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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
876
Checchi Capital Advisers
California
$997K -$16.8K -104 -2%
WWM
877
Western Wealth Management
Colorado
$997K +$59.9K +370 +6%
FPAS
878
Focus Partners Advisor Solutions
Missouri
$991K +$167K +1,035 +19%
MTC
879
McDaniel Terry & Co
Texas
$991K +$485K +3,000 +86%
PIMJS
880
PKO Investment Management Joint-Stock
Poland
$977K – – –
BAM
881
Boyar Asset Management
New York
$970K – – –
V
882
VeraBank
Texas
$966K – – –
IWA
883
IVC Wealth Advisors
Pennsylvania
$962K -$22.8K -141 -2%
UW
884
Unique Wealth
Florida
$953K – – –
BEI
885
Benjamin Edwards Inc
Missouri
$952K +$745K +4,605 +280%
CT
886
Caldwell Trust
Florida
$951K -$12.9K -80 -1%
VA
887
Vident Advisory
Georgia
$941K +$999K +6,174 New
WI
888
Wedgewood Investors
Pennsylvania
$938K -$89K -550 -8%
AWA
889
Arkadios Wealth Advisors
Georgia
$935K +$37.5K +232 +4%
MMHP
890
Murphy Middleton Hinkle & Parker
Georgia
$929K +$162 +1 +0%
CCA
891
Cobblestone Capital Advisors
New York
$927K – – –
PSB
892
Piscataqua Savings Bank
New Hampshire
$925K – – –
GL
893
Graypoint LLC
New York
$918K +$3.4K +21 +0.4%
CWS
894
Confluence Wealth Services
Pennsylvania
$916K +$1.13K +7 +0.1%
WTC
895
WhitTier Trust Company
Nevada
$915K +$4.69K +29 +0.5%
BHIA
896
Birch Hill Investment Advisors
Massachusetts
$913K -$3.24K -20 -0.3%
SAM
897
Silvercrest Asset Management
New York
$909K +$79.8K +493 +9%
MIM
898
Morningstar Investment Management
Illinois
$908K – – –
VVP
899
Venture Visionary Partners
Ohio
$907K -$16.8K -104 -2%
LMKC
900
L.M. Kohn & Company
Ohio
$907K -$51K -315 -5%
34 35
36
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