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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
826
Stiles Financial Services
Minnesota
$1.05M -$29K -185 -3%
ZB
827
Zions Bancorporation
Utah
$1.05M -$67.7K -432 -6%
EWM
828
Evercore Wealth Management
New York
$1.04M – – –
S
829
SignatureFD
Georgia
$1.04M +$99.5K +635 +10%
NERM
830
New England Research & Management
Illinois
$1.04M -$2.1M -13,392 -66%
DWT
831
Dorsey & Whitney Trust
South Dakota
$1.03M +$34.3K +219 +3%
AAS
832
Ameritas Advisory Services
Nebraska
$1.03M +$24K +153 +2%
FFMBT
833
First Farmers & Merchants Bank Trust
Tennessee
$1.03M – – –
RSWM
834
Robertson Stephens Wealth Management
California
$1.02M -$223K -1,423 -18%
WJWM
835
Williams Jones Wealth Management
New York
$1.02M +$509K +3,251 +95%
EI
836
Ethic Inc
New York
$1.02M -$18.8K -120 -2%
LC
837
Lavaca Capital
Texas
$1.01M +$1.04M +6,629 New
CWS
838
Confluence Wealth Services
Pennsylvania
$1.01M +$3.29K +21 +0.4%
IWA
839
IVC Wealth Advisors
Pennsylvania
$1.01M +$5.48K +35 +0.5%
PNAA
840
Pictet North America Advisors
Switzerland
$1.01M – – –
TFS
841
Thoroughbred Financial Services
Tennessee
$1M +$11.3K +72 +1%
MCM
842
Mengis Capital Management
Oregon
$999K -$122K -781 -11%
BAM
843
Boyar Asset Management
New York
$999K -$83.8K -535 -8%
PWM
844
Palumbo Wealth Management
New York
$986K +$96.5K +616 +11%
SBIA
845
Sheaff Brock Investment Advisors
Indiana
$984K +$3.13K +20 +0.3%
MWC
846
MBM Wealth Consultants
Missouri
$984K +$27.4K +175 +3%
BSW
847
Buckingham Strategic Wealth
Missouri
$982K +$215K +1,372 +27%
FWP
848
FAS Wealth Partners
Kansas
$981K +$87.9K +561 +10%
V
849
VeraBank
Texas
$977K +$183K +1,168 +22%
AA
850
Ancora Advisors
Ohio
$967K +$4.07K +26 +0.4%
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