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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1051
Cahaba Wealth Management
Georgia
$605K -$7.81K -51 -1%
BA
1052
Bluesphere Advisors
Pennsylvania
$603K – – –
ST
1053
Spinnaker Trust
Maine
$602K -$789K -5,150 -58%
SW
1054
SteelPeak Wealth
California
$601K -$1.84K -12 -0.3%
DWA
1055
Delos Wealth Advisors
Texas
$600K -$1.99M -12,961 -78%
CGL
1056
Clarius Group LLC
Washington
$595K – – –
AU
1057
Algebris (UK)
United Kingdom
$594K -$180K -1,176 -24%
AWAP
1058
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$593K – – –
SF
1059
Symphony Financial
Texas
$592K -$9.04K -59 -2%
DBT
1060
Dubuque Bank & Trust
Iowa
$591K -$22.7K -148 -4%
KCM
1061
Kathmere Capital Management
Pennsylvania
$590K +$200K +1,309 +57%
OIA
1062
OneDigital Investment Advisors
Kansas
$589K +$106K +695 +24%
KWMG
1063
King Wealth Management Group
Florida
$586K +$306 +2 +0.1%
WPC
1064
Wedmont Private Capital
Pennsylvania
$583K +$60K +392 +12%
VCP
1065
Verus Capital Partners
Arizona
$582K +$55.1K +360 +11%
TCA
1066
Transcend Capital Advisors
New Jersey
$579K +$138K +900 +34%
WB
1067
WesBanco Bank
West Virginia
$578K +$9.19K +60 +2%
KC
1068
Kades & Cheifetz
Pennsylvania
$576K +$919 +6 +0.2%
ITFISA
1069
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$575K +$70.5K +460 +15%
FPAS
1070
Focus Partners Advisor Solutions
Missouri
$574K +$184K +1,202 +52%
SP
1071
Successful Portfolios
Florida
$573K -$306 -2 -0.1%
AP
1072
Appleton Partners
Massachusetts
$573K -$33.2K -217 -6%
MTC
1073
McDaniel Terry & Co
Texas
$571K – – –
RA
1074
RFG Advisory
Alabama
$570K -$34.8K -227 -6%
GCMG
1075
Gyroscope Capital Management Group
Florida
$568K +$10.7K +70 +2%
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