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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2026
Pandora Wealth
Illinois
$91.5K – – –
CMA
2027
Cedar Mountain Advisors
Oregon
$90K +$232 +1 +0.3%
MWA
2028
Medallion Wealth Advisors
Connecticut
$88.1K – – –
CA
2029
Centerpoint Advisors
Massachusetts
$85K +$696 +3 +0.8%
VWA
2030
Valued Wealth Advisors
Utah
$83.1K +$2.09K +9 +3%
MCA
2031
Midwest Capital Advisors
Michigan
$83.1K – – –
RWM
2032
Raffa Wealth Management
District of Columbia
$82.6K +$44.5K +192 +114%
LP
2033
LMR Partners
United Kingdom
$81.7K +$82.8K +357 New
BAM
2034
Byrne Asset Management
New Jersey
$80.3K – – –
OPTFSNA
2035
Old Point Trust & Financial Services N A
Virginia
$79.4K – – –
POIA
2036
Pin Oak Investment Advisors
Texas
$79K +$70.5K +304 +760%
AWM
2037
Activest Wealth Management
Florida
$78.3K -$5.1K -22 -6%
FFL
2038
Financial Freedom LLC
Ohio
$78.2K +$232 +1 +0.3%
FC
2039
Fairscale Capital
New Hampshire
$77.9K +$38K +164 +93%
HFS
2040
Hughes Financial Services
Virginia
$77.8K -$2.78K -12 -3%
PWMA
2041
Pension & Wealth Management Advisors
Massachusetts
$77.3K +$18.8K +81 +32%
IUHSA
2042
Itau Unibanco Holding S.A.
Brazil
$77.1K -$18.6K -80 -19%
MPW
2043
MASECO Private Wealth
$74.7K +$75.9K +327 New
SVWA
2044
Sarver Vrooman Wealth Advisors
Missouri
$74.6K – – –
TVWM
2045
Tower View Wealth Management
Wisconsin
$73.2K +$232 +1 +0.3%
CBT
2046
CoreFirst Bank & Trust
Kansas
$73.2K +$74.2K +320 New
SNB
2047
Security National Bank
Nebraska
$72.3K +$5.8K +25 +9%
TCM
2048
TD Capital Management
Tennessee
$72.1K +$8.12K +35 +13%
SA
2049
Scarborough Advisors
Maryland
$71.1K +$72.1K +311 New
CM
2050
Capula Management
Cayman Islands
$69.8K -$13.5K -58 -16%
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82
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