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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
1826
Mine & Arao Wealth Creation & Management
California
$78.3K – – –
VWA
1827
Valued Wealth Advisors
Utah
$72.8K +$2.16K +11 +3%
TVWM
1828
Tower View Wealth Management
Wisconsin
$72.8K -$1.97K -10 -3%
FFL
1829
Financial Freedom LLC
Ohio
$72.4K +$197 +1 +0.3%
AFS
1830
Annapolis Financial Services
Maryland
$69.3K – – –
EC
1831
EntryPoint Capital
New York
$67.1K +$61.9K +315 New
HCM
1832
Hollencrest Capital Management
California
$66.1K -$241K -1,227 -80%
PWMG
1833
Prestige Wealth Management Group
New Jersey
$62K -$17.9K -91 -24%
SNB
1834
Security National Bank
Nebraska
$62K – – –
FWM
1835
FSA Wealth Management
Massachusetts
$62K +$8.06K +41 +16%
BG
1836
Bollard Group
Massachusetts
$62K – – –
HFS
1837
HBC Financial Services
Washington
$62K – – –
RDIA
1838
RE Dickinson Investment Advisors
Iowa
$62K – – –
WR
1839
WD Rutherford
Oregon
$61.4K +$56.6K +288 New
AWM
1840
Abound Wealth Management
Tennessee
$61.4K -$10K -51 -15%
CPG
1841
Cornerstone Planning Group
New Jersey
$60.9K +$52.9K +269 +1,121%
SIM
1842
Studio Investment Management
Illinois
$60.7K – – –
CIA
1843
Cape Investment Advisory
Georgia
$60.3K +$197 +1 +0.4%
TCM
1844
TD Capital Management
Tennessee
$59.7K – – –
VAMG
1845
Voisard Asset Management Group
Michigan
$59.7K – – –
TIM
1846
Tortoise Investment Management
New York
$59.5K – – –
BWL
1847
Bogart Wealth LLC
Virginia
$59.5K +$3.54K +18 +7%
WIM
1848
Westside Investment Management
California
$57.4K +$197 +1 +0.4%
RA
1849
Rational Advisors
New York
$56.7K – – –
JWM
1850
Janiczek Wealth Management
Colorado
$54.8K -$8.45K -43 -14%
72 73
74
75 76