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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1851
Venturi Wealth Management
Texas
$72.3K +$25.4K +122 +56%
AFS
1852
Annapolis Financial Services
Maryland
$69.3K – – –
HCM
1853
Hollencrest Capital Management
California
$66.2K – – –
SNB
1854
Security National Bank
Nebraska
$62.1K – – –
BG
1855
Bollard Group
Massachusetts
$62K +$208 +1 +0.3%
RDIA
1856
RE Dickinson Investment Advisors
Iowa
$61.9K – – –
WR
1857
WD Rutherford
Oregon
$61.4K – – –
SIM
1858
Studio Investment Management
Illinois
$60.8K – – –
CPG
1859
Cornerstone Planning Group
New Jersey
$60.1K +$1.04K +5 +2%
HFS
1860
HBC Financial Services
Washington
$60K – – –
VAMG
1861
Voisard Asset Management Group
Michigan
$59.7K – – –
TCM
1862
TD Capital Management
Tennessee
$59.7K – – –
AWM
1863
Abound Wealth Management
Tennessee
$59.6K -$1.66K -8 -3%
TIM
1864
Tortoise Investment Management
New York
$59.5K – – –
WIM
1865
Westside Investment Management
California
$57.5K – – –
BWL
1866
Bogart Wealth LLC
Virginia
$57.2K -$2.29K -11 -4%
RCM
1867
Raleigh Capital Management
North Carolina
$57.2K +$39.1K +188 +235%
RA
1868
Rational Advisors
New York
$54.2K -$2.49K -12 -5%
TCA
1869
Trifecta Capital Advisors
Illinois
$51.6K -$57.4K -276 -53%
JWM
1870
Janiczek Wealth Management
Colorado
$51.6K -$3.12K -15 -6%
KC
1871
Kepos Capital
New York
$50K -$3.74K -18 -7%
JWA
1872
JFS Wealth Advisors
Pennsylvania
$49.3K -$624 -3 -1%
CTB
1873
Country Trust Bank
Illinois
$48K +$28.1K +135 +150%
MFT
1874
Moisand Fitzgerald Tamayo
Florida
$46.7K – – –
DCP
1875
DSM Capital Partners
Florida
$45K – – –
73 74
75
76 77