We are live on ! Find out more
WM icon

Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1701
Independent Solutions Wealth Management
New York
$356K -$42K -183 -11%
BWP
1702
Balboa Wealth Partners
Arizona
$355K -$12.6K -55 -3%
WIM
1703
WealthPlan Investment Management
Nebraska
$352K +$61.3K +267 +21%
IP
1704
Indivisible Partners
Florida
$352K +$45.3K +197 +15%
LW
1705
Linscomb Wealth
Texas
$352K -$647K -2,817 -65%
GFPC
1706
Global Financial Private Client
Florida
$352K +$14.5K +63 +4%
HIMS
1707
Hager Investment Management Services
New Hampshire
$351K -$5.74K -25 -2%
BWM
1708
BlackDiamond Wealth Management
New York
$350K +$3.45K +15 +1%
CAWM
1709
Capital Advisors Wealth Management
Washington
$349K +$16.8K +73 +5%
AWAG
1710
ARS Wealth Advisors Group
Florida
$348K – – –
OA
1711
Operose Advisors
Wisconsin
$348K +$32.9K +143 +10%
NWM
1712
Northwest Wealth Management
Iowa
$348K +$2.07K +9 +0.6%
CFA
1713
Cahill Financial Advisors
Minnesota
$347K +$27.3K +119 +9%
IWA
1714
Icon Wealth Advisors
Texas
$347K +$346K +1,505 New
FLPIM
1715
F.L. Putnam Investment Management
Massachusetts
$346K +$20.2K +88 +6%
CTA
1716
Clear Trail Advisors
Texas
$345K – – –
SIA
1717
Soltis Investment Advisors
Utah
$344K +$48.7K +212 +16%
BI
1718
Bolthouse Investments
California
$344K – – –
DA
1719
Drake & Associates
Wisconsin
$343K -$79.7K -347 -19%
GSF
1720
Grove Street Fiduciary
New Hampshire
$342K – – –
OC
1721
Oarsman Capital
Wisconsin
$342K +$109K +473 +47%
ADEF
1722
ABS Direct Equity Fund
Connecticut
$342K +$345K +1,500 New
BA
1723
Bluesphere Advisors
Pennsylvania
$341K +$341K +1,484 New
BFG
1724
Berger Financial Group
Minnesota
$341K -$2.53K -11 -0.7%
BOS
1725
Bank of Stockton
California
$340K -$40.4K -176 -11%
67 68
69
70 71