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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1926
Excalibur Management
Massachusetts
$249K – – –
PWP
1927
Prasad Wealth Partners
Ohio
$248K -$16.9K -76 -6%
GWM
1928
GDS Wealth Management
Texas
$248K -$13.3K -60 -5%
CAAS
1929
Capital Asset Advisory Services
Michigan
$248K +$248K +1,113 New
HA
1930
HC Advisors
Georgia
$248K – – –
EA
1931
Everpar Advisors
Oklahoma
$247K +$246K +1,108 New
FNBSF
1932
First National Bank Sioux Falls
South Dakota
$246K – – –
BS
1933
Brighton Securities
New York
$246K -$8.23K -37 -3%
MCRM
1934
Midway Capital Research & Management
Illinois
$245K – – –
MCA
1935
Magnolia Capital Advisors
Mississippi
$245K +$245K +1,100 New
SCI
1936
S&CO Inc
Massachusetts
$245K – – –
SIA
1937
SGL Investment Advisors
Montana
$245K -$38K -171 -14%
JDLA
1938
J. Derek Lewis & Associates
California
$245K +$32.5K +146 +15%
CWMS
1939
Cannon Wealth Management Services
North Carolina
$244K -$2.67K -12 -1%
GLLW
1940
Graves Light Lenhart Wealth
Virginia
$244K – – –
RWP
1941
Revolve Wealth Partners
New Jersey
$244K -$3.56K -16 -1%
BFG
1942
Berger Financial Group
Minnesota
$243K -$87.2K -392 -26%
ICP
1943
Impact Capital Partners
Colorado
$243K +$18.9K +85 +8%
JHP
1944
James Hambro & Partners
United Kingdom
$243K +$242K +1,090 New
SIG
1945
Sargent Investment Group
Maryland
$243K -$667 -3 -0.3%
WMA
1946
Wealth Management Associates
New Jersey
$242K – – –
RFP
1947
Root Financial Partners
California
$242K -$29.1K -131 -11%
NFG
1948
Nadler Financial Group
Illinois
$242K – – –
AIM
1949
Acropolis Investment Management
Missouri
$242K +$222 +1 +0.1%
TC
1950
Trilogy Capital
California
$242K -$28.2K -127 -10%
76 77
78
79 80