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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
951
Destination Wealth Management
California
$231K +$25.8K +287 +12%
AW
952
Alpha Windward
Massachusetts
$230K -$22.3K -248 -9%
JIC
953
Joel Isaacson & Co
New York
$230K +$718 +8 +0.3%
AIA
954
Angeles Investment Advisors
California
$230K +$232K +2,586 New
PA
955
Probity Advisors
Texas
$228K -$10.8K -120 -4%
LIA
956
LBMC Investment Advisors
Tennessee
$227K +$229K +2,550 New
PI
957
Pathlight Investors
Arizona
$226K +$221K +2,463 New
CMBA
958
C.M. Bidwell & Associates
Hawaii
$226K +$228K +2,535 New
BAM
959
Brave Asset Management
New Jersey
$222K – – –
PL
960
Parthenon LLC
Kentucky
$222K – – –
PSG
961
Planning Solutions Group
Maryland
$222K +$224K +2,491 New
CG
962
Caprock Group
Idaho
$220K +$3.41K +38 +2%
ARG
963
Advisory Resource Group
Oklahoma
$219K +$221K +2,464 New
FT
964
Fiduciary Trust
Massachusetts
$218K -$18K -200 -8%
PPCM
965
Pillar Pacific Capital Management
California
$218K – – –
WDA
966
Wendell David Associates
New Hampshire
$218K – – –
CCT
967
Country Club Trust
Missouri
$217K – – –
FWM
968
Fairhaven Wealth Management
Illinois
$216K +$218K +2,428 New
MWPCG
969
Measured Wealth Private Client Group
New Hampshire
$215K -$74.8K -833 -26%
JCM
970
Janney Capital Management
Pennsylvania
$215K -$10.8K -120 -5%
GFS
971
GYL Financial Synergies
Connecticut
$214K +$216K +2,406 New
MLFP
972
MPS Loria Financial Planners
Illinois
$212K +$898 +10 +0.4%
BOS
973
Bank of Stockton
California
$209K -$8.98K -100 -4%
AAMU
974
Amundi Asset Management US
Massachusetts
$208K -$30.8M -342,994 -13%
AFG
975
Albion Financial Group
Utah
$207K +$90 +1 +0%
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