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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2051
SOA Wealth Advisors
New York
$47.4K -$5.54K -25 -11%
TLCM
2052
Twin Lakes Capital Management
California
$47K +$221 +1 +0.5%
CI
2053
Clal Insurance
Israel
$47K +$35.4K +160 +381%
CTWM
2054
Cherry Tree Wealth Management
Minnesota
$46.4K +$2.66K +12 +6%
PCTC
2055
Perkins Coie Trust Company
Washington
$46.3K – – –
CPG
2056
Cornerstone Planning Group
New Jersey
$45.8K +$5.09K +23 +13%
NAAA
2057
New Age Alpha Advisors
New York
$44.9K +$43K +194 New
LAMC
2058
Longview Asset Management (California)
California
$44.7K – – –
W
2059
WealthCollab
Washington
$44K +$1.33K +6 +3%
CIA
2060
Cape Investment Advisory
Georgia
$43.2K +$221 +1 +0.5%
TWD
2061
True Wealth Design
Ohio
$43.1K +$5.32K +24 +15%
CTB
2062
Country Trust Bank
Illinois
$42.8K -$8.86K -40 -18%
HIW
2063
Holos Integrated Wealth
Pennsylvania
$42.1K – – –
HHGA
2064
Halbert Hargrove Global Advisors
California
$41.9K +$3.32K +15 +9%
SIS
2065
Strategic Investment Solutions
Illinois
$41.7K – – –
FW
2066
Fairway Wealth
Ohio
$40.7K -$4.65K -21 -11%
MSWM
2067
Mowery & Schoenfeld Wealth Management
Illinois
$40.7K -$1.33K -6 -3%
FC
2068
Fairscale Capital
New Hampshire
$40.7K – – –
RFS
2069
Richardson Financial Services
Massachusetts
$40.3K – – –
BBPWM
2070
Blue Bell Private Wealth Management
Pennsylvania
$40.3K – – –
WIM
2071
Westside Investment Management
California
$39.9K -$16.4K -74 -30%
RWM
2072
Raffa Wealth Management
District of Columbia
$39.1K – – –
DWS
2073
Dynamic Wealth Strategies
California
$38.4K +$36.8K +166 New
MFA
2074
McClarren Financial Advisors
Pennsylvania
$38K +$14.4K +65 +39%
UCB
2075
United Community Bank
South Carolina
$37.5K +$35.9K +162 New
81 82
83
84 85