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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1801
Elevation Wealth Partners
California
$107K -$54K -275 -35%
PMFA
1802
Plante Moran Financial Advisors
Michigan
$104K +$2.95K +15 +3%
WAG
1803
Wiser Advisor Group
Arizona
$102K +$197 +1 +0.2%
BWM
1804
BKM Wealth Management
Wisconsin
$101K +$13.6K +69 +17%
PP
1805
Pacifica Partners
Canada
$99.5K – – –
IRC
1806
Investors Research Corp
Georgia
$97.8K -$28.5K -145 -24%
SL
1807
Salomon & Ludwin
Virginia
$97.6K +$18.3K +93 +25%
CNBTD
1808
Citizens National Bank Trust Department
Mississippi
$95.9K -$9.83K -50 -10%
CWP
1809
Concord Wealth Partners
Virginia
$95.2K – – –
CBT
1810
CoreFirst Bank & Trust
Kansas
$93.8K -$9.83K -50 -10%
BAM
1811
Byrne Asset Management
New Jersey
$90.6K -$14.7K -75 -15%
SN
1812
Sittner & Nelson
Oregon
$88.1K – – –
TFA
1813
Transamerica Financial Advisors
Florida
$88K -$306K -1,555 -79%
CA
1814
Centerpoint Advisors
Massachusetts
$87K – – –
IWP
1815
IAG Wealth Partners
Wisconsin
$85.5K +$7.08K +36 +10%
OIA
1816
Optimum Investment Advisors
Illinois
$85.3K – – –
SAG
1817
Spotlight Asset Group
Illinois
$85.3K – – –
SWM
1818
Sugarloaf Wealth Management
Georgia
$83.1K – – –
KFI
1819
Key Financial Inc
Pennsylvania
$80.6K – – –
MAWCM
1820
Mine & Arao Wealth Creation & Management
California
$78.3K – – –
VWA
1821
Valued Wealth Advisors
Utah
$72.8K +$2.16K +11 +3%
TVWM
1822
Tower View Wealth Management
Wisconsin
$72.8K -$1.97K -10 -3%
FFL
1823
Financial Freedom LLC
Ohio
$72.4K +$197 +1 +0.3%
AFS
1824
Annapolis Financial Services
Maryland
$69.3K – – –
EC
1825
EntryPoint Capital
New York
$67.1K +$61.9K +315 New
71 72
73
74 75