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Waste Management

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1626
JFS Wealth Advisors
Pennsylvania
$371K +$34.5K +162 +11%
CVM
1627
Cheviot Value Management
California
$371K – – –
PIM
1628
Penobscot Investment Management
Massachusetts
$370K +$5.54K +26 +2%
PWA
1629
Prairie Wealth Advisors
Nebraska
$370K -$359K -1,684 Closed
WA1
1630
Wimmer Associates 1
California
$368K – – –
ORC
1631
O'Rourke & Company
Massachusetts
$368K -$8.31K -39 -2%
SA
1632
Sacks & Associates
New Jersey
$368K +$357K +1,674 New
LFA
1633
Legacy Financial Advisors
Kentucky
$367K +$35K +164 +11%
TPA
1634
Trivium Point Advisory
Connecticut
$367K +$11.9K +56 +3%
WA
1635
Wealth Architects
California
$366K +$1.07K +5 +0.3%
FBFS
1636
First Business Financial Services
Wisconsin
$364K -$21.3K -100 -6%
SI
1637
Seeds Investor
New York
$364K +$114K +537 +48%
BOS
1638
Bank of Stockton
California
$364K -$3.2K -15 -0.9%
LS
1639
Leelyn Smith
Illinois
$363K – – –
CAM
1640
Cidel Asset Management
Ontario, Canada
$363K – – –
JTWM
1641
Jackson Thornton Wealth Management
Alabama
$361K +$351K +1,646 New
SWM
1642
Stockman Wealth Management
Montana
$359K – – –
ABTD
1643
Arvest Bank Trust Division
Oklahoma
$358K – – –
NRI
1644
NFP Retirement Inc
California
$357K -$14.3K -67 -4%
AWM
1645
Allen Wealth Management
North Carolina
$357K – – –
AWA
1646
Amplius Wealth Advisors
Pennsylvania
$357K +$4.05K +19 +1%
WIA
1647
Wetzel Investment Advisors
Indiana
$357K +$2.77K +13 +0.8%
BW
1648
Bravera Wealth
North Dakota
$357K +$346K +1,624 New
JFG
1649
Jefferies Financial Group
New York
$357K +$346K +1,624 New
RIG
1650
RiverFront Investment Group
Virginia
$356K +$346K +1,621 New