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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1001
Bison Wealth
Georgia
$626K +$124K +816 +26%
CPO
1002
Cerity Partners OCIO
New York
$625K – – –
MAM
1003
Madison Asset Management
Wisconsin
$620K -$80.8K -533 -12%
PAM
1004
Paradigm Asset Management
New York
$618K – – –
NME
1005
Notis-McConarty Edward
$618K – – –
EWA
1006
EP Wealth Advisors
California
$617K -$93.7K -618 -14%
AWAP
1007
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$617K -$1.52K -10 -0.3%
BJL
1008
Brighton Jones LLC
Washington
$616K +$42.4K +280 +8%
AA
1009
Advisory Alpha
Michigan
$614K – – –
RE
1010
RBC Europe
United Kingdom
$613K +$99.8K +658 +21%
ACA
1011
Aptus Capital Advisors
Alabama
$613K +$202K +1,334 +53%
QCG
1012
Quadrant Capital Group
Ohio
$612K -$33K -218 -5%
NF
1013
Nikulski Financial
Iowa
$612K -$18.2K -120 -3%
UF
1014
Univest Financial
Pennsylvania
$603K -$22.4K -148 -4%
BA
1015
Bluesphere Advisors
Pennsylvania
$603K – – –
CWA
1016
Clearview Wealth Advisors
Oregon
$602K +$50.2K +331 +10%
MYIA
1017
Mount Yale Investment Advisors
Colorado
$601K -$18.2K -120 -3%
CI
1018
CPR Investments
Michigan
$599K -$29.1K -192 -5%
BFO
1019
Biltmore Family Office
North Carolina
$594K – – –
SAM
1020
Shell Asset Management
Netherlands
$593K -$92.5K -610 -14%
NCM
1021
NCM Capital Management
New Jersey
$592K +$1.82K +12 +0.3%
LW
1022
Linscomb Wealth
Texas
$586K – – –
FCH
1023
Freestone Capital Holdings
Washington
$585K -$15.8K -104 -3%
ECM
1024
Element Capital Management
New York
$585K +$559K +3,688 New
GP
1025
Geneva Partners
Wisconsin
$583K -$14.4K -95 -3%
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