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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1901
Blue Bell Private Wealth Management
Pennsylvania
$35K +$6.03K +29 +21%
SGC
1902
Slocum, Gordon & Co
Rhode Island
$34.5K – – –
PCMC
1903
Planning Capital Management Corporation
Pennsylvania
$34.3K – – –
CFS
1904
CGC Financial Services
Oregon
$34.1K – – –
TWD
1905
True Wealth Design
Ohio
$33.5K +$416 +2 +1%
LI
1906
Louisbourg Investments
New Brunswick, Canada
$33.1K – – –
MFG
1907
Mendota Financial Group
Wisconsin
$31.1K – – –
FMP
1908
Financial Management Professionals
Texas
$31K +$624 +3 +2%
TSMHT
1909
Thurston Springer Miller Herd & Titak
Indiana
$30.9K +$30.1K +145 New
LWANC
1910
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.7K – – –
OWA
1911
Opal Wealth Advisors
New York
$30.3K -$4.37K -21 -13%
S
1912
Sachetta
Massachusetts
$29.8K -$1.04K -5 -3%
DFA
1913
DHJJ Financial Advisors
Illinois
$29.7K – – –
MSWM
1914
Mowery & Schoenfeld Wealth Management
Illinois
$28.2K +$27.2K +131 +13,100%
FFO
1915
Fortitude Family Office
Arizona
$27.7K – – –
CWA
1916
Carolina Wealth Advisors
South Carolina
$24.5K – – –
SC
1917
Swan Capital
Florida
$24.1K +$23.5K +113 New
JGIA
1918
Jackson Grant Investment Advisers
Connecticut
$23.3K – – –
AWM
1919
Atticus Wealth Management
Florida
$22.9K – – –
RFS
1920
Richardson Financial Services
Massachusetts
$22.4K -$6.03K -29 -22%
HDIM
1921
Hanson & Doremus Investment Management
Vermont
$22K -$20.8K -100 -49%
AS
1922
Altshuler Shaham
Israel
$21.8K -$2.91K -14 -12%
LWA
1923
Lowe Wealth Advisors
Maryland
$21.8K – – –
NRG
1924
Nemes Rush Group
Michigan
$21.8K – – –
PP
1925
PFS Partners
New Jersey
$21.3K – – –
75 76
77
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