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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AMBIA
1701
Allen Mooney & Barnes Investment Advisors
Georgia
$356K +$230 +1 +0.1%
PWAM
1702
Pinnacle West Asset Management
Wyoming
$356K -$6.89K -30 -2%
ISWM
1703
Independent Solutions Wealth Management
New York
$356K -$42K -183 -11%
BWP
1704
Balboa Wealth Partners
Arizona
$355K -$12.6K -55 -3%
WIM
1705
WealthPlan Investment Management
Nebraska
$352K +$61.3K +267 +21%
IP
1706
Indivisible Partners
Florida
$352K +$45.3K +197 +15%
LW
1707
Linscomb Wealth
Texas
$352K -$647K -2,817 -65%
GFPC
1708
Global Financial Private Client
Florida
$352K +$14.5K +63 +4%
HIMS
1709
Hager Investment Management Services
New Hampshire
$351K -$5.74K -25 -2%
BWM
1710
BlackDiamond Wealth Management
New York
$350K +$3.45K +15 +1%
CAWM
1711
Capital Advisors Wealth Management
Washington
$349K +$16.8K +73 +5%
AWAG
1712
ARS Wealth Advisors Group
Florida
$348K – – –
OA
1713
Operose Advisors
Wisconsin
$348K +$32.9K +143 +10%
NWM
1714
Northwest Wealth Management
Iowa
$348K +$2.07K +9 +0.6%
CFA
1715
Cahill Financial Advisors
Minnesota
$347K +$27.3K +119 +9%
IWA
1716
Icon Wealth Advisors
Texas
$347K +$346K +1,505 New
FLPIM
1717
F.L. Putnam Investment Management
Massachusetts
$346K +$20.2K +88 +6%
CTA
1718
Clear Trail Advisors
Texas
$345K – – –
SIA
1719
Soltis Investment Advisors
Utah
$344K +$48.7K +212 +16%
BI
1720
Bolthouse Investments
California
$344K – – –
DA
1721
Drake & Associates
Wisconsin
$343K -$79.7K -347 -19%
GSF
1722
Grove Street Fiduciary
New Hampshire
$342K – – –
OC
1723
Oarsman Capital
Wisconsin
$342K +$109K +473 +47%
ADEF
1724
ABS Direct Equity Fund
Connecticut
$342K +$345K +1,500 New
BA
1725
Bluesphere Advisors
Pennsylvania
$341K +$341K +1,484 New
67 68
69
70 71