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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
RE
1026
RBC Europe
United Kingdom
$378K -$8.51K -73 -2%
GL
1027
Graypoint LLC
New York
$378K – – –
RC
1028
RegentAtlantic Capital
New Jersey
$377K -$395K -3,387 -51%
MHC
1029
Meyer Handelman Company
New York
$377K – – –
SC
1030
Sawyer & Company
Massachusetts
$377K – – –
CWA
1031
Clearview Wealth Advisors
Oregon
$376K +$372K +3,186 New
CWM
1032
Cordatus Wealth Management
Pennsylvania
$376K +$372K +3,190 New
GRP
1033
Global Retirement Partners
California
$374K -$48K -412 -12%
EIA
1034
Eldridge Investment Advisors
New Hampshire
$374K – – –
PIM
1035
Perpetual Investment Management
Australia
$373K +$372K +3,189 New
AWE
1036
Avidian Wealth Enterprises
Texas
$368K +$9.21K +79 +3%
TVAMP
1037
Tennessee Valley Asset Management Partners
Tennessee
$367K +$363K +3,113 New
SWM
1038
SVA Wealth Management
Wisconsin
$366K +$46.6K +400 +15%
BWP
1039
Bernardo Wealth Planning
Pennsylvania
$365K – – –
EI
1040
Ellevest Inc
New York
$365K – – –
SFP
1041
Shepherd Financial Partners
Massachusetts
$365K +$117 +1 +0%
BRM
1042
Boston Research & Management
Massachusetts
$364K – – –
EMG
1043
ETF Managers Group
New Jersey
$362K -$88.9K -762 -20%
AG
1044
AlphaSimPlex Group
Massachusetts
$362K – – –
OSNBOA
1045
Old Second National Bank of Aurora
Illinois
$362K – – –
BP
1046
Ballentine Partners
Massachusetts
$361K -$170K -1,455 -32%
TNBTD
1047
Trustmark National Bank Trust Department
Mississippi
$360K -$31.5K -270 -8%
BOS
1048
Bank of Stockton
California
$360K -$2.92K -25 -0.8%
CRC
1049
Curi RMB Capital
Illinois
$357K +$58.5K +502 +20%
AWM
1050
Altium Wealth Management
New York
$356K +$16.7K +143 +5%
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