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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1926
Pacific Center for Financial Services
California
$10.6K +$197 +1 +2%
LTI
1927
Laffer Tengler Investments
Tennessee
$9.8K +$9.04K +46 New
GC
1928
Gould Capital
Washington
$9.59K -$2.95K -15 -25%
AFG
1929
Albion Financial Group
Utah
$9.59K – – –
VL
1930
Vima LLC
Michigan
$9.23K – – –
HWM
1931
Horizons Wealth Management
North Carolina
$8.78K – – –
RAM
1932
Riggs Asset Management
Pennsylvania
$8.74K +$393 +2 +5%
EL
1933
EMFO LLC
Florida
$8.31K +$7.66K +39 New
RWPA
1934
Richard W. Paul & Associates
Michigan
$8.1K – – –
GJWM
1935
Gilliland Jeter Wealth Management
Arkansas
$7.46K +$6.88K +35 New
SIC
1936
SJS Investment Consulting
Ohio
$7.25K -$197 -1 -3%
ITIM
1937
Indiana Trust & Investment Management
Indiana
$7.03K – – –
PCM
1938
Penserra Capital Management
California
$7K -$33.1M -168,638 -100%
WF
1939
WoodTrust Financial
Wisconsin
$6.91K -$6.6M -33,603 -51%
EBA
1940
Eagle Bay Advisors
New York
$6.39K – – –
DPW
1941
DiNuzzo Private Wealth
Pennsylvania
$6.18K – – –
DF
1942
Dunhill Financial
United Kingdom
$5.95K +$983 +5 +22%
SC
1943
Stephens Consulting
Michigan
$5.76K – – –
CWM
1944
Cranbrook Wealth Management
Michigan
$5.67K – – –
BCPWM
1945
Bradley & Co Private Wealth Management
Florida
$5.54K – – –
DIP
1946
DT Investment Partners
Pennsylvania
$5.54K – – –
FFA
1947
Frazier Financial Advisors
Ohio
$4.9K – – –
DCM
1948
Davis Capital Management
Florida
$4.9K – – –
RWM
1949
Ruedi Wealth Management
Illinois
$4.8K +$197 +1 +5%
CWAF
1950
Core Wealth Advisors (Florida)
Florida
$4.69K – – –
76 77
78
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