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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1001
Valley Wealth Managers
New Jersey
$537K -$48.6K -325 -8%
TC
1002
Truvestments Capital
Florida
$537K -$748 -5 -0.1%
BC
1003
Burney Company
Virginia
$533K +$11.5K +77 +2%
JFGIW
1004
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$532K – – –
BA
1005
Bridgewater Associates
Connecticut
$529K -$19.9K -133 -4%
SP
1006
Successful Portfolios
Florida
$529K -$3.29K -22 -0.6%
JWCA
1007
J.W. Coons Advisors
Ohio
$529K – – –
CRC
1008
Curi RMB Capital
Illinois
$528K +$67.2K +449 +15%
MA
1009
MONECO Advisors
Connecticut
$527K +$3.89K +26 +0.7%
FHB
1010
First Hawaiian Bank
Hawaii
$525K +$22.6K +151 +4%
GL
1011
Graypoint LLC
New York
$524K +$9.88K +66 +2%
TNB
1012
Thomasville National Bank
Georgia
$523K -$227K -1,517 -30%
MTC
1013
McDaniel Terry & Co
Texas
$523K – – –
MWM
1014
Mission Wealth Management
California
$518K -$74.7K -499 -13%
9WM
1015
9258 Wealth Management
Ohio
$514K – – –
PSP
1016
Principal Street Partners
Tennessee
$514K +$13.3K +89 +3%
ECG
1017
Edge Capital Group
Georgia
$513K -$2.25K -15 -0.4%
WC
1018
Whitney & Co
New York
$509K – – –
EWM
1019
Empirical Wealth Management
Washington
$507K +$1.95K +13 +0.4%
IAN
1020
Integrated Advisors Network
Texas
$506K +$221K +1,475 +77%
DLA
1021
Douglas Lane & Associates
New York
$504K -$41K -274 -8%
CWM
1022
Chesapeake Wealth Management
Virginia
$500K -$107K -717 -18%
BW
1023
Bison Wealth
Georgia
$499K -$15.3K -102 -3%
PG
1024
Pendal Group
Australia
$499K +$500K +3,338 New
TMAM
1025
Tokio Marine Asset Management
Japan
$493K +$62.4K +417 +14%
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