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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1901
Forum Financial Management
Illinois
$261K -$481K -2,095 -65%
BWM
1902
Bluebird Wealth Management
Massachusetts
$261K – – –
SM
1903
Sweeney & Michel
California
$259K +$11.9K +52 +5%
PFM
1904
Patton Fund Management
Texas
$259K +$21.4K +93 +9%
MWM
1905
Marion Wealth Management
Pennsylvania
$258K +$15.4K +67 +6%
ADBIC
1906
A.D. Beadell Investment Counsel
Wisconsin
$258K – – –
IAS
1907
Integrity Advisory Solutions
Texas
$258K -$62K -270 -19%
PPW
1908
Pasadena Private Wealth
California
$257K – – –
FNBTCON
1909
First National Bank & Trust Co of Newtown
Pennsylvania
$257K +$11.5K +50 +5%
IP
1910
Ignite Planners
California
$257K +$460 +2 +0.2%
CPW
1911
Cove Private Wealth
New York
$257K – – –
EM
1912
Excalibur Management
Massachusetts
$256K – – –
HA
1913
HC Advisors
Georgia
$256K – – –
RWP
1914
Revolve Wealth Partners
New Jersey
$255K +$28K +122 +12%
CWMS
1915
Cannon Wealth Management Services
North Carolina
$255K -$1.61K -7 -0.6%
GSWM
1916
Golden State Wealth Management
California
$254K +$17.9K +78 +8%
IA
1917
Insight Advisors
Pennsylvania
$253K +$230 +1 +0.1%
MCRM
1918
Midway Capital Research & Management
Illinois
$253K -$460 -2 -0.2%
USWIA
1919
UP Strategic Wealth Investment Advisors
Pennsylvania
$252K – – –
SCI
1920
S&CO Inc
Massachusetts
$252K – – –
MHC
1921
May Hill Capital
Massachusetts
$252K +$252K +1,096 New
GLLW
1922
Graves Light Lenhart Wealth
Virginia
$252K – – –
GC
1923
Grimes & Company
Massachusetts
$251K +$9.65K +42 +4%
HT
1924
Headlands Technologies
Illinois
$251K +$251K +1,092 New
SIG
1925
Sargent Investment Group
Maryland
$251K +$7.12K +31 +3%
75 76
77
78 79