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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
1926
Morton Brown Family Wealth
Pennsylvania
$15.6K +$15.6K +75 New
KIG
1927
Kessler Investment Group
Indiana
$15.4K – – –
BTC
1928
Bank & Trust Company
Illinois
$14.9K – – –
IAS
1929
IMA Advisory Services
Colorado
$14.9K +$15K +72 New
WBC
1930
West Branch Capital
Massachusetts
$14.7K +$209 +1 +1%
BIA
1931
Bell Investment Advisors
California
$14.5K +$1.67K +8 +13%
WFA
1932
West Financial Advisors
Iowa
$13.9K +$14K +67 New
NFA
1933
Northwest Financial Advisors
Virginia
$13.8K +$13.8K +66 New
RWM
1934
Reston Wealth Management
Virginia
$13.5K +$13.6K +65 New
CFG
1935
Copley Financial Group
California
$13.1K +$13.1K +63 New
ACA
1936
American Capital Advisory
Idaho
$12.9K -$835 -4 -6%
NCM
1937
Northwest Capital Management
Oregon
$12.9K – – –
IAIM
1938
International Assets Investment Management
Florida
$12.5K +$540M +2,588,842 +94,414%
RDFA
1939
Ritter Daniher Financial Advisory
Ohio
$12.5K – – –
GJWM
1940
Gilliland Jeter Wealth Management
Arkansas
$12.5K +$5.22K +25 +71%
AW
1941
Avion Wealth
Texas
$12K +$626 +3 +5%
KA
1942
Kozak & Associates
Colorado
$11.1K +$10.8K +52 New
TPW
1943
Talon Private Wealth
Florida
$11K +$11.1K +53 New
HWP
1944
Highline Wealth Partners
California
$10.9K – – –
CPA
1945
Capital Performance Advisors
California
$10.8K +$10.8K +52 New
WCM
1946
Westend Capital Management
California
$10.8K +$10.8K +52 New
PCFFS
1947
Pacific Center for Financial Services
California
$10.4K – – –
AP
1948
Aspect Partners
Virginia
$10.4K – – –
FGA
1949
Fortis Group Advisors
New Jersey
$10.4K – – –
IHWM
1950
Iron Horse Wealth Management
Iowa
$10.4K – – –
76 77
78
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