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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAP
1001
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$595K – – –
BJL
1002
Brighton Jones LLC
Washington
$595K – – –
AA
1003
Advisory Alpha
Michigan
$593K – – –
PWMAG
1004
Pinnacle Wealth Management Advisory Group
New Jersey
$593K +$42.1K +269 +7%
MF
1005
Meridian Financial
Massachusetts
$592K -$94K -600 -13%
RCG
1006
Regatta Capital Group
California
$591K -$39.2K -250 -6%
MAM
1007
Madison Asset Management
Wisconsin
$591K -$7.05K -45 -1%
NF
1008
Nikulski Financial
Iowa
$591K – – –
RE
1009
RBC Europe
United Kingdom
$591K – – –
CRC
1010
Curi RMB Capital
Illinois
$591K +$50.6K +323 +9%
WSFS
1011
Wilmington Savings Fund Society
Delaware
$584K -$37.9K -242 -6%
BA
1012
Bluesphere Advisors
Pennsylvania
$582K – – –
LFAS
1013
Level Four Advisory Services
Texas
$578K -$95.7K -611 -14%
BFO
1014
Biltmore Family Office
North Carolina
$573K +$157 +1 +0%
FPS
1015
Fieldpoint Private Securities
Connecticut
$572K -$530K -3,384 -48%
NCM
1016
NCM Capital Management
New Jersey
$572K – – –
CA
1017
CGN Advisors
Kansas
$571K +$178K +1,135 +44%
MU
1018
Mirova US
Massachusetts
$570K +$584K +3,728 New
RA
1019
RFG Advisory
Alabama
$565K -$2.04K -13 -0.4%
UF
1020
Univest Financial
Pennsylvania
$561K -$21.9K -140 -4%
JF
1021
JSF Financial
California
$561K +$50K +319 +10%
MYIA
1022
Mount Yale Investment Advisors
Colorado
$560K -$20.2K -129 -3%
SFWA
1023
Summit Financial Wealth Advisors
Louisiana
$560K +$60.6K +387 +12%
MFG
1024
MidWestOne Financial Group
Iowa
$559K -$150K -955 -21%
MA
1025
MONECO Advisors
Connecticut
$559K +$157 +1 +0%
39 40
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