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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1001
Cerity Partners OCIO
New York
$625K – – –
MAM
1002
Madison Asset Management
Wisconsin
$620K -$80.8K -533 -12%
PAM
1003
Paradigm Asset Management
New York
$618K – – –
NME
1004
Notis-McConarty Edward
$618K – – –
EWA
1005
EP Wealth Advisors
California
$617K -$93.7K -618 -14%
AWAP
1006
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$617K -$1.52K -10 -0.3%
BJL
1007
Brighton Jones LLC
Washington
$616K +$42.4K +280 +8%
AA
1008
Advisory Alpha
Michigan
$614K – – –
RE
1009
RBC Europe
United Kingdom
$613K +$99.8K +658 +21%
ACA
1010
Aptus Capital Advisors
Alabama
$613K +$202K +1,334 +53%
QCG
1011
Quadrant Capital Group
Ohio
$612K -$33K -218 -5%
NF
1012
Nikulski Financial
Iowa
$612K -$18.2K -120 -3%
UF
1013
Univest Financial
Pennsylvania
$603K -$22.4K -148 -4%
BA
1014
Bluesphere Advisors
Pennsylvania
$603K – – –
CWA
1015
Clearview Wealth Advisors
Oregon
$602K +$50.2K +331 +10%
MYIA
1016
Mount Yale Investment Advisors
Colorado
$601K -$18.2K -120 -3%
CI
1017
CPR Investments
Michigan
$599K -$29.1K -192 -5%
BFO
1018
Biltmore Family Office
North Carolina
$594K – – –
SAM
1019
Shell Asset Management
Netherlands
$593K -$92.5K -610 -14%
NCM
1020
NCM Capital Management
New Jersey
$592K +$1.82K +12 +0.3%
LW
1021
Linscomb Wealth
Texas
$586K – – –
FCH
1022
Freestone Capital Holdings
Washington
$585K -$15.8K -104 -3%
ECM
1023
Element Capital Management
New York
$585K +$559K +3,688 New
GP
1024
Geneva Partners
Wisconsin
$583K -$14.4K -95 -3%
MA
1025
MONECO Advisors
Connecticut
$579K +$8.79K +58 +2%
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