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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWC
1801
Spectrum Wealth Counsel
Indiana
$120K – – –
C
1802
Covestor
United Kingdom
$115K -$29.3K -149 -22%
GC
1803
Garde Capital
Washington
$113K +$105K +532 New
IWA
1804
Icon Wealth Advisors
Texas
$113K +$104K +529 New
BWAM
1805
Boyd Watterson Asset Management
Ohio
$111K – – –
TCA
1806
Trifecta Capital Advisors
Illinois
$110K -$84.1K -428 -45%
EWP
1807
Elevation Wealth Partners
California
$107K -$54K -275 -35%
PMFA
1808
Plante Moran Financial Advisors
Michigan
$104K +$2.95K +15 +3%
WAG
1809
Wiser Advisor Group
Arizona
$102K +$197 +1 +0.2%
BWM
1810
BKM Wealth Management
Wisconsin
$101K +$13.6K +69 +17%
PP
1811
Pacifica Partners
Canada
$99.5K – – –
IRC
1812
Investors Research Corp
Georgia
$97.8K -$28.5K -145 -24%
SL
1813
Salomon & Ludwin
Virginia
$97.6K +$18.3K +93 +25%
CNBTD
1814
Citizens National Bank Trust Department
Mississippi
$95.9K -$9.83K -50 -10%
CWP
1815
Concord Wealth Partners
Virginia
$95.2K – – –
CBT
1816
CoreFirst Bank & Trust
Kansas
$93.8K -$9.83K -50 -10%
BAM
1817
Byrne Asset Management
New Jersey
$90.6K -$14.7K -75 -15%
SN
1818
Sittner & Nelson
Oregon
$88.1K – – –
TFA
1819
Transamerica Financial Advisors
Florida
$88K -$306K -1,555 -79%
CA
1820
Centerpoint Advisors
Massachusetts
$87K – – –
IWP
1821
IAG Wealth Partners
Wisconsin
$85.5K +$7.08K +36 +10%
OIA
1822
Optimum Investment Advisors
Illinois
$85.3K – – –
SAG
1823
Spotlight Asset Group
Illinois
$85.3K – – –
SWM
1824
Sugarloaf Wealth Management
Georgia
$83.1K – – –
KFI
1825
Key Financial Inc
Pennsylvania
$80.6K – – –
71 72
73
74 75