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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
1051
Point72 Hong Kong
Hong Kong
$237K -$844K -7,359 -74%
GIM
1052
Goelzer Investment Management
Indiana
$237K -$5.74K -50 -2%
CRWM
1053
Castle Rock Wealth Management
California
$236K -$446K -3,891 -62%
ADBIC
1054
A.D. Beadell Investment Counsel
Wisconsin
$236K – – –
HPWM
1055
Highland Private Wealth Management
Washington
$234K +$3.1K +27 +1%
RA
1056
RFG Advisory
Alabama
$233K -$23.9K -208 -8%
OIA
1057
OneDigital Investment Advisors
Kansas
$233K +$288K +2,513 New
MMPW
1058
Mitchell McLeod Pugh & Williams
Alabama
$232K -$83.2K -725 -22%
PL
1059
Parthenon LLC
Kentucky
$231K – – –
WT
1060
Washington Trust
Rhode Island
$231K +$286K +2,491 New
JIP
1061
JBJ Investment Partners
South Carolina
$230K +$28.4K +248 +11%
PAM
1062
Private Asset Management
California
$228K +$22.9K +200 +9%
AW
1063
ACG Wealth
Georgia
$228K +$282K +2,458 New
GFS
1064
GYL Financial Synergies
Connecticut
$227K -$34.5K -301 -11%
NCP
1065
NexWave Capital Partners
New York
$226K – – –
FWM
1066
Fairhaven Wealth Management
Illinois
$226K +$1.15K +10 +0.4%
KFS
1067
Kurt F. Somerville
$224K +$34.4K +300 +14%
OPS
1068
Orion Portfolio Solutions
Nebraska
$224K +$75.9K +662 +38%
CPA
1069
Court Place Advisors
Maryland
$222K – – –
MLFP
1070
MPS Loria Financial Planners
Illinois
$222K +$688 +6 +0.2%
CIC
1071
Chilton Investment Company
Connecticut
$220K -$234K -2,040 -46%
CGL
1072
Clarius Group LLC
Washington
$219K -$8.83K -77 -3%
CCM
1073
Coldstream Capital Management
Washington
$219K -$7.92K -69 -3%
IEFM
1074
IQ EQ Fund Management
Ireland
$219K – – –
AW
1075
Alpha Windward
Massachusetts
$218K -$13.5K -118 -5%
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