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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1001
Minot Wealth Management
Massachusetts
$554K +$204K +1,364 +58%
KWMG
1002
King Wealth Management Group
Florida
$546K -$5.84K -39 -1%
LW
1003
Linscomb Wealth
Texas
$540K – – –
VWA
1004
V Wealth Advisors
Kansas
$539K -$51.3K -343 -9%
GM
1005
GeoWealth Management
Illinois
$538K -$10.3K -69 -2%
VWM
1006
Valley Wealth Managers
New Jersey
$537K -$48.6K -325 -8%
TC
1007
Truvestments Capital
Florida
$537K -$748 -5 -0.1%
BC
1008
Burney Company
Virginia
$533K +$11.5K +77 +2%
JFGIW
1009
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$532K – – –
BA
1010
Bridgewater Associates
Connecticut
$529K -$19.9K -133 -4%
SP
1011
Successful Portfolios
Florida
$529K -$3.29K -22 -0.6%
JWCA
1012
J.W. Coons Advisors
Ohio
$529K – – –
CRC
1013
Curi RMB Capital
Illinois
$528K +$67.2K +449 +15%
MA
1014
MONECO Advisors
Connecticut
$527K +$3.89K +26 +0.7%
FHB
1015
First Hawaiian Bank
Hawaii
$525K +$22.6K +151 +4%
GL
1016
Graypoint LLC
New York
$524K +$9.88K +66 +2%
TNB
1017
Thomasville National Bank
Georgia
$523K -$227K -1,517 -30%
MTC
1018
McDaniel Terry & Co
Texas
$523K – – –
MWM
1019
Mission Wealth Management
California
$518K -$74.7K -499 -13%
9WM
1020
9258 Wealth Management
Ohio
$514K – – –
PSP
1021
Principal Street Partners
Tennessee
$514K +$13.3K +89 +3%
ECG
1022
Edge Capital Group
Georgia
$513K -$2.25K -15 -0.4%
WC
1023
Whitney & Co
New York
$509K – – –
EWM
1024
Empirical Wealth Management
Washington
$507K +$1.95K +13 +0.4%
IAN
1025
Integrated Advisors Network
Texas
$506K +$221K +1,475 +77%
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