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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
1626
UP Strategic Wealth Investment Advisors
Pennsylvania
$338K +$9.52K +43 +3%
PCP
1627
Proficio Capital Partners
Massachusetts
$338K -$443 -2 -0.1%
SCI
1628
Silver Coast Investments
United States
$338K +$68K +307 +27%
WP
1629
Westmount Partners
California
$337K +$886 +4 +0.3%
MWA
1630
Midland Wealth Advisors
Illinois
$337K -$109K -491 -25%
VDI
1631
Vaughan David Investments
Illinois
$337K -$4.43K -20 -1%
RSA
1632
River Street Advisors
Illinois
$337K +$322K +1,455 New
OPPS
1633
Obsidian Personal Planning Solutions
Maryland
$336K -$1.99K -9 -0.6%
TFM
1634
TFC Financial Management
Massachusetts
$334K +$36.5K +165 +13%
MPM
1635
MBB Public Markets
Illinois
$333K +$319K +1,440 New
MEAC
1636
M.E. Allison & Co
Texas
$332K – – –
DAM
1637
Diamant Asset Management
Connecticut
$331K +$22.1K +100 +8%
PIA
1638
Powell Investment Advisors
Florida
$330K – – –
ACM
1639
AlphaStar Capital Management
North Carolina
$330K -$2.44K -11 -0.8%
BCP
1640
Berkeley Capital Partners
Georgia
$330K +$4.65K +21 +1%
SFS
1641
Strategic Financial Services
New York
$327K – – –
CLA
1642
Carnegie Lake Advisors
New Jersey
$327K – – –
MIM
1643
Moseley Investment Management
Florida
$327K +$38.8K +175 +14%
LWCFA
1644
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$326K – – –
PGAM
1645
Princeton Global Asset Management
New Jersey
$325K – – –
NWM
1646
Northwest Wealth Management
Iowa
$325K – – –
PDL
1647
Portfolio Design Labs
California
$325K -$194K -876 -38%
ZF
1648
Zhang Financial
Michigan
$325K -$67.1K -303 -18%
CST
1649
Charles Schwab Trust
Nevada
$325K +$310K +1,402 New
SI
1650
Sprott Inc
Ontario, Canada
$325K +$310K +1,402 New
64 65
66
67 68