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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
876
Geneos Wealth Management
Colorado
$515K -$33.6K -288 -6%
EH
877
Employers Holdings
Nevada
$515K +$220K +1,880 +72%
IWS
878
Insight Wealth Strategies
California
$510K +$34.7K +297 +7%
SAM
879
Silvercrest Asset Management
New York
$509K – – –
SS
880
Sunbelt Securities
Texas
$508K +$515K +4,413 New
BP
881
Ballentine Partners
Massachusetts
$507K – – –
BSW
882
Buckingham Strategic Wealth
Missouri
$506K -$29.2K -250 -5%
FMWA
883
Forvis Mazars Wealth Advisors
Missouri
$506K -$4.2K -36 -0.8%
KFA
884
Krane Funds Advisors
New York
$506K +$488K +4,182 +1,892%
CFB
885
Cullen/Frost Bankers
Texas
$505K +$5.02K +43 +1%
NNP
886
Nachman Norwood & Parrott
South Carolina
$501K – – –
SWRP
887
Summit Wealth & Retirement Planning
California
$500K – – –
SMFS
888
Squar Milner Financial Services
California
$497K +$6.66K +57 +1%
DAC
889
Dividend Assets Capital
South Carolina
$495K +$19.3K +165 +4%
WWM
890
Western Wealth Management
Colorado
$493K -$7.47K -64 -1%
RI
891
Ridgewood Investments
New Jersey
$493K +$4.09K +35 +0.8%
CRWM
892
Castle Rock Wealth Management
California
$492K -$18.3K -157 -3%
TC
893
TAP Consulting
Missouri
$492K +$500K +4,278 New
WC
894
Whitney & Co
New York
$490K – – –
VFA
895
Valeo Financial Advisors
Indiana
$487K -$102K -874 -17%
GCMG
896
Gyroscope Capital Management Group
Florida
$485K +$80.6K +690 +20%
CL
897
Choreo LLC
Illinois
$484K +$28.8K +247 +6%
PSP
898
Principal Street Partners
Tennessee
$484K +$492K +4,210 New
ET
899
Equitable Trust
Tennessee
$483K – – –
RSWM
900
Robertson Stephens Wealth Management
California
$483K +$490K +4,200 New
34 35
36
37 38