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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOH
1051
First National Bank of Hutchinson
Kansas
$573K +$63.7K +386 +12%
BP
1052
Ballentine Partners
Massachusetts
$571K +$166K +1,005 +39%
ISWM
1053
Independent Solutions Wealth Management
New York
$570K -$4.46K -27 -0.8%
GP
1054
Geneva Partners
Wisconsin
$569K -$1.65K -10 -0.3%
SFWA
1055
Summit Financial Wealth Advisors
Louisiana
$568K – – –
KW
1056
KWB Wealth
California
$568K +$17.7K +107 +3%
TFA
1057
Transamerica Financial Advisors
Florida
$568K +$22.1K +134 +4%
GCMG
1058
Gyroscope Capital Management Group
Florida
$564K -$6.44K -39 -1%
SP
1059
Successful Portfolios
Florida
$564K -$3.3K -20 -0.6%
CL
1060
Choreo LLC
Illinois
$564K +$4.46K +27 +0.8%
CRC
1061
Curi RMB Capital
Illinois
$562K -$59.4K -360 -9%
LFAS
1062
Level Four Advisory Services
Texas
$561K -$45.4K -275 -7%
MTC
1063
McDaniel Terry & Co
Texas
$561K – – –
PSB
1064
Piscataqua Savings Bank
New Hampshire
$560K +$17.5K +106 +3%
VWM
1065
Vigilare Wealth Management
Arizona
$560K +$50.3K +305 +10%
ECG
1066
Edge Capital Group
Georgia
$560K +$73.3K +444 +15%
CDH
1067
Charles D. Hyman
$554K -$330 -2 -0.1%
PA
1068
Profund Advisors
Maryland
$549K +$3.63K +22 +0.6%
MFG
1069
MidWestOne Financial Group
Iowa
$548K -$37.8K -229 -6%
WC
1070
Whitney & Co
New York
$546K – – –
ACM
1071
Advisors Capital Management
New Jersey
$541K +$5.78K +35 +1%
SW
1072
SteelPeak Wealth
California
$540K +$1.98K +12 +0.4%
XWM
1073
Xcel Wealth Management
Florida
$538K – – –
UF
1074
Univest Financial
Pennsylvania
$537K -$52.2K -316 -9%
EI
1075
Ellevest Inc
New York
$537K +$19.3K +117 +4%
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