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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
1626
Cheviot Value Management
California
$371K – – –
PIM
1627
Penobscot Investment Management
Massachusetts
$370K +$5.54K +26 +2%
PWA
1628
Prairie Wealth Advisors
Nebraska
$370K -$359K -1,684 Closed
WA1
1629
Wimmer Associates 1
California
$368K – – –
ORC
1630
O'Rourke & Company
Massachusetts
$368K -$8.31K -39 -2%
SA
1631
Sacks & Associates
New Jersey
$368K +$357K +1,674 New
LFA
1632
Legacy Financial Advisors
Kentucky
$367K +$35K +164 +11%
TPA
1633
Trivium Point Advisory
Connecticut
$367K +$11.9K +56 +3%
WA
1634
Wealth Architects
California
$366K +$1.07K +5 +0.3%
FBFS
1635
First Business Financial Services
Wisconsin
$364K -$21.3K -100 -6%
SI
1636
Seeds Investor
New York
$364K +$114K +537 +48%
BOS
1637
Bank of Stockton
California
$364K -$3.2K -15 -0.9%
LS
1638
Leelyn Smith
Illinois
$363K – – –
CAM
1639
Cidel Asset Management
Ontario, Canada
$363K – – –
JTWM
1640
Jackson Thornton Wealth Management
Alabama
$361K +$351K +1,646 New
SWM
1641
Stockman Wealth Management
Montana
$359K – – –
ABTD
1642
Arvest Bank Trust Division
Oklahoma
$358K – – –
NRI
1643
NFP Retirement Inc
California
$357K -$14.3K -67 -4%
AWM
1644
Allen Wealth Management
North Carolina
$357K – – –
AWA
1645
Amplius Wealth Advisors
Pennsylvania
$357K +$4.05K +19 +1%
WIA
1646
Wetzel Investment Advisors
Indiana
$357K +$2.77K +13 +0.8%
BW
1647
Bravera Wealth
North Dakota
$357K +$346K +1,624 New
JFG
1648
Jefferies Financial Group
New York
$357K +$346K +1,624 New
RIG
1649
RiverFront Investment Group
Virginia
$356K +$346K +1,621 New
GKWIM
1650
Gerber Kawasaki Wealth & Investment Management
California
$355K +$15.6K +73 +5%
64 65
66
67 68