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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
2101
Tower View Wealth Management
Wisconsin
$70.7K +$43.9K +206 +178%
CBT
2102
CoreFirst Bank & Trust
Kansas
$70.3K – – –
SVWA
2103
Sarver Vrooman Wealth Advisors
Missouri
$69.6K -$1.92K -9 -3%
PWMA
2104
Pension & Wealth Management Advisors
Massachusetts
$69K – – –
TIM
2105
Thompson Investment Management
Wisconsin
$69K – – –
BG
2106
Bollard Group
Massachusetts
$65K +$213 +1 +0.3%
W
2107
WealthCollab
Washington
$63.7K – – –
ETS
2108
ESL Trust Services
New York
$63.7K – – –
MAM
2109
Morse Asset Management
Connecticut
$63.7K +$53.3K +250 +625%
TTIC
2110
Tower Trust & Investment Company
Iowa
$63.7K +$61.8K +290 New
TCM
2111
TD Capital Management
Tennessee
$61.5K – – –
UCB
2112
United Community Bank
South Carolina
$60.2K +$17.3K +81 +42%
OCM
2113
Osterweis Capital Management
California
$60K -$43.3K -203 -43%
SA
2114
Scarborough Advisors
Maryland
$59.1K +$12.6K +59 +28%
BWAM
2115
Boyd Watterson Asset Management
Ohio
$58K – – –
PB
2116
Prosperity Bancshares
Texas
$56.7K +$55K +258 New
BW
2117
Basepoint Wealth
Iowa
$56.5K +$54.8K +257 New
AW
2118
Avion Wealth
Texas
$56K +$39K +183 +247%
GFA
2119
Gladwyn Financial Advisors
Virginia
$55.7K – – –
PMIM
2120
Prudent Man Investment Management
Colorado
$54.5K – – –
LWM
2121
Lodestone Wealth Management
Washington
$53.4K +$51.8K +243 New
MPW
2122
MASECO Private Wealth
$53.2K -$18.3K -86 -26%
TFA
2123
Transamerica Financial Advisors
Florida
$52.6K +$35.6K +167 +232%
SIC
2124
SJS Investment Consulting
Ohio
$51.9K +$4.05K +19 +9%
EI
2125
eCIO Inc
Wisconsin
$50.1K +$48.6K +228 New
83 84
85
86 87