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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
976
Stonnington Group
California
$592K +$15K +100 +3%
CPO
977
Cerity Partners OCIO
New York
$590K +$3.14K +21 +0.5%
ETC
978
Exchange Traded Concepts
Oklahoma
$588K -$92.8K -620 -14%
DAC
979
Dividend Assets Capital
South Carolina
$587K +$6.73K +45 +1%
DMBA
980
Deseret Mutual Benefit Administrators
Utah
$584K +$313K +2,093 +115%
JWCA
981
J.W. Cole Advisors
Florida
$583K -$78.6K -525 -12%
NME
982
Notis-McConarty Edward
$583K – – –
AWAP
983
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$583K +$1.5K +10 +0.3%
HH
984
Hilltop Holdings
Texas
$579K +$45.6K +305 +9%
AA
985
Advisory Alpha
Michigan
$579K +$580K +3,873 New
B
986
Barings
North Carolina
$576K +$205K +1,369 +55%
LWCFA
987
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$575K – – –
GP
988
Geneva Partners
Wisconsin
$574K -$3.74K -25 -0.6%
BA
989
Bluesphere Advisors
Pennsylvania
$569K – – –
CWM
990
Cahaba Wealth Management
Georgia
$567K +$569K +3,802 New
MOS
991
MGO One Seven
Ohio
$566K -$51.5K -344 -9%
OPS
992
Orion Portfolio Solutions
Nebraska
$563K +$51.5K +344 +10%
BFO
993
Biltmore Family Office
North Carolina
$559K +$150 +1 +0%
AWM
994
Accurate Wealth Management
Florida
$557K +$68.5K +458 +15%
ATPW
995
Ashton Thomas Private Wealth
Arizona
$557K +$271K +1,808 +94%
MWM
996
Minot Wealth Management
Massachusetts
$554K +$204K +1,364 +58%
KWMG
997
King Wealth Management Group
Florida
$546K -$5.84K -39 -1%
LW
998
Linscomb Wealth
Texas
$540K – – –
VWA
999
V Wealth Advisors
Kansas
$539K -$51.3K -343 -9%
GM
1000
GeoWealth Management
Illinois
$538K -$10.3K -69 -2%
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40
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