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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1051
Cahaba Wealth Management
Georgia
$590K -$14.3K -89 -2%
BFO
1052
Biltmore Family Office
North Carolina
$589K – – –
NCM
1053
NCM Capital Management
New Jersey
$586K – – –
AP
1054
Appleton Partners
Massachusetts
$585K -$16.9K -105 -3%
WSFS
1055
Wilmington Savings Fund Society
Delaware
$584K -$16.4K -102 -3%
OCM
1056
Orleans Capital Management
Louisiana
$583K -$48.3K -300 -7%
SF
1057
Symphony Financial
Texas
$583K -$482K -2,997 -45%
SW
1058
SteelPeak Wealth
California
$580K +$52.5K +326 +10%
BA
1059
Bluesphere Advisors
Pennsylvania
$580K -$17.9K -111 -3%
SMC
1060
Smith, Moore & Co
Missouri
$579K -$29K -180 -5%
MA
1061
MONECO Advisors
Connecticut
$574K +$161 +1 +0%
CGL
1062
Clarius Group LLC
Washington
$572K -$21.6K -134 -4%
KIG
1063
Kennedy Investment Group
New Jersey
$570K +$585K +3,635 New
AWAP
1064
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$570K -$14.5K -90 -2%
VI
1065
Versor Investments
New York
$570K +$102K +635 +21%
FNBOH
1066
First National Bank of Hutchinson
Kansas
$564K +$3.54K +22 +0.6%
SFWA
1067
Summit Financial Wealth Advisors
Louisiana
$563K – – –
KWMG
1068
King Wealth Management Group
Florida
$563K +$161 +1 +0%
RA
1069
RFG Advisory
Alabama
$562K +$12.6K +78 +2%
BTI
1070
Blue Trust Inc
Georgia
$559K +$148K +917 +36%
KW
1071
KWB Wealth
California
$558K +$1.45K +9 +0.3%
KC
1072
Kades & Cheifetz
Pennsylvania
$553K +$568K +3,527 New
CRC
1073
Curi RMB Capital
Illinois
$552K +$2.25K +14 +0.4%
SP
1074
Successful Portfolios
Florida
$551K -$483 -3 -0.1%
WAM
1075
Wolverine Asset Management
Illinois
$549K +$563K +3,500 New
41 42
43
44 45