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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
1901
First Interstate Bank
Montana
$261K -$54.5K -245 -17%
EFG
1902
Everhart Financial Group
Ohio
$261K -$4.45K -20 -2%
1W
1903
1776 Wealth
Georgia
$260K +$222 +1 +0.1%
CA
1904
Crewe Advisors
Utah
$260K -$21.1K -95 -8%
RI
1905
Ruggiero Investments
Florida
$260K +$259K +1,165 New
PCH
1906
PGIM Custom Harvest
New Jersey
$259K -$12.9K -58 -5%
MA
1907
Montag & Associates
Georgia
$259K +$53.8K +242 +26%
MWM
1908
Manske Wealth Management
Texas
$258K +$257K +1,157 New
PRP
1909
Peak Retirement Planning
Ohio
$257K +$257K +1,155 New
CIS
1910
Capital International Sarl
California
$257K -$25.1K -113 -9%
WDA
1911
Wendell David Associates
New Hampshire
$257K – – –
CC
1912
Clearwave Capital
California
$256K +$256K +1,149 New
HEM
1913
Henson-Edgewater Management
Ohio
$255K -$44.5K -200 -15%
AIC
1914
Argus Investors Counsel
New York
$254K – – –
EWP
1915
E-Wealth Partners
Minnesota
$254K -$11.6K -52 -4%
OFG
1916
OmniStar Financial Group
North Carolina
$254K -$8.01K -36 -3%
LA
1917
LVW Advisors
New York
$254K +$40.7K +183 +19%
SAM
1918
Shikiar Asset Management
New York
$253K -$35.6K -160 -12%
GC
1919
Grimes & Company
Massachusetts
$253K +$9.12K +41 +4%
BWM
1920
Bluebird Wealth Management
Massachusetts
$253K – – –
NCTC
1921
New Covenant Trust Company
Indiana
$252K +$17.3K +78 +7%
EIA
1922
Eastover Investment Advisors
North Carolina
$251K +$44.3K +199 +22%
GF
1923
GGM Financials
Ohio
$250K +$99.4K +447 +66%
ADBIC
1924
A.D. Beadell Investment Counsel
Wisconsin
$250K – – –
PPW
1925
Pasadena Private Wealth
California
$249K – – –
75 76
77
78 79