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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
976
Montecito Bank & Trust
California
$609K +$7.18K +48 +1%
JSL
977
JT Stratford LLC
Georgia
$608K -$3.14K -21 -0.5%
SAM
978
Silphium Asset Management
United Kingdom
$607K +$608K +4,066 New
APW
979
Aurora Private Wealth
New Jersey
$607K +$608K +4,065 New
HAIM
980
Hunter Associates Investment Management
Pennsylvania
$597K – – –
SG
981
Stonnington Group
California
$592K +$15K +100 +3%
CPO
982
Cerity Partners OCIO
New York
$590K +$3.14K +21 +0.5%
ETC
983
Exchange Traded Concepts
Oklahoma
$588K -$92.8K -620 -14%
DAC
984
Dividend Assets Capital
South Carolina
$587K +$6.73K +45 +1%
DMBA
985
Deseret Mutual Benefit Administrators
Utah
$584K +$313K +2,093 +115%
JWCA
986
J.W. Cole Advisors
Florida
$583K -$78.6K -525 -12%
NME
987
Notis-McConarty Edward
$583K – – –
AWAP
988
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$583K +$1.5K +10 +0.3%
HH
989
Hilltop Holdings
Texas
$579K +$45.6K +305 +9%
AA
990
Advisory Alpha
Michigan
$579K +$580K +3,873 New
B
991
Barings
North Carolina
$576K +$205K +1,369 +55%
LWCFA
992
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$575K – – –
GP
993
Geneva Partners
Wisconsin
$574K -$3.74K -25 -0.6%
BA
994
Bluesphere Advisors
Pennsylvania
$569K – – –
CWM
995
Cahaba Wealth Management
Georgia
$567K +$569K +3,802 New
MOS
996
MGO One Seven
Ohio
$566K -$51.5K -344 -9%
OPS
997
Orion Portfolio Solutions
Nebraska
$563K +$51.5K +344 +10%
BFO
998
Biltmore Family Office
North Carolina
$559K +$150 +1 +0%
AWM
999
Accurate Wealth Management
Florida
$557K +$68.5K +458 +15%
ATPW
1000
Ashton Thomas Private Wealth
Arizona
$557K +$271K +1,808 +94%
38 39
40
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