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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
1026
Orion Portfolio Solutions
Nebraska
$642K +$11.7K +73 +2%
CWM
1027
Cahaba Wealth Management
Georgia
$641K +$6.59K +41 +1%
DHGWA
1028
Dixon Hughes Goodman Wealth Advisors
North Carolina
$641K +$618K +3,842 New
GCAC
1029
Guardian Capital Advisors (Canada)
Ontario, Canada
$638K -$406K -2,525 -39%
MGIA
1030
Moneta Group Investment Advisors
Missouri
$638K +$147K +917 +32%
FFS
1031
Founders Financial Securities
Maryland
$636K -$121K -751 -16%
BA
1032
Bluesphere Advisors
Pennsylvania
$635K – – –
NL
1033
Navalign LLC
California
$634K -$48.9K -304 -7%
FCH
1034
Freestone Capital Holdings
Washington
$633K +$158K +981 +35%
NFG
1035
Next Financial Group
Texas
$631K +$83.9K +522 +16%
GCMG
1036
Gyroscope Capital Management Group
Florida
$630K -$141K -876 -19%
GP
1037
Geneva Partners
Wisconsin
$630K -$11.3K -70 -2%
BFO
1038
Biltmore Family Office
North Carolina
$625K – – –
JWCA
1039
J.W. Cole Advisors
Florida
$623K -$27K -168 -4%
NCM
1040
NCM Capital Management
New Jersey
$622K +$599K +3,725 New
LW
1041
Linscomb Wealth
Texas
$618K +$13.3K +83 +2%
SIM
1042
Sentry Investment Management
Wisconsin
$616K -$917K -5,702 -61%
GIA
1043
Gladstone Institutional Advisory
Florida
$615K +$114K +708 +24%
DAC
1044
Dividend Assets Capital
South Carolina
$609K -$45.2K -281 -7%
KWMG
1045
King Wealth Management Group
Florida
$608K -$2.09K -13 -0.4%
CRI
1046
Colonial River Investments
Virginia
$606K -$1.59M -9,913 -73%
B
1047
Barings
North Carolina
$605K -$37.9K -236 -6%
MWM
1048
Minot Wealth Management
Massachusetts
$604K -$14.3K -89 -2%
GM
1049
GeoWealth Management
Illinois
$603K +$2.25K +14 +0.4%
BS
1050
Bessemer Securities
New York
$603K +$70.1K +436 +14%
40 41
42
43 44