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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1951
High Note Wealth
Minnesota
$138K +$11.7K +52 +9%
SIS
1952
Sound Income Strategies
Florida
$137K +$13.5K +60 +10%
MA
1953
Montag & Associates
Georgia
$135K – – –
TCM
1954
Tradewinds Capital Management
Washington
$134K – – –
CIAM
1955
Caitong International Asset Management
Hong Kong
$133K -$78.6K -349 -37%
AWM
1956
Activest Wealth Management
Florida
$133K +$58.8K +261 +76%
CNBT
1957
Cornerstone National Bank & Trust
Illinois
$128K – – –
PPA
1958
Painted Porch Advisors
California
$126K – – –
EIM
1959
Essex Investment Management
Massachusetts
$125K – – –
EWP
1960
Elevation Wealth Partners
California
$123K +$2.93K +13 +2%
IWM
1961
IMG Wealth Management
Florida
$122K – – –
DWM
1962
Darwin Wealth Management
Florida
$119K +$450 +2 +0.4%
CWP
1963
Concord Wealth Partners
Virginia
$118K -$37.4K -166 -24%
DWA
1964
Delos Wealth Advisors
Texas
$114K -$11.3K -50 -9%
GTAM
1965
Global Trust Asset Management
Florida
$114K +$86.9K +386 +302%
AT
1966
Avalon Trust
New Mexico
$112K +$1.35K +6 +1%
KTC
1967
Kentucky Trust Company
Kentucky
$110K – – –
RAM
1968
Ramirez Asset Management
New York
$110K – – –
HFS
1969
Hughes Financial Services
Virginia
$108K +$45.7K +203 +60%
IAS
1970
IMA Advisory Services
Colorado
$108K +$14.6K +65 +15%
WAG
1971
Wiser Advisor Group
Arizona
$108K +$110K +487 New
PP
1972
Pacifica Partners
Canada
$107K – – –
AWM
1973
Abound Wealth Management
Tennessee
$106K +$8.33K +37 +8%
OCM
1974
Osterweis Capital Management
California
$105K -$8.11K -36 -7%
TFIPS
1975
Towarzystwo Funduszy Inwestycyjnych PZU SA
$104K -$178K -790 -63%
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79
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