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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
976
Jeppson Wealth Management
California
$740K – – –
SWP
977
Strategic Wealth Partners
Ohio
$732K +$1.93K +12 +0.3%
WB
978
WesBanco Bank
West Virginia
$730K +$17.5K +109 +3%
MBT
979
Montecito Bank & Trust
California
$730K +$47.1K +293 +7%
GTCM
980
Gyon Technologies Capital Management
New Jersey
$729K +$223K +1,389 +47%
SAM
981
Shell Asset Management
Netherlands
$726K -$27.8K -173 -4%
SG
982
Stonnington Group
California
$721K +$113K +700 +18%
WHC
983
Wulff, Hansen & Co
California
$721K +$694K +4,318 New
TL
984
Tradewinds LLC
North Carolina
$720K +$646K +4,019 New
IIM
985
Ipswich Investment Management
Massachusetts
$718K – – –
FPAS
986
Focus Partners Advisor Solutions
Missouri
$713K +$687K +4,271 New
MIA
987
MMBG Investment Advisors
Florida
$711K +$685K +4,260 New
AWM
988
Aberdeen Wealth Management
Illinois
$709K -$4.82K -30 -0.7%
SAM
989
Silvercrest Asset Management
New York
$708K -$1.77K -11 -0.3%
SC
990
Sonen Capital
California
$706K +$680K +4,231 New
OCM
991
Orleans Capital Management
Louisiana
$704K +$16.1K +100 +2%
CAM
992
Cypress Asset Management
Texas
$702K -$1.61K -10 -0.2%
SA
993
SL Advisors
New Jersey
$699K -$31.7K -197 -4%
NPF
994
Norris Perne & French
Michigan
$698K -$78.1K -486 -10%
CL
995
Choreo LLC
Illinois
$688K -$3.54K -22 -0.5%
RCG
996
Regatta Capital Group
California
$686K +$661K +4,109 New
CMI
997
Clare Market Investments
Texas
$686K +$2.09K +13 +0.3%
AP
998
Appleton Partners
Massachusetts
$684K – – –
QCG
999
Quadrant Capital Group
Ohio
$681K +$239K +1,487 +57%
HH
1000
Hilltop Holdings
Texas
$680K +$30.2K +188 +5%
38 39
40
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