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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1926
Aspect Partners
Virginia
$12.6K +$197 +1 +2%
JFG
1927
JDM Financial Group
Texas
$11.3K – – –
AW
1928
Avion Wealth
Texas
$11K -$64.5K -328 -87%
HWP
1929
Highline Wealth Partners
California
$10.7K – – –
FGA
1930
Fortis Group Advisors
New Jersey
$10.7K -$9.83K -50 -50%
IHWM
1931
Iron Horse Wealth Management
Iowa
$10.7K – – –
PCFFS
1932
Pacific Center for Financial Services
California
$10.6K +$197 +1 +2%
LTI
1933
Laffer Tengler Investments
Tennessee
$9.8K +$9.04K +46 New
GC
1934
Gould Capital
Washington
$9.59K -$2.95K -15 -25%
AFG
1935
Albion Financial Group
Utah
$9.59K – – –
VL
1936
Vima LLC
Michigan
$9.23K – – –
HWM
1937
Horizons Wealth Management
North Carolina
$8.78K – – –
RAM
1938
Riggs Asset Management
Pennsylvania
$8.74K +$393 +2 +5%
EL
1939
EMFO LLC
Florida
$8.31K +$7.66K +39 New
RWPA
1940
Richard W. Paul & Associates
Michigan
$8.1K – – –
GJWM
1941
Gilliland Jeter Wealth Management
Arkansas
$7.46K +$6.88K +35 New
SIC
1942
SJS Investment Consulting
Ohio
$7.25K -$197 -1 -3%
ITIM
1943
Indiana Trust & Investment Management
Indiana
$7.03K – – –
PCM
1944
Penserra Capital Management
California
$7K -$33.1M -168,638 -100%
EBA
1945
Eagle Bay Advisors
New York
$6.39K – – –
DPW
1946
DiNuzzo Private Wealth
Pennsylvania
$6.18K – – –
DF
1947
Dunhill Financial
United Kingdom
$5.95K +$983 +5 +22%
SC
1948
Stephens Consulting
Michigan
$5.76K – – –
CWM
1949
Cranbrook Wealth Management
Michigan
$5.67K – – –
BCPWM
1950
Bradley & Co Private Wealth Management
Florida
$5.54K – – –
76 77
78
79 80