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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1651
Financial Management Professionals
Texas
$14K – – –
TIM
1652
Tortoise Investment Management
New York
$14K – – –
WAM
1653
WFA Asset Management
Wisconsin
$13.5K +$16.1K +100 New
EWM
1654
Evermay Wealth Management
Virginia
$13K – – –
LPWM
1655
Lake Point Wealth Management
Texas
$13K – – –
CFN
1656
Cordasco Financial Network
Florida
$13K +$12.5K +78 New
KIG
1657
Kessler Investment Group
Indiana
$12K – – –
HWA
1658
HHM Wealth Advisors
Tennessee
$12K +$11.3K +70 New
WAC
1659
William Allan Corp
Colorado
$11K +$10.5K +65 New
RDFA
1660
Ritter Daniher Financial Advisory
Ohio
$11K +$10.6K +66 New
CWM
1661
Curi Wealth Management
North Carolina
$11K +$11.1K +69 New
BC
1662
Barnett & Company
Tennessee
$10K +$9.65K +60 New
ACA
1663
Atlas Capital Advisors
Wyoming
$9.18K – – –
COCM
1664
Charter Oak Capital Management
New Hampshire
$8K – – –
IHWM
1665
Iron Horse Wealth Management
Iowa
$8K – – –
LWP
1666
Laurel Wealth Planning
Minnesota
$8K – – –
PCFFS
1667
Pacific Center for Financial Services
California
$8K – – –
PFSC
1668
Peoples Financial Services Corp
Pennsylvania
$8K – – –
RIM
1669
Rockbridge Investment Management
New York
$8K – – –
SOW
1670
State of Wyoming
Wyoming
$8K +$161 +1 +2%
LB
1671
Legacy Bridge
Iowa
$7K – – –
HI
1672
Hoey Investments
Pennsylvania
$7K +$6.75K +42 New
TCWA
1673
Ten Capital Wealth Advisors
Washington
$6K – – –
UFF
1674
USA Financial Formulas
Michigan
$6K – – –
BBPWM
1675
Blue Bell Private Wealth Management
Pennsylvania
$6K +$5.47K +34 New
65 66
67
68 69