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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
651
Pettee Investors
Connecticut
$3.1M -$187K -900 -6%
GWMI
652
Guardian Wealth Management (Illinois)
Illinois
$3.1M +$20.4K +98 +0.7%
FTDI
653
First Trust Direct Indexing
Massachusetts
$3.09M +$438K +2,105 +17%
OF
654
Outfitter Financial
Maine
$3.09M -$36.4K -175 -1%
ECAM
655
East Coast Asset Management
Massachusetts
$3.08M -$37.4K -180 -1%
AF
656
Allworth Financial
California
$3.05M -$282K -1,356 -9%
BWG
657
Beta Wealth Group
California
$3.03M -$97.9K -471 -3%
UCFA
658
United Capital Financial Advisors
Texas
$3.02M -$224K -1,078 -7%
PFA
659
Pathway Financial Advisers
Indiana
$3.02M -$34.5K -166 -1%
IFG
660
Independent Financial Group
California
$2.99M +$757K +3,644 +35%
OAC
661
OMERS Administration Corp
Ontario, Canada
$2.98M +$2.91M +13,981 New
DWM
662
Diversify Wealth Management
Utah
$2.98M +$3.07M +14,790 New
FLI
663
Family Legacy Inc
South Carolina
$2.97M -$34.3K -165 -1%
LSA
664
L & S Advisors
California
$2.97M -$935K -4,496 -24%
WT
665
Whittier Trust
California
$2.95M +$30.3K +146 +1%
EWA
666
EP Wealth Advisors
California
$2.94M +$962K +4,628 +51%
CAM
667
Covenant Asset Management
New Jersey
$2.93M -$12.5K -60 -0.4%
AWM
668
Ameliora Wealth Management
Switzerland
$2.92M +$2.58M +12,434 +995%
CCM
669
Coldstream Capital Management
Washington
$2.9M +$363K +1,745 +15%
MWA
670
Monograph Wealth Advisors
California
$2.89M -$297K -1,428 -10%
OWP
671
Obermeyer Wealth Partners
Colorado
$2.89M -$28.7K -138 -1%
SWP
672
Stratos Wealth Partners
Ohio
$2.89M -$17.7K -85 -0.6%
RMAM
673
Raab & Moskowitz Asset Management
New Jersey
$2.87M -$162K -777 -5%
GSC
674
G&S Capital
Colorado
$2.86M -$93.3K -449 -3%
ACM
675
Aquatic Capital Management
Illinois
$2.86M -$4.86M -23,400 -64%
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