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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1026
Park Avenue Securities
New York
$559K +$73.3K +468 +15%
SAM
1027
Shell Asset Management
Netherlands
$555K -$17.5K -112 -3%
KWMG
1028
King Wealth Management Group
Florida
$555K +$157 +1 +0%
TC
1029
Truvestments Capital
Florida
$553K +$3.13K +20 +0.6%
RI
1030
Redwood Investments
Massachusetts
$552K -$265K -1,694 -32%
BS
1031
Bessemer Securities
New York
$552K – – –
CIM
1032
CIM Investment Management
Pennsylvania
$549K -$2.98K -19 -0.5%
ISWM
1033
Independent Solutions Wealth Management
New York
$549K -$161K -1,028 -22%
LW
1034
Linscomb Wealth
Texas
$547K -$19.6K -125 -3%
JFGIW
1035
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$547K +$1.72K +11 +0.3%
GP
1036
Geneva Partners
Wisconsin
$545K -$18.8K -120 -3%
GCMG
1037
Gyroscope Capital Management Group
Florida
$545K +$12.4K +79 +2%
SP
1038
Successful Portfolios
Florida
$541K -$470 -3 -0.1%
BFG
1039
Barber Financial Group
Kansas
$539K +$551K +3,521 New
RWA
1040
RGT Wealth Advisors
Texas
$538K +$551K +3,520 New
CI
1041
Conning Inc
Connecticut
$537K -$3.76K -24 -0.7%
MTC
1042
McDaniel Terry & Co
Texas
$535K – – –
CCS
1043
Concentric Capital Strategies
Connecticut
$535K +$548K +3,500 New
CL
1044
Choreo LLC
Illinois
$534K +$313 +2 +0.1%
ARC
1045
Advisor Resource Council
Texas
$533K +$302K +1,925 +123%
CDH
1046
Charles D. Hyman
$529K +$31.3K +200 +6%
CB
1047
Community Bank
New York
$528K +$83K +530 +18%
BCA
1048
Bay Colony Advisors
Massachusetts
$527K – – –
KW
1049
KWB Wealth
California
$526K +$76.4K +488 +17%
JSL
1050
JT Stratford LLC
Georgia
$525K +$21K +134 +4%
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