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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
1751
Wingate Wealth Advisors
Massachusetts
$266K +$271K +1,204 New
KWA
1752
Kellett Wealth Advisors
Ohio
$265K +$45K +200 +20%
LCC
1753
Lincoln Capital Corp
Rhode Island
$265K +$2.25K +10 +0.8%
PR
1754
Payden & Rygel
California
$265K – – –
IA
1755
Insight Advisors
Pennsylvania
$264K +$8.11K +36 +3%
SIA
1756
SGL Investment Advisors
Montana
$264K -$376K -1,671 -55%
AIA
1757
AssuredPartners Investment Advisors
Florida
$263K +$269K +1,193 New
WF
1758
Wayfinding Financial
Washington
$263K -$1.58K -7 -0.6%
QFA
1759
Quantum Financial Advisors
California
$263K – – –
BDL
1760
Bey-Douglas LLC
Georgia
$263K -$35.6K -158 -12%
BMA
1761
Brooks Moore & Associates
Tennessee
$262K – – –
WIM
1762
WealthPlan Investment Management
Nebraska
$259K -$225 -1 -0.1%
AIC
1763
Argus Investors Counsel
New York
$258K – – –
PPWP
1764
Premier Path Wealth Partners
New Jersey
$257K -$11K -49 -4%
1W
1765
1776 Wealth
Georgia
$257K +$225 +1 +0.1%
RPWA
1766
Regent Peak Wealth Advisors
Georgia
$257K +$262K +1,163 New
TC
1767
Trilogy Capital
California
$256K +$2.48K +11 +1%
NCTC
1768
New Covenant Trust Company
Indiana
$256K -$15.3K -68 -6%
CCA
1769
Childress Capital Advisors
Texas
$255K -$11.7K -52 -4%
LG
1770
LaFleur & Godfrey
Michigan
$254K – – –
FF
1771
Financial Futures
New Jersey
$254K – – –
KFG
1772
Kingdom Financial Group
Arizona
$253K +$258K +1,145 New
AFW
1773
Avantra Family Wealth
Pennsylvania
$253K – – –
PCH
1774
PGIM Custom Harvest
New Jersey
$252K -$6.08K -27 -2%
PPW
1775
Pasadena Private Wealth
California
$252K +$5.18K +23 +2%
69 70
71
72 73