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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1951
Valued Wealth Advisors
Utah
$73.7K +$1.07K +5 +1%
JWA
1952
JFS Wealth Advisors
Pennsylvania
$73.7K +$215 +1 +0.3%
NC
1953
NewSquare Capital
Pennsylvania
$73.3K +$35K +163 +82%
MCA
1954
Midwest Capital Advisors
Michigan
$73.3K +$78K +363 New
BAM
1955
Byrne Asset Management
New Jersey
$70.8K -$7.95K -37 -10%
NWWA
1956
New Wave Wealth Advisors
Arkansas
$70.2K +$74.7K +348 New
OPTFSNA
1957
Old Point Trust & Financial Services N A
Virginia
$70K -$64.4K -300 -46%
TVWM
1958
Tower View Wealth Management
Wisconsin
$69.2K +$430 +2 +0.6%
FFL
1959
Financial Freedom LLC
Ohio
$68.8K +$215 +1 +0.3%
GTAM
1960
Global Trust Asset Management
Florida
$64.6K +$1.29K +6 +2%
FWM
1961
FSA Wealth Management
Massachusetts
$61.7K – – –
ETS
1962
ESL Trust Services
New York
$61.3K +$62.3K +290 +2,071%
WA
1963
WPG Advisers
Maryland
$61.1K +$65.1K +303 New
PWMA
1964
Pension & Wealth Management Advisors
Massachusetts
$60.9K +$2.36K +11 +4%
HFS
1965
HBC Financial Services
Washington
$60K – – –
BG
1966
Bollard Group
Massachusetts
$59K +$215 +1 +0.3%
SNB
1967
Security National Bank
Nebraska
$58.7K – – –
SIM
1968
Studio Investment Management
Illinois
$57.5K – – –
TCM
1969
TD Capital Management
Tennessee
$56.5K – – –
TIM
1970
Tortoise Investment Management
New York
$56.3K – – –
BCMLT
1971
Beacon Capital Management LLC (Tennessee)
Tennessee
$55.1K +$21.5K +100 +58%
PWA
1972
Physician Wealth Advisors
Utah
$54.5K +$58K +270 New
BWL
1973
Bogart Wealth LLC
Virginia
$54.1K – – –
PMIM
1974
Prudent Man Investment Management
Colorado
$50K +$53.3K +248 New
WIM
1975
Westside Investment Management
California
$49.7K +$215 +1 +0.4%
77 78
79
80 81