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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
901
Busey Bank
Illinois
$494K +$48.1K +435 +11%
SWRP
902
Summit Wealth & Retirement Planning
California
$492K – – –
CAM
903
Cypress Asset Management
Texas
$489K +$33.2K +300 +7%
CAM
904
Cresset Asset Management
Illinois
$484K +$101K +916 +27%
AWA
905
Arkadios Wealth Advisors
Georgia
$484K -$41.2K -373 -8%
JWCA
906
J.W. Coons Advisors
Ohio
$481K – – –
BJL
907
Brighton Jones LLC
Washington
$480K +$469K +4,243 New
RSWM
908
Robertson Stephens Wealth Management
California
$475K – – –
BSW
909
Buckingham Strategic Wealth
Missouri
$475K +$14.6K +132 +3%
JCM
910
Jag Capital Management
Missouri
$473K +$12.4K +112 +3%
CL
911
Choreo LLC
Illinois
$471K – – –
IWS
912
Insight Wealth Strategies
California
$470K +$41.1K +372 +10%
NNP
913
Nachman Norwood & Parrott
South Carolina
$468K +$2.32K +21 +0.5%
BONST
914
Bank of Nova Scotia Trust
Ontario, Canada
$467K +$456K +4,127 New
CIM
915
CIM Investment Management
Pennsylvania
$465K +$454K +4,105 New
JSL
916
JT Stratford LLC
Georgia
$464K -$16.2K -147 -3%
JIP
917
Jaffetilchin Investment Partners
Florida
$462K +$452K +4,086 New
MBT
918
Montecito Bank & Trust
California
$459K +$449K +4,060 New
MFG
919
Magnus Financial Group
New York
$458K -$327K -2,963 -42%
RI
920
Ridgewood Investments
New Jersey
$458K – – –
GWM
921
Geneos Wealth Management
Colorado
$455K +$11.7K +106 +3%
CWM
922
Confluence Wealth Management
Oregon
$454K +$37.1K +336 +9%
AHC
923
Adell Harriman & Carpenter
Texas
$451K +$440K +3,985 New
FMWA
924
Forvis Mazars Wealth Advisors
Missouri
$450K -$385K -3,482 -47%
APW
925
Aurora Private Wealth
New Jersey
$449K +$8.84K +80 +2%
35 36
37
38 39