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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
2151
Smallwood Wealth Investment Management
New Jersey
$5.52K – – –
KG
2152
Kilter Group
New York
$5.08K +$901 +4 +21%
PWS
2153
Peterson Wealth Services
Utah
$4.5K +$676 +3 +15%
RS
2154
Rakuten Securities
Japan
$4.42K -$3.38K -15 -43%
1IA
2155
1620 Investment Advisors
Massachusetts
$4.2K -$1.35K -6 -24%
BHWM
2156
Bay Harbor Wealth Management
Maryland
$3.97K +$676 +3 +20%
CWP
2157
Clark Wealth Partners
Illinois
$3.96K – – –
PWA
2158
Principia Wealth Advisory
Texas
$3.75K -$1.35K -6 -26%
BTD
2159
BankPlus Trust Department
Mississippi
$3.53K – – –
RF
2160
Robinswood Financial
Washington
$3.33K -$450 -2 -12%
CCMI
2161
Creative Capital Management Investments
California
$3.31K +$3.38K +15 New
BMC
2162
Bear Mountain Capital
Washington
$3.22K – – –
CIR
2163
Clear Investment Research
Georgia
$2.87K – – –
AEPWM
2164
Atlantic Edge Private Wealth Management
Florida
$2.65K – – –
CFG
2165
Clayton Financial Group
Missouri
$2.21K +$2.25K +10 New
SHIM
2166
Stone House Investment Management
Pennsylvania
$2.21K – – –
CPG
2167
Cornerstone Planning Group
New Jersey
$2.03K +$15.1K +67 +102%
WW
2168
Winnow Wealth
Texas
$1.99K +$2.03K +9 New
BDPWM
2169
Barnes Dennig Private Wealth Management
Ohio
$1.99K – – –
SRCM
2170
Signature Resources Capital Management
California
$1.99K – – –
NWM
2171
Nova Wealth Management
Florida
$1.92K -$1.58K -7 -44%
PIS
2172
POM Investment Strategies
North Carolina
$1.77K +$1.8K +8 New
TCB
2173
Texas Capital Bancshares
Texas
$1.77K +$1.8K +8 New
HIA
2174
HFM Investment Advisors
New Jersey
$1.55K -$450 -2 -22%
CWM
2175
Copia Wealth Management
Oregon
$1.55K – – –
85 86
87
88 89