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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2026
Salomon & Ludwin
Virginia
$155K -$23.2K -109 -13%
FCAS
2027
First Command Advisory Services
Texas
$155K +$1.71K +8 +1%
CAIM
2028
Catherine Avery Investment Management
Florida
$154K – – –
FCT
2029
First Community Trust
Iowa
$154K – – –
VWM
2030
Vermillion Wealth Management
Minnesota
$151K -$36.7K -172 -20%
SIS
2031
Strategic Investment Solutions
Illinois
$150K +$5.33K +25 +4%
TWM
2032
Tripletail Wealth Management
Florida
$147K – – –
SIS
2033
Sound Income Strategies
Florida
$147K +$7.03K +33 +5%
MWM
2034
Mascoma Wealth Management
New Hampshire
$146K -$21.1K -99 -13%
HNW
2035
High Note Wealth
Minnesota
$143K +$5.75K +27 +4%
OP
2036
ORG Partners
Indiana
$140K -$65.6K -308 -33%
IPS
2037
Investors Portfolio Services
Washington
$138K +$134K +628 New
DE
2038
DV Equities
Illinois
$136K +$132K +619 New
CM
2039
Capula Management
Cayman Islands
$135K +$102K +478 +354%
CNBT
2040
Cornerstone National Bank & Trust
Illinois
$133K +$6.18K +29 +5%
TCM
2041
Tradewinds Capital Management
Washington
$133K – – –
OC
2042
Optima Capital
Oregon
$126K +$123K +575 New
IWM
2043
IMG Wealth Management
Florida
$125K +$3.84K +18 +3%
EWP
2044
Elevation Wealth Partners
California
$122K -$639 -3 -0.5%
SSG
2045
Summit Securities Group
New York
$121K -$31.3K -147 -21%
CWP
2046
Concord Wealth Partners
Virginia
$117K +$213 +1 +0.2%
B
2047
Bayban
Minnesota
$117K +$114K +533 New
LWANC
2048
Laurel Wealth Advisors (North Carolina)
North Carolina
$116K +$112K +526 New
AWM
2049
Activest Wealth Management
Florida
$115K -$16.8K -79 -13%
TCM
2050
Triumph Capital Management
Colorado
$115K +$111K +523 New
80 81
82
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