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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1001
Bison Wealth
Georgia
$409K +$13.5K +116 +3%
SFSIG
1002
San Francisco Sentry Investment Group
California
$408K +$4.66K +40 +1%
FFS
1003
Founders Financial Securities
Maryland
$408K +$61.9K +531 +18%
ECG
1004
Edge Capital Group
Georgia
$407K +$5.83K +50 +1%
ETC
1005
Exchange Traded Concepts
Oklahoma
$407K +$18.2K +156 +5%
GFP
1006
Gryphon Financial Partners
Ohio
$406K +$4.43K +38 +1%
DBT
1007
Dubuque Bank & Trust
Iowa
$405K -$16.4K -141 -4%
DWM
1008
Doyle Wealth Management
Florida
$405K +$36.1K +310 +10%
CAM
1009
Cresset Asset Management
Illinois
$401K -$103K -881 -21%
QC
1010
Quadrature Capital
United Kingdom
$401K +$396K +3,400 New
MA
1011
MONECO Advisors
Connecticut
$396K – – –
NIC
1012
Northwest Investment Counselors
Oregon
$395K – – –
FB
1013
Fulton Bank
Pennsylvania
$393K +$8.16K +70 +2%
WC
1014
Whitney & Co
New York
$390K -$35K -300 -8%
GFS
1015
GYL Financial Synergies
Connecticut
$390K +$2.22K +19 +0.6%
RT
1016
Rockland Trust
Massachusetts
$389K +$19.1K +164 +5%
BB
1017
Busey Bank
Illinois
$387K -$126K -1,083 -25%
ACM
1018
Advisors Capital Management
New Jersey
$385K -$350 -3 -0.1%
SIC
1019
Shoker Investment Counsel
Ohio
$384K -$30.4K -261 -7%
SW
1020
SteelPeak Wealth
California
$384K +$380K +3,256 New
CSPAM
1021
Cary Street Partners Asset Management
Virginia
$383K +$4.47M +38,324 New
SFWA
1022
Summit Financial Wealth Advisors
Louisiana
$382K -$54.6K -468 -12%
CG
1023
Caprock Group
Idaho
$380K +$51.4K +441 +16%
CIA
1024
Choate Investment Advisors
Massachusetts
$379K +$16.3K +140 +5%
VFA
1025
Valeo Financial Advisors
Indiana
$379K +$82K +703 +28%
39 40
41
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