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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1701
Corient IA
Florida
$361K – – –
SA
1702
SPWM Advisors
Michigan
$361K +$445 +2 +0.1%
BWM
1703
BlackDiamond Wealth Management
New York
$361K +$15.8K +71 +5%
ZF
1704
Zhang Financial
Michigan
$360K +$38.7K +174 +12%
BW
1705
BIP Wealth
Georgia
$359K +$63.6K +286 +22%
SWM
1706
Stockman Wealth Management
Montana
$359K -$3.34K -15 -0.9%
AWM
1707
Allen Wealth Management
North Carolina
$359K – – –
CAM
1708
Carret Asset Management
New York
$358K – – –
QFA
1709
Quantum Financial Advisors
California
$357K -$45.4K -204 -11%
CWA
1710
CM Wealth Advisors
Ohio
$357K -$70.9K -319 -17%
KCP
1711
Kera Capital Partners
California
$357K +$29.1K +131 +9%
ABTD
1712
Arvest Bank Trust Division
Oklahoma
$356K -$2.67K -12 -0.7%
CCWP
1713
Cedar Cove Wealth Partners
Minnesota
$356K -$1.56K -7 -0.4%
1WM
1714
1900 Wealth Management
Texas
$355K +$354K +1,593 New
CA
1715
Calton & Associates
Florida
$355K -$31.6K -142 -8%
CVM
1716
Cheviot Value Management
California
$355K – – –
DE
1717
Defiance ETFs
New York
$355K +$53.4K +240 +18%
ARG
1718
Advisory Resource Group
Oklahoma
$355K +$445 +2 +0.1%
TFP
1719
Tilia Fiduciary Partners
North Carolina
$352K -$10.7K -48 -3%
WP
1720
Westmount Partners
California
$351K +$23.4K +105 +7%
AG
1721
AIA Group
Hong Kong
$351K – – –
OC
1722
Oarsman Capital
Wisconsin
$351K +$18.9K +85 +6%
MAWA
1723
Moss Adams Wealth Advisors
Washington
$351K -$13.1K -59 -4%
BW
1724
Bravera Wealth
North Dakota
$350K -$4.89K -22 -1%
SFB
1725
STAR Financial Bank
Indiana
$349K -$27.6K -124 -7%
67 68
69
70 71