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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2101
Peterson Wealth Services
Utah
$4.07K – – –
DF
2102
DecisionPoint Financial
Arizona
$4.04K – – –
GJIA
2103
Glass Jacobson Investment Advisors
Maryland
$4.04K +$4.3K +20 New
PPC
2104
Park Place Capital
Alabama
$3.63K – – –
CWP
2105
Clark Wealth Partners
Illinois
$3.63K +$3.87K +18 New
SIM
2106
Synergy Investment Management
Florida
$3.63K +$3.87K +18 New
FFA
2107
Frazier Financial Advisors
Ohio
$3.48K – – –
FNWA
2108
Financial Network Wealth Advisors
Utah
$3.43K -$31.6K -147 -90%
GA
2109
GoalVest Advisory
New York
$3.43K +$3.65K +17 New
WCM
2110
WealthTrak Capital Management
Virginia
$3.23K +$3.44K +16 New
BMC
2111
Bear Mountain Capital
Washington
$3.15K – – –
RF
2112
Robinswood Financial
Washington
$3.03K +$2.15K +10 +200%
CIR
2113
Clear Investment Research
Georgia
$2.83K +$430 +2 +17%
MAS
2114
MPWM Advisory Solutions
Georgia
$2.83K +$3.01K +14 New
BA
2115
Bellwether Advisors
Nebraska
$2.62K +$2.79K +13 New
NWMP
2116
Noble Wealth Management PBC
Colorado
$2.42K +$2.58K +12 New
CF
2117
Conquis Financial
California
$2.22K +$2.36K +11 New
PWMG
2118
Private Wealth Management Group
New Jersey
$2.22K +$2.36K +11 New
T
2119
Tidemark
California
$2.04K – – –
MCM
2120
Mainstream Capital Management
California
$2.02K +$2.15K +10 New
PWA
2121
Principia Wealth Advisory
Texas
$2.02K +$2.15K +10 New
SFCL
2122
Strengthening Families & Communities LLC
Massachusetts
$2K – – –
TFA
2123
Transamerica Financial Advisors
Florida
$2K – – –
WW
2124
Winnow Wealth
Texas
$1.7K +$1.93K +9 New
CWM
2125
Copia Wealth Management
Oregon
$1.41K +$1.5K +7 New
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85
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