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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1651
Gerber Kawasaki Wealth & Investment Management
California
$355K +$15.6K +73 +5%
IAG
1652
Investment Advisory Group
Massachusetts
$354K -$10.9K -51 -3%
BWMG
1653
Bannerman Wealth Management Group
Texas
$354K +$5.33K +25 +2%
CAM
1654
Carret Asset Management
New York
$353K – – –
PFG
1655
Putney Financial Group
California
$353K -$19.2K -90 -5%
PWPS
1656
Pinnacle Wealth Planning Services
Ohio
$353K -$29.2K -137 -8%
BWM
1657
Blossom Wealth Management
California
$352K – – –
BWP
1658
Balboa Wealth Partners
Arizona
$352K -$85.5K -401 -20%
TNBTD
1659
Trustmark National Bank Trust Department
Mississippi
$350K -$167K -785 -33%
SG
1660
StoneX Group
New York
$350K -$53.3K -250 -14%
BWS
1661
Broadway Wealth Solutions
Texas
$349K +$9.38K +44 +3%
UAG
1662
United Advisor Group
Ohio
$348K -$5.97K -28 -2%
TCWA
1663
Turtle Creek Wealth Advisors
Texas
$348K +$73.7K +346 +28%
BFA
1664
Bragg Financial Advisors
North Carolina
$347K – – –
BWM
1665
BlackDiamond Wealth Management
New York
$347K +$1.49K +7 +0.5%
PWAM
1666
Pinnacle West Asset Management
Wyoming
$347K -$2.13K -10 -0.6%
BA
1667
Ballast Advisors
Minnesota
$347K +$16K +75 +5%
LI
1668
LRI Investments
Florida
$347K -$19.6K -92 -6%
MFS
1669
Miller Financial Services
Michigan
$346K -$79.3K -372 -19%
AG
1670
AIA Group
Hong Kong
$346K -$1.77M -8,282 -84%
FG
1671
Foster Group
Iowa
$346K -$8.53K -40 -2%
TVAMP
1672
Tennessee Valley Asset Management Partners
Tennessee
$344K +$6.82K +32 +2%
SHFG
1673
S Harris Financial Group
Texas
$344K +$333K +1,564 New
CS
1674
Capital Square
Tennessee
$343K +$110K +516 +49%
ARG
1675
Advisory Resource Group
Oklahoma
$343K -$28.3K -133 -8%
65 66
67
68 69