We are live on ! Find out more
WM icon

Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
926
Cerity Partners OCIO
New York
$434K +$6.55K +58 +2%
BHTS
927
Bar Harbor Trust Services
Maine
$433K +$429K +3,800 New
AWE
928
Avidian Wealth Enterprises
Texas
$432K +$78.5K +695 +22%
B
929
Brightworth
Georgia
$432K +$428K +3,792 New
MC
930
Machina Capital
France
$429K -$330K -2,923 -44%
SWMG
931
Strategic Wealth Management Group
Maryland
$429K – – –
CA
932
Calton & Associates
Florida
$423K -$44.2K -391 -10%
BCM
933
Beck Capital Management
Texas
$423K +$53.6K +475 +15%
SP
934
Successful Portfolios
Florida
$422K -$4.97K -44 -1%
WA
935
WESPAC Advisors
California
$421K +$54.4K +482 +15%
FIM
936
Frontier Investment Management
Texas
$419K +$149K +1,318 +56%
SWM
937
Segment Wealth Management
Texas
$419K +$166K +1,471 +67%
APW
938
Aurora Private Wealth
New Jersey
$417K +$413K +3,655 New
ST
939
Smithfield Trust
Pennsylvania
$414K -$122K -1,076 -23%
KWMG
940
King Wealth Management Group
Florida
$411K +$9.15K +81 +2%
DWM
941
Doyle Wealth Management
Florida
$411K +$108K +959 +36%
ECG
942
Edge Capital Group
Georgia
$408K -$339 -3 -0.1%
BRM
943
Boston Research & Management
Massachusetts
$407K – – –
BFM
944
Boston Financial Management
Massachusetts
$404K -$3.27K -29 -0.8%
BIM
945
Bridges Investment Management
Nebraska
$404K – – –
FHC
946
First Heartland Consultants
Missouri
$400K -$7.34K -65 -2%
MTC
947
McDaniel Terry & Co
Texas
$399K – – –
AIC
948
Ameritas Investment Company
Nebraska
$399K +$8.24K +73 +2%
SIC
949
Shoker Investment Counsel
Ohio
$398K +$565 +5 +0.1%
RMC
950
Resources Management Corp
Connecticut
$398K +$98.8K +875 +33%
36 37
38
39 40