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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
1951
TS Financial Group (TSFG)
Illinois
$204K +$232 +1 +0.1%
AAP
1952
Arax Advisory Partners
Colorado
$202K +$39K +168 +23%
SAM
1953
Sherman Asset Management
California
$202K – – –
FSA
1954
Financial Security Advisor
Virginia
$202K +$232 +1 +0.1%
HC
1955
Headland Capital
South Carolina
$202K -$5.33K -23 -3%
FZCM
1956
Flynn Zito Capital Management
New York
$201K +$696 +3 +0.3%
MCM
1957
Marathon Capital Management
Maryland
$200K – – –
EGA
1958
Eagle Global Advisors
Texas
$200K – – –
SI
1959
Seeds Investor
New York
$200K -$84.7K -365 -29%
VWM
1960
Venturi Wealth Management
Texas
$199K -$70.3K -303 -26%
DMBA
1961
Deseret Mutual Benefit Administrators
Utah
$198K – – –
MHR
1962
Matthew Hamilton Rosenberg
$195K -$83.7K -361 -30%
GSWM
1963
Golden State Wealth Management
California
$194K +$13.9K +60 +8%
NSG
1964
Nalls Sherbakoff Group
Tennessee
$192K -$7.66K -33 -4%
OWA
1965
Opal Wealth Advisors
New York
$190K +$114K +491 +144%
HDIM
1966
Hanson & Doremus Investment Management
Vermont
$184K +$36.9K +159 +25%
HBT
1967
Hills Bank & Trust
Iowa
$183K – – –
BGC
1968
Beutel, Goodman & Co
Ontario, Canada
$183K – – –
BC
1969
Barrett & Company
Rhode Island
$181K – – –
ADL
1970
Asset Dedication LLC
California
$180K -$1.39K -6 -0.8%
TPWA
1971
Twin Peaks Wealth Advisors
California
$179K +$178K +769 New
VNA
1972
Valley National Advisers
Pennsylvania
$178K -$232 -1 -0.1%
EPIMS
1973
Evelyn Partners Investment Management Services
$178K – – –
BWM
1974
Bullock Wealth Management
Indiana
$177K -$6.96K -30 -4%
GFL
1975
Granite FO LLC
New Hampshire
$176K – – –
77 78
79
80 81