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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
2051
Measured Wealth Private Client Group
New Hampshire
$173K +$445 +2 +0.3%
GFL
2052
Granite FO LLC
New Hampshire
$172K – – –
CYG
2053
Clean Yield Group
Vermont
$167K – – –
GKIM
2054
GW&K Investment Management
Massachusetts
$167K – – –
SW
2055
StrongBox Wealth
Missouri
$164K +$164K +738 New
ADL
2056
Asset Dedication LLC
California
$164K +$667 +3 +0.4%
HFS
2057
Hughes Financial Services
Virginia
$163K +$2K +9 +1%
PF
2058
PlanVest Financial
Maryland
$158K +$222 +1 +0.1%
WBC
2059
West Branch Capital
Massachusetts
$156K +$140K +630 +887%
CAIM
2060
Catherine Avery Investment Management
Florida
$156K – – –
FCT
2061
First Community Trust
Iowa
$156K – – –
CT
2062
Clearstead Trust
Maine
$155K -$3.04M -13,677 -95%
SAM
2063
Sherman Asset Management
California
$154K -$42.7K -192 -22%
FB
2064
First Bancorp
Maine
$150K +$150K +675 New
HNW
2065
High Note Wealth
Minnesota
$150K +$1.11K +5 +0.7%
BC
2066
Barrett & Company
Rhode Island
$149K -$49.8K -224 -25%
SR
2067
Swiss Re
Switzerland
$149K +$138K +619 +1,263%
MWM
2068
Mascoma Wealth Management
New Hampshire
$148K +$222 +1 +0.2%
APFP
2069
Action Point Financial Planning
Michigan
$147K +$148K +667 New
SIS
2070
Strategic Investment Solutions
Illinois
$147K – – –
SL
2071
Salomon & Ludwin
Virginia
$146K -$27.6K -124 -16%
VIS
2072
Vega Investment Solutions
France
$142K +$108K +484 +314%
AWM
2073
Abound Wealth Management
Tennessee
$138K +$27.6K +124 +25%
ECM
2074
Estabrook Capital Management
New York
$138K +$40.3K +181 +41%
GAMA
2075
Graticule Asia Macro Advisors
New York
$135K +$135K +607 New
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83
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