We are live on ! Find out more
WM icon

Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1026
Private Asset Management
California
$261K – – –
DBIA
1027
Dumont & Blake Investment Advisors
New Jersey
$260K -$5.32K -49 -2%
TCPWM
1028
Traverso Chambers Private Wealth Management
California
$260K – – –
CCT
1029
Country Club Trust
Missouri
$258K -$12.5K -115 -5%
CCB
1030
Cutter & Co Brokerage
Missouri
$257K +$24.2K +223 +11%
CWP
1031
Capital Wealth Planning
Florida
$257K +$242K +2,227 New
PK
1032
Pflug Koory
Nebraska
$255K – – –
HCA
1033
Horan Capital Advisors
Ohio
$254K – – –
LIA
1034
LBMC Investment Advisors
Tennessee
$254K – – –
MSFP
1035
Mark Sheptoff Financial Planning
Connecticut
$254K – – –
QAM
1036
QCI Asset Management
New York
$254K – – –
RIM
1037
Regent Investment Management
Kentucky
$254K – – –
DWM
1038
Destination Wealth Management
California
$254K +$11.6K +107 +5%
PCM
1039
Price Capital Management
Louisiana
$254K +$239K +2,200 New
MCM
1040
MAI Capital Management
Ohio
$254K +$239K +2,205 New
CC
1041
Courier Capital
New York
$252K – – –
HPWM
1042
Highland Private Wealth Management
Washington
$251K +$543 +5 +0.2%
WT
1043
Washington Trust
Rhode Island
$251K +$236K +2,173 New
CPA
1044
Court Place Advisors
Maryland
$250K – – –
CCFM
1045
Clear Creek Financial Management
Washington
$250K +$236K +2,172 New
CWM
1046
Campbell Wealth Management
Virginia
$249K +$11.3K +104 +5%
SWA
1047
Stratos Wealth Advisors
Ohio
$248K +$233K +2,150 New
ABP
1048
Arthur B. Page
$247K – – –
NIM
1049
NuWave Investment Management
New Jersey
$247K +$213K +1,963 +1,115%
SWM
1050
Segment Wealth Management
Texas
$242K – – –
40 41
42
43 44