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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1951
Avion Wealth
Texas
$12K +$1.46K +7 +14%
ACA
1952
American Capital Advisory
Idaho
$11.8K +$9.98K +48 +267%
JFG
1953
JDM Financial Group
Texas
$11.3K – – –
HWP
1954
Highline Wealth Partners
California
$11.1K +$416 +2 +4%
HWM
1955
Horizons Wealth Management
North Carolina
$10.9K – – –
MTIC
1956
Missouri Trust & Investment Company
Missouri
$10.7K -$4.16K -20 -29%
AP
1957
Aspect Partners
Virginia
$10.7K -$1.87K -9 -15%
FGA
1958
Fortis Group Advisors
New Jersey
$10.7K – – –
IHWM
1959
Iron Horse Wealth Management
Iowa
$10.7K – – –
PCFFS
1960
Pacific Center for Financial Services
California
$10.6K – – –
HGA
1961
Hobbs Group Advisors
South Carolina
$10K +$9.77K +47 New
NAAA
1962
New Age Alpha Advisors
New York
$10K +$9.77K +47 New
AFG
1963
Albion Financial Group
Utah
$9.6K – – –
HF
1964
Halpern Financial
Virginia
$9.17K +$8.94K +43 New
POIA
1965
Pin Oak Investment Advisors
Texas
$9K -$25.4K -122 -75%
RWMG
1966
Redwood Wealth Management Group
New Jersey
$8.53K +$8.31K +40 New
EL
1967
EMFO LLC
Florida
$8.35K – – –
RWPA
1968
Richard W. Paul & Associates
Michigan
$7.68K -$416 -2 -5%
FFA
1969
Frazier Financial Advisors
Ohio
$7.48K +$2.49K +12 +52%
GJWM
1970
Gilliland Jeter Wealth Management
Arkansas
$7.47K – – –
SIC
1971
SJS Investment Consulting
Ohio
$7.25K – – –
DPW
1972
DiNuzzo Private Wealth
Pennsylvania
$7.04K +$831 +4 +14%
ITIM
1973
Indiana Trust & Investment Management
Indiana
$7.04K – – –
PCM
1974
Penserra Capital Management
California
$7K – – –
WOSD
1975
WFA of San Diego
California
$6.4K +$6.24K +30 New
77 78
79
80 81