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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2076
StrongBox Wealth
Missouri
$164K +$164K +738 New
ADL
2077
Asset Dedication LLC
California
$164K +$667 +3 +0.4%
HFS
2078
Hughes Financial Services
Virginia
$163K +$2K +9 +1%
PF
2079
PlanVest Financial
Maryland
$158K +$222 +1 +0.1%
WBC
2080
West Branch Capital
Massachusetts
$156K +$140K +630 +887%
CAIM
2081
Catherine Avery Investment Management
Florida
$156K – – –
FCT
2082
First Community Trust
Iowa
$156K – – –
CT
2083
Clearstead Trust
Maine
$155K -$3.04M -13,677 -95%
SAM
2084
Sherman Asset Management
California
$154K -$42.7K -192 -22%
FB
2085
First Bancorp
Maine
$150K +$150K +675 New
HNW
2086
High Note Wealth
Minnesota
$150K +$1.11K +5 +0.7%
BC
2087
Barrett & Company
Rhode Island
$149K -$49.8K -224 -25%
SR
2088
Swiss Re
Switzerland
$149K +$138K +619 +1,263%
MWM
2089
Mascoma Wealth Management
New Hampshire
$148K +$222 +1 +0.2%
APFP
2090
Action Point Financial Planning
Michigan
$147K +$148K +667 New
SIS
2091
Strategic Investment Solutions
Illinois
$147K – – –
SL
2092
Salomon & Ludwin
Virginia
$146K -$27.6K -124 -16%
VIS
2093
Vega Investment Solutions
France
$142K +$108K +484 +314%
AWM
2094
Abound Wealth Management
Tennessee
$138K +$27.6K +124 +25%
ECM
2095
Estabrook Capital Management
New York
$138K +$40.3K +181 +41%
GAMA
2096
Graticule Asia Macro Advisors
New York
$135K +$135K +607 New
TCM
2097
Tradewinds Capital Management
Washington
$135K – – –
AT
2098
Avalon Trust
New Mexico
$134K -$24.7K -111 -16%
HNB
2099
Hilltop National Bank
Wyoming
$133K -$51.6K -232 -28%
DMBA
2100
Deseret Mutual Benefit Administrators
Utah
$132K +$445 +2 +0.3%
82 83
84
85 86