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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
901
CenterBook Partners
Connecticut
$910K +$139K +842 +17%
FNA
902
First National Advisers
Nebraska
$910K +$266K +1,614 +40%
HSA
903
HBK Sorce Advisory
Pennsylvania
$909K +$174K +1,054 +23%
RCAG
904
Rehmann Capital Advisory Group
Michigan
$909K +$571K +3,459 +156%
WF
905
Welch & Forbes
Massachusetts
$904K – – –
CT
906
Clearstead Trust
Maine
$904K +$22K +133 +2%
SB
907
Strategic Blueprint
Georgia
$903K +$13.7K +83 +1%
LC
908
Lavaca Capital
Texas
$898K -$169K -1,022 -15%
CC
909
Chicago Capital
Illinois
$890K – – –
ECM
910
Element Capital Management
New York
$886K – – –
MIM
911
MTM Investment Management
South Carolina
$886K – – –
FNWM
912
Financial Network Wealth Management
Utah
$885K – – –
LA
913
Legacy Advisors
Pennsylvania
$885K +$101K +613 +12%
MCM
914
Mengis Capital Management
Oregon
$881K -$170K -1,030 -16%
TA
915
TCM Advisors
West Virginia
$881K – – –
HGERS
916
Householder Group Estate & Retirement Specialist
Arizona
$879K +$113K +687 +14%
CAMG
917
CWA Asset Management Group
Florida
$874K +$30.7K +186 +4%
SCM
918
SOL Capital Management
Maryland
$873K – – –
CAM
919
Cresset Asset Management
Illinois
$868K -$103K -623 -10%
DY
920
Dowling & Yahnke
California
$868K -$6.6K -40 -0.7%
GIA
921
Gladstone Institutional Advisory
Florida
$864K +$26.6K +161 +3%
SAM
922
Silvercrest Asset Management
New York
$859K – – –
ECM
923
ExodusPoint Capital Management
New York
$851K -$1.4M -8,506 -62%
SVWAG
924
Sound View Wealth Advisors Group
Georgia
$849K +$4.79K +29 +0.6%
KA
925
Kintegral Advisory
New York
$843K – – –
35 36
37
38 39