We are live on ! Find out more
WM icon

Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1001
Prospera Financial Services
Texas
$602K -$113K -720 -15%
AWM
1002
Axxcess Wealth Management
California
$602K +$182K +1,159 +42%
PRC
1003
Pearl River Capital
Michigan
$601K +$616K +3,931 New
CT
1004
Chicago Trust
Illinois
$599K -$40.7K -260 -6%
KA
1005
Kercheville Advisors
Texas
$597K -$172K -1,100 -22%
NME
1006
Notis-McConarty Edward
$597K – – –
AWAP
1007
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$595K – – –
BJL
1008
Brighton Jones LLC
Washington
$595K – – –
AA
1009
Advisory Alpha
Michigan
$593K – – –
PWMAG
1010
Pinnacle Wealth Management Advisory Group
New Jersey
$593K +$42.1K +269 +7%
MF
1011
Meridian Financial
Massachusetts
$592K -$94K -600 -13%
RCG
1012
Regatta Capital Group
California
$591K -$39.2K -250 -6%
MAM
1013
Madison Asset Management
Wisconsin
$591K -$7.05K -45 -1%
NF
1014
Nikulski Financial
Iowa
$591K – – –
RE
1015
RBC Europe
United Kingdom
$591K – – –
CRC
1016
Curi RMB Capital
Illinois
$591K +$50.6K +323 +9%
WSFS
1017
Wilmington Savings Fund Society
Delaware
$584K -$37.9K -242 -6%
BA
1018
Bluesphere Advisors
Pennsylvania
$582K – – –
LFAS
1019
Level Four Advisory Services
Texas
$578K -$95.7K -611 -14%
BFO
1020
Biltmore Family Office
North Carolina
$573K +$157 +1 +0%
FPS
1021
Fieldpoint Private Securities
Connecticut
$572K -$530K -3,384 -48%
NCM
1022
NCM Capital Management
New Jersey
$572K – – –
CA
1023
CGN Advisors
Kansas
$571K +$178K +1,135 +44%
MU
1024
Mirova US
Massachusetts
$570K +$584K +3,728 New
RA
1025
RFG Advisory
Alabama
$565K -$2.04K -13 -0.4%
39 40
41
42 43