massachusetts
$236K +$217K +1,106 New
ESB
1638
Essex Savings Bank
Connecticut
$236K – – –
WAS
1639
Winch Advisory Services
Wisconsin
$235K +$393 +2 +0.2%
RPGK
1640
Retirement Planning Group (Kansas)
Kansas
$235K +$217K +1,102 New
MS
1641
Madden Securities
Texas
$234K -$19.7K -100 -8%
WTA
1642
Washington Trust Advisors
Massachusetts
$234K – – –
SCI
1643
S&CO Inc
Massachusetts
$234K +$216K +1,100 New
WWM
1644
Wolff Wiese Magana
California
$233K – – –
FGG
1645
Financial Guidance Group
Florida
$233K +$215K +1,092 New
AFA
1646
American Financial Advisors
Georgia
$233K +$215K +1,092 New
PFT
1647
Providence First Trust
Arizona
$232K -$7.86K -40 -4%
MSFS
1648
Main Street Financial Solutions
Pennsylvania
$232K -$17.7K -90 -8%
PL
1649
Plancorp LLC
Missouri
$232K +$214K +1,088 New
GLLW
1650
Graves Light Lenhart Wealth
Virginia
$232K -$68.8K -350 -24%
64 65
66
67 68