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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1851
Moisand Fitzgerald Tamayo
Florida
$46.7K – – –
VWM
1852
Venturi Wealth Management
Texas
$46.3K +$11.6K +59 +37%
DCP
1853
DSM Capital Partners
Florida
$45K – – –
SWA
1854
SOA Wealth Advisors
New York
$43.6K – – –
HDIM
1855
Hanson & Doremus Investment Management
Vermont
$43K +$39.9K +203 New
TLCM
1856
Twin Lakes Capital Management
California
$42.7K +$197 +1 +0.5%
PCTC
1857
Perkins Coie Trust Company
Washington
$42.6K -$25.5K -130 -39%
DSC
1858
Duncker Streett & Co
Missouri
$42.6K – – –
OCM
1859
Osterweis Capital Management
California
$42.6K – – –
PCWA
1860
Pacific Capital Wealth Advisors
California
$42.4K – – –
CSWM
1861
Cassady Schiller Wealth Management
Ohio
$40.5K – – –
BCMLT
1862
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.3K +$3.54K +18 +11%
MRC
1863
Millburn Ridgefield Corp
New York
$40.1K -$2.75K -14 -7%
CTWM
1864
Cherry Tree Wealth Management
Minnesota
$39.6K -$3.73K -19 -9%
W
1865
WealthCollab
Washington
$39.2K -$2.75K -14 -7%
AA
1866
Addison Advisors
Vermont
$38.2K – – –
CPG
1867
Custom Portfolio Group
Colorado
$38.2K – – –
RWM
1868
Raffa Wealth Management
District of Columbia
$37.1K +$393 +2 +1%
MFA
1869
McClarren Financial Advisors
Pennsylvania
$36K +$197 +1 +0.6%
DWS
1870
Dynamic Wealth Strategies
California
$35K – – –
POIA
1871
Pin Oak Investment Advisors
Texas
$35K – – –
OWA
1872
Opal Wealth Advisors
New York
$34.7K +$32K +163 New
SGC
1873
Slocum, Gordon & Co
Rhode Island
$34.5K – – –
PCMC
1874
Planning Capital Management Corporation
Pennsylvania
$34.3K -$4.91K -25 -13%
CFS
1875
CGC Financial Services
Oregon
$34.1K -$92.4K -470 -75%
73 74
75
76 77