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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1651
Berger Financial Group
Minnesota
$340K -$11.1K -48 -3%
ACP
1652
Argyle Capital Partners
California
$339K – – –
CG
1653
Cynosure Group
Utah
$338K – – –
DF
1654
Dunhill Financial
United Kingdom
$338K – – –
GD
1655
Grandfield & Dodd
New York
$338K – – –
ZIM
1656
Zacks Investment Management
Illinois
$337K -$208K -895 -38%
WAG
1657
Winthrop Advisory Group
Massachusetts
$337K +$92.8K +400 +37%
FHB
1658
First Hawaiian Bank
Hawaii
$337K – – –
BWM
1659
BlackDiamond Wealth Management
New York
$335K -$11.8K -51 -3%
WP
1660
Westmount Partners
California
$334K +$928 +4 +0.3%
RSA
1661
River Street Advisors
Illinois
$333K – – –
MEAC
1662
M.E. Allison & Co
Texas
$332K +$3.94K +17 +1%
BWS
1663
Broadway Wealth Solutions
Texas
$332K -$6.03K -26 -2%
OAM
1664
Oxford Asset Management
United Kingdom
$331K +$335K +1,445 New
GSEP
1665
Golden State Equity Partners
California
$330K -$55.4K -239 -14%
BCP
1666
Berkeley Capital Partners
Georgia
$330K +$4.64K +20 +1%
TFM
1667
TFC Financial Management
Massachusetts
$330K – – –
OPPS
1668
Obsidian Personal Planning Solutions
Maryland
$330K – – –
BC
1669
Bridgefront Capital
Texas
$329K +$333K +1,437 New
DWP
1670
Destiny Wealth Partners
Florida
$329K +$333K +1,437 New
CST
1671
Charles Schwab Trust
Nevada
$328K +$6.96K +30 +2%
SPA
1672
Sherbrooke Park Advisers
New York
$327K +$332K +1,431 New
LWCFA
1673
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$327K – – –
PIA
1674
Powell Investment Advisors
Florida
$327K – – –
GFPC
1675
Global Financial Private Client
Florida
$325K +$21.6K +93 +7%
65 66
67
68 69