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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1051
Highland Private Wealth Management
Washington
$234K +$3.1K +27 +1%
RA
1052
RFG Advisory
Alabama
$233K -$23.9K -208 -8%
OIA
1053
OneDigital Investment Advisors
Kansas
$233K +$288K +2,513 New
MMPW
1054
Mitchell McLeod Pugh & Williams
Alabama
$232K -$83.2K -725 -22%
PL
1055
Parthenon LLC
Kentucky
$231K – – –
WT
1056
Washington Trust
Rhode Island
$231K +$286K +2,491 New
JIP
1057
JBJ Investment Partners
South Carolina
$230K +$28.4K +248 +11%
PAM
1058
Private Asset Management
California
$228K +$22.9K +200 +9%
AW
1059
ACG Wealth
Georgia
$228K +$282K +2,458 New
GFS
1060
GYL Financial Synergies
Connecticut
$227K -$34.5K -301 -11%
NCP
1061
NexWave Capital Partners
New York
$226K – – –
FWM
1062
Fairhaven Wealth Management
Illinois
$226K +$1.15K +10 +0.4%
KFS
1063
Kurt F. Somerville
$224K +$34.4K +300 +14%
OPS
1064
Orion Portfolio Solutions
Nebraska
$224K +$75.9K +662 +38%
CPA
1065
Court Place Advisors
Maryland
$222K – – –
MLFP
1066
MPS Loria Financial Planners
Illinois
$222K +$688 +6 +0.2%
CIC
1067
Chilton Investment Company
Connecticut
$220K -$234K -2,040 -46%
CGL
1068
Clarius Group LLC
Washington
$219K -$8.83K -77 -3%
CCM
1069
Coldstream Capital Management
Washington
$219K -$7.92K -69 -3%
IEFM
1070
IQ EQ Fund Management
Ireland
$219K – – –
AW
1071
Alpha Windward
Massachusetts
$218K -$13.5K -118 -5%
DBT
1072
Dubuque Bank & Trust
Iowa
$218K +$28.7K +250 +12%
WP
1073
WealthPLAN Partners
Nebraska
$216K -$16.5K -144 -6%
TCPWM
1074
Traverso Chambers Private Wealth Management
California
$216K -$2.64K -23 -1%
SB
1075
Simmons Bank
Arkansas
$216K – – –
41 42
43
44 45