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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1051
Biltmore Family Office
North Carolina
$589K – – –
NCM
1052
NCM Capital Management
New Jersey
$586K – – –
AP
1053
Appleton Partners
Massachusetts
$585K -$16.9K -105 -3%
WSFS
1054
Wilmington Savings Fund Society
Delaware
$584K -$16.4K -102 -3%
OCM
1055
Orleans Capital Management
Louisiana
$583K -$48.3K -300 -7%
SF
1056
Symphony Financial
Texas
$583K -$482K -2,997 -45%
SW
1057
SteelPeak Wealth
California
$580K +$52.5K +326 +10%
BA
1058
Bluesphere Advisors
Pennsylvania
$580K -$17.9K -111 -3%
SMC
1059
Smith, Moore & Co
Missouri
$579K -$29K -180 -5%
MA
1060
MONECO Advisors
Connecticut
$574K +$161 +1 +0%
CGL
1061
Clarius Group LLC
Washington
$572K -$21.6K -134 -4%
KIG
1062
Kennedy Investment Group
New Jersey
$570K +$585K +3,635 New
AWAP
1063
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$570K -$14.5K -90 -2%
VI
1064
Versor Investments
New York
$570K +$102K +635 +21%
FNBOH
1065
First National Bank of Hutchinson
Kansas
$564K +$3.54K +22 +0.6%
SFWA
1066
Summit Financial Wealth Advisors
Louisiana
$563K – – –
KWMG
1067
King Wealth Management Group
Florida
$563K +$161 +1 +0%
RA
1068
RFG Advisory
Alabama
$562K +$12.6K +78 +2%
BTI
1069
Blue Trust Inc
Georgia
$559K +$148K +917 +36%
KW
1070
KWB Wealth
California
$558K +$1.45K +9 +0.3%
KC
1071
Kades & Cheifetz
Pennsylvania
$553K +$568K +3,527 New
CRC
1072
Curi RMB Capital
Illinois
$552K +$2.25K +14 +0.4%
SP
1073
Successful Portfolios
Florida
$551K -$483 -3 -0.1%
WAM
1074
Wolverine Asset Management
Illinois
$549K +$563K +3,500 New
MTC
1075
McDaniel Terry & Co
Texas
$549K – – –
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