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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PMIM
2126
Prudent Man Investment Management
Colorado
$54.5K – – –
LWM
2127
Lodestone Wealth Management
Washington
$53.4K +$51.8K +243 New
MPW
2128
MASECO Private Wealth
$53.2K -$18.3K -86 -26%
TFA
2129
Transamerica Financial Advisors
Florida
$52.6K +$35.6K +167 +232%
SIC
2130
SJS Investment Consulting
Ohio
$51.9K +$4.05K +19 +9%
EI
2131
eCIO Inc
Wisconsin
$50.1K +$48.6K +228 New
TWD
2132
True Wealth Design
Ohio
$48.5K -$7.46K -35 -14%
MFT
2133
Moisand Fitzgerald Tamayo
Florida
$48.1K – – –
MO
2134
McMillan Office
Michigan
$48.1K +$46.7K +219 New
DFA
2135
DHJJ Financial Advisors
Illinois
$46.4K – – –
TLCM
2136
Twin Lakes Capital Management
California
$45.1K – – –
AFG
2137
Albion Financial Group
Utah
$44.8K -$1.92K -9 -4%
OWP
2138
ORG Wealth Partners
Texas
$44.6K +$21.3K +100 +97%
PCTC
2139
Perkins Coie Trust Company
Washington
$43.9K – – –
CA
2140
Cresta Advisors
Texas
$43.9K +$42.6K +200 New
DCM
2141
Disciplina Capital Management
Tennessee
$43.5K -$5.33K -25 -11%
RWM
2142
Raffa Wealth Management
District of Columbia
$42K -$18.3K -86 -31%
CTWM
2143
Cherry Tree Wealth Management
Minnesota
$41.8K – – –
CIA
2144
Cape Investment Advisory
Georgia
$41.5K +$40.3K +189 New
JSAM
2145
J. Safra Asset Management
New York
$40.9K -$728K -3,414 -95%
SGK
2146
Steigerwald Gordon & Koch
Virginia
$40.3K – – –
HIW
2147
Holos Integrated Wealth
Pennsylvania
$39.7K – – –
MSWM
2148
Mowery & Schoenfeld Wealth Management
Illinois
$38.7K – – –
USB
2149
Union Savings Bank
Connecticut
$38.4K +$37.3K +175 New
QA
2150
Quattro Advisors
Pennsylvania
$38.4K +$37.3K +175 New
84 85
86
87 88