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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PV
901
Private Vista
Illinois
$422K -$34.5K -301 -6%
NGA
902
Naples Global Advisors
Florida
$422K +$523K +4,559 New
AMCA
903
Arthur M. Cohen & Associates
Illinois
$418K – – –
WKWM
904
Walter & Keenan Wealth Management
Indiana
$418K +$244K +2,130 +82%
ACM
905
Alethea Capital Management
Washington
$417K – – –
MAM
906
Madison Asset Management
Wisconsin
$417K – – –
BP
907
Ballentine Partners
Massachusetts
$413K -$5.51K -48 -1%
GLR
908
Great Lakes Retirement
Ohio
$411K -$41.4K -361 -8%
AP
909
Appleton Partners
Massachusetts
$410K -$123K -1,070 -19%
LS
910
Livforsakringsbolaget Skandia
Sweden
$410K +$149K +1,300 +41%
ET
911
Equitable Trust
Tennessee
$409K +$25.2K +220 +5%
DLA
912
Douglas Lane & Associates
New York
$406K -$63.1K -550 -11%
SAM
913
Silvercrest Asset Management
New York
$405K -$22.9K -200 -4%
OMC
914
Old Mission Capital
Illinois
$405K +$501K +4,371 New
SWRP
915
Summit Wealth & Retirement Planning
California
$403K – – –
DAC
916
Dividend Assets Capital
South Carolina
$403K +$13.2K +115 +3%
WC
917
Whitney & Co
New York
$400K – – –
AWA
918
Arkadios Wealth Advisors
Georgia
$398K +$74.6K +650 +18%
CWM
919
Confluence Wealth Management
Oregon
$394K +$48.2K +420 +11%
RSWM
920
Robertson Stephens Wealth Management
California
$389K – – –
CL
921
Choreo LLC
Illinois
$389K +$8.03K +70 +2%
WWM
922
Western Wealth Management
Colorado
$389K +$10.3K +90 +2%
NNP
923
Nachman Norwood & Parrott
South Carolina
$388K -$19K -166 -4%
IC
924
IEQ Capital
California
$388K +$108K +939 +29%
KFA
925
Krane Funds Advisors
New York
$387K -$68.1K -594 -12%
35 36
37
38 39