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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAB
1751
ABN AMRO Bank
Netherlands
$209K – – –
GCM
1752
Gables Capital Management
Florida
$209K – – –
RIP
1753
RAM Investment Partners
Washington
$208K -$47.6K -229 -19%
AWG
1754
Altus Wealth Group
Colorado
$208K – – –
KWM
1755
Koa Wealth Management
California
$208K – – –
SAG
1756
SageView Advisory Group
California
$208K +$202K +973 New
FWI
1757
Facet Wealth Inc
Maryland
$208K +$215K +1,032 New
TPA
1758
Trivium Point Advisory
Connecticut
$207K +$202K +972 New
CCA
1759
Childress Capital Advisors
Texas
$207K +$1.87K +9 +0.9%
PIM
1760
Profit Investment Management
Maryland
$207K – – –
EL
1761
EWA LLC
Pennsylvania
$207K +$196K +945 New
IP
1762
Ignite Planners
California
$207K +$204K +982 New
HIA
1763
Harbor Investment Advisory
Maryland
$206K – – –
TWA
1764
TCI Wealth Advisors
Arizona
$206K +$3.53K +17 +2%
MS
1765
Madden Securities
Texas
$206K -$27.4K -132 -12%
CWM
1766
Circle Wealth Management
New Jersey
$206K -$124K -598 -38%
OL
1767
OneFund LLC
Florida
$205K +$1.66K +8 +0.8%
JMFC
1768
J.M. Forbes & Co
Massachusetts
$205K +$199K +959 New
ODIJL
1769
One Day In July LLC
Vermont
$204K -$38.5K -185 -16%
GLR
1770
Great Lakes Retirement
Ohio
$204K -$376K -1,811 -65%
UAML
1771
US Asset Management LLC
Pennsylvania
$204K – – –
SCG
1772
Sonata Capital Group
Washington
$203K – – –
CNFG
1773
Creegan & Nassoura Financial Group
New Hampshire
$203K – – –
LK
1774
Lumbard & Kellner
New Hampshire
$203K – – –
DMBA
1775
Deseret Mutual Benefit Administrators
Utah
$202K +$6.03K +29 +3%
69 70
71
72 73