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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1651
Osterweis Capital Management
California
$31.4K – – –
PCTC
1652
Perkins Coie Trust Company
Washington
$31.4K – – –
SFG
1653
Steward Financial Group
Texas
$31K +$31.9K +198 New
TLCM
1654
Twin Lakes Capital Management
California
$30.8K +$161 +1 +0.5%
JWA
1655
JFS Wealth Advisors
Pennsylvania
$29.6K -$86.9K -540 -74%
AA
1656
Addison Advisors
Vermont
$28.7K -$9.81K -61 -25%
DI
1657
Disciplined Investments
Oklahoma
$28.6K -$26.6K -165 -48%
RWM
1658
Raffa Wealth Management
District of Columbia
$27K – – –
POIA
1659
Pin Oak Investment Advisors
Texas
$25K – – –
SC
1660
Sierra Capital
Florida
$25K – – –
MFA
1661
McClarren Financial Advisors
Pennsylvania
$25K +$161 +1 +0.6%
TWD
1662
True Wealth Design
Ohio
$23.5K +$24.1K +150 New
PP
1663
PrairieView Partners
Minnesota
$23K – – –
MFG
1664
Mendota Financial Group
Wisconsin
$22.9K +$23.5K +146 New
EI
1665
Ellevest Inc
New York
$22.4K -$516K -3,209 -96%
HWMA
1666
Heritage Wealth Management (Arizona)
Arizona
$21.3K +$13.8K +86 +172%
MPCL
1667
My Personal CFO LLC
Washington
$21.2K +$21.7K +135 New
BBPWM
1668
Blue Bell Private Wealth Management
Pennsylvania
$21K – – –
EWM
1669
Endurance Wealth Management
Rhode Island
$20K – – –
TAIM
1670
TD Ameritrade Investment Management
Nebraska
$20K +$805 +5 +4%
BAAM
1671
Baker Avenue Asset Management
California
$19.9K -$602K -3,739 -97%
OLVIG
1672
Oliver Lagore Vanvalin Investment Group
Michigan
$19K – – –
PP
1673
PFS Partners
New Jersey
$18.8K – – –
GC
1674
Gould Capital
Washington
$18K – – –
AAP
1675
Arax Advisory Partners
Colorado
$17.3K -$17.2K -107 -49%
65 66
67
68 69