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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1801
Clifford Swan Investment Counsel
California
$279K – – –
OC
1802
Opinicus Capital
Florida
$279K -$1.07K -5 -0.4%
MWM
1803
Mindset Wealth Management
Indiana
$278K +$426 +2 +0.2%
WIM
1804
WealthPlan Investment Management
Nebraska
$278K +$20K +94 +8%
GRR
1805
Golden Reserve Retirement
Ohio
$278K +$270K +1,265 New
PPWP
1806
Premier Path Wealth Partners
New Jersey
$278K +$20.9K +98 +8%
UFF
1807
USA Financial Formulas
Michigan
$277K -$23.7K -111 -8%
OFS
1808
OneAscent Financial Services
Alabama
$277K -$976K -4,577 -78%
FCH
1809
Freestone Capital Holdings
Washington
$277K +$1.07K +5 +0.4%
NAMP
1810
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$275K – – –
CPA
1811
Capital Planning Advisors
California
$274K +$4.9K +23 +2%
MIC
1812
Means Investment Company
Maine
$274K +$213 +1 +0.1%
CL
1813
CLG LLC
California
$274K +$213 +1 +0.1%
NG
1814
Novem Group
New York
$273K -$22.6K -106 -8%
MSFS
1815
Main Street Financial Solutions
Pennsylvania
$271K -$6.18K -29 -2%
AWA
1816
Acumen Wealth Advisors
Tennessee
$271K +$263K +1,235 New
AZ
1817
Alpha Zero
Florida
$271K +$5.33K +25 +2%
BDL
1818
Bey-Douglas LLC
Georgia
$271K +$9.38K +44 +4%
FFC
1819
First Financial Corp
Indiana
$270K – – –
SPC
1820
Spirepoint Private Client
Florida
$270K +$38.2K +179 +17%
CA
1821
Crewe Advisors
Utah
$270K +$426 +2 +0.2%
PCIG
1822
Partners Capital Investment Group
Massachusetts
$269K -$212K -995 -45%
BW
1823
BIP Wealth
Georgia
$268K +$260K +1,222 New
PWP
1824
Prasad Wealth Partners
Ohio
$268K +$24.3K +114 +10%
WDC
1825
Woodward Diversified Capital
California
$268K – – –
71 72
73
74 75