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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1701
Plante Moran Financial Advisors
Michigan
$84.4K -$45.3K -270 -36%
PP
1702
Pacifica Partners
Canada
$81.3K – – –
CWP
1703
Concord Wealth Partners
Virginia
$80K -$27.5K -164 -27%
CSC
1704
Caldwell Sutter Capital
California
$77.9K – – –
IUHSA
1705
Itau Unibanco Holding S.A.
Brazil
$77K -$75.6K -451 -51%
CB
1706
CNB Bank
Pennsylvania
$75K – – –
SN
1707
Sittner & Nelson
Oregon
$74K – – –
CG
1708
Cutler Group
California
$73K -$298K -1,779 -81%
CA
1709
Centerpoint Advisors
Massachusetts
$73K – – –
BWM
1710
BKM Wealth Management
Wisconsin
$72.7K +$68.1K +406 New
OIA
1711
Optimum Investment Advisors
Illinois
$71.6K – – –
SWM
1712
Sugarloaf Wealth Management
Georgia
$69.8K – – –
PWMG
1713
Prestige Wealth Management Group
New Jersey
$68.4K -$3.35K -20 -5%
AW
1714
Avion Wealth
Texas
$68K -$335 -2 -0.5%
KFI
1715
Key Financial Inc
Pennsylvania
$67.7K – – –
MAWCM
1716
Mine & Arao Wealth Creation & Management
California
$65.8K – – –
IWP
1717
IAG Wealth Partners
Wisconsin
$65.4K – – –
TVWM
1718
Tower View Wealth Management
Wisconsin
$63K – – –
SAG
1719
Spotlight Asset Group
Illinois
$61K – – –
FFL
1720
Financial Freedom LLC
Ohio
$60.8K – – –
AWM
1721
Abound Wealth Management
Tennessee
$60.7K +$17.1K +102 +43%
PCTC
1722
Perkins Coie Trust Company
Washington
$59.1K -$5.03K -30 -8%
LA
1723
LM Advisors
California
$59.1K +$55.3K +330 New
KC
1724
Kepos Capital
New York
$59K -$2.18K -13 -4%
AFS
1725
Annapolis Financial Services
Maryland
$58.2K – – –
67 68
69
70 71