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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
UF
1026
Univest Financial
Pennsylvania
$561K -$21.9K -140 -4%
JF
1027
JSF Financial
California
$561K +$50K +319 +10%
MYIA
1028
Mount Yale Investment Advisors
Colorado
$560K -$20.2K -129 -3%
SFWA
1029
Summit Financial Wealth Advisors
Louisiana
$560K +$60.6K +387 +12%
MFG
1030
MidWestOne Financial Group
Iowa
$559K -$150K -955 -21%
MA
1031
MONECO Advisors
Connecticut
$559K +$157 +1 +0%
PAS
1032
Park Avenue Securities
New York
$559K +$73.3K +468 +15%
SAM
1033
Shell Asset Management
Netherlands
$555K -$17.5K -112 -3%
KWMG
1034
King Wealth Management Group
Florida
$555K +$157 +1 +0%
TC
1035
Truvestments Capital
Florida
$553K +$3.13K +20 +0.6%
RI
1036
Redwood Investments
Massachusetts
$552K -$265K -1,694 -32%
BS
1037
Bessemer Securities
New York
$552K – – –
CIM
1038
CIM Investment Management
Pennsylvania
$549K -$2.98K -19 -0.5%
ISWM
1039
Independent Solutions Wealth Management
New York
$549K -$161K -1,028 -22%
LW
1040
Linscomb Wealth
Texas
$547K -$19.6K -125 -3%
JFGIW
1041
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$547K +$1.72K +11 +0.3%
GP
1042
Geneva Partners
Wisconsin
$545K -$18.8K -120 -3%
GCMG
1043
Gyroscope Capital Management Group
Florida
$545K +$12.4K +79 +2%
SP
1044
Successful Portfolios
Florida
$541K -$470 -3 -0.1%
BFG
1045
Barber Financial Group
Kansas
$539K +$551K +3,521 New
RWA
1046
RGT Wealth Advisors
Texas
$538K +$551K +3,520 New
CI
1047
Conning Inc
Connecticut
$537K -$3.76K -24 -0.7%
MTC
1048
McDaniel Terry & Co
Texas
$535K – – –
CCS
1049
Concentric Capital Strategies
Connecticut
$535K +$548K +3,500 New
CL
1050
Choreo LLC
Illinois
$534K +$313 +2 +0.1%
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