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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1901
Montag & Associates
Georgia
$128K – – –
OP
1902
ORG Partners
Indiana
$126K – – –
HWM
1903
Hemington Wealth Management
Virginia
$125K +$8.81K +41 +7%
EPIMS
1904
Evelyn Partners Investment Management Services
$124K +$132K +614 New
TCM
1905
Tradewinds Capital Management
Washington
$123K +$1.07K +5 +0.8%
C
1906
Covestor
United Kingdom
$123K +$9.88K +46 +8%
EPW
1907
Endeavor Private Wealth
Kansas
$123K +$131K +608 New
CJL
1908
Cyrus J. Lawrence
New York
$122K – – –
CA
1909
Continuum Advisory
Idaho
$121K -$8.59K -40 -6%
AAP
1910
Arax Advisory Partners
Colorado
$119K +$30.9K +144 +32%
BFP
1911
Briaud Financial Planning
Texas
$118K – – –
CNBT
1912
Cornerstone National Bank & Trust
Illinois
$117K – – –
SIS
1913
Sound Income Strategies
Florida
$115K -$112K -520 -48%
EIM
1914
Essex Investment Management
Massachusetts
$115K – – –
HNW
1915
High Note Wealth
Minnesota
$115K +$122K +570 New
DWA
1916
Delos Wealth Advisors
Texas
$114K -$32.9K -153 -21%
SL
1917
Salomon & Ludwin
Virginia
$114K -$859 -4 -0.7%
OC
1918
Oarsman Capital
Wisconsin
$114K +$3.01K +14 +3%
EWP
1919
Elevation Wealth Partners
California
$113K +$13.3K +62 +12%
KBFS
1920
Kohmann Bosshard Financial Services
Ohio
$113K +$120K +559 New
GSWM
1921
Golden State Wealth Management
California
$113K +$120K +557 New
IWM
1922
IMG Wealth Management
Florida
$109K +$116K +538 New
GC
1923
Garde Capital
Washington
$108K +$215 +1 +0.2%
DWM
1924
Darwin Wealth Management
Florida
$107K +$17.4K +81 +18%
VWM
1925
Vermillion Wealth Management
Minnesota
$104K +$111K +516 New
75 76
77
78 79