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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
976
Cypress Capital Management (Wyoming)
Wyoming
$266K -$7.03K -72 -3%
JWM
977
Jupiter Wealth Management
Colorado
$264K +$244K +2,500 New
AW
978
Alpha Windward
Massachusetts
$263K -$5.27K -54 -2%
ACA
979
Aptus Capital Advisors
Alabama
$263K +$247K +2,533 New
KWM
980
Kingsview Wealth Management
Oregon
$261K +$245K +2,510 New
BAM
981
Brave Asset Management
New Jersey
$260K – – –
PL
982
Parthenon LLC
Kentucky
$260K – – –
PSG
983
Planning Solutions Group
Maryland
$259K – – –
BAS
984
Brown Advisory Securities
Maryland
$258K -$113K -1,158 -32%
CCM
985
Coldstream Capital Management
Washington
$258K -$17K -174 -7%
FT
986
Fiduciary Trust
Massachusetts
$255K – – –
JIC
987
Joel Isaacson & Co
New York
$255K – – –
WDA
988
Wendell David Associates
New Hampshire
$255K – – –
PPCM
989
Pillar Pacific Capital Management
California
$254K – – –
FWM
990
Fairhaven Wealth Management
Illinois
$252K – – –
GFS
991
GYL Financial Synergies
Connecticut
$251K +$878 +9 +0.4%
LWAC
992
Laurel Wealth Advisors (California)
California
$249K +$233K +2,392 New
HS
993
HighVista Strategies
Massachusetts
$249K +$234K +2,400 New
MLFP
994
MPS Loria Financial Planners
Illinois
$248K +$488 +5 +0.2%
AW
995
ACG Wealth
Georgia
$247K +$232K +2,374 New
CCT
996
Country Club Trust
Missouri
$245K -$7.81K -80 -3%
PCMC
997
Private Capital Management (Colorado)
Colorado
$245K +$230K +2,354 New
TFS
998
Thoroughbred Financial Services
Tennessee
$244K +$229K +2,347 New
PA
999
Probity Advisors
Texas
$243K -$22K -225 -9%
AFG
1000
Albion Financial Group
Utah
$242K +$98 +1 +0%
38 39
40
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