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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
1101
Northwest Investment Counselors
Oregon
$524K – – –
MHC
1102
Meyer Handelman Company
New York
$522K – – –
MFWP
1103
Mosaic Family Wealth Partners
Missouri
$519K -$1.23K -8 -0.3%
NG
1104
NatWest Group
United Kingdom
$519K -$7.96K -52 -2%
PI
1105
PFG Investments
New York
$519K +$487K +3,179 New
FCP
1106
Fidelis Capital Partners
Florida
$518K +$471K +3,078 New
EIA
1107
Eldridge Investment Advisors
New Hampshire
$517K – – –
FFA
1108
First Foundation Advisors
California
$516K +$919 +6 +0.2%
KA
1109
Kintegral Advisory
New York
$515K -$25.9K -169 -5%
CIA
1110
Choate Investment Advisors
Massachusetts
$514K – – –
MA
1111
MCF Advisors
Kentucky
$511K -$1.99K -13 -0.4%
OC
1112
Oakworth Capital
Alabama
$510K – – –
AWE
1113
Avidian Wealth Enterprises
Texas
$510K -$56.5K -369 -11%
SG
1114
Stonnington Group
California
$509K -$30.6K -200 -6%
LCGC
1115
Legacy Capital Group California
California
$508K +$477K +3,114 New
TWM
1116
Tradition Wealth Management
Minnesota
$508K +$294K +1,918 +161%
CAM
1117
Cozad Asset Management
Illinois
$506K -$6.43K -42 -1%
GFL
1118
Granite FO LLC
New Hampshire
$505K +$466K +3,040 New
BRM
1119
Boston Research & Management
Massachusetts
$504K – – –
BFA
1120
Beaumont Financial Advisors
Massachusetts
$503K +$9.19K +60 +2%
DAC
1121
Dividend Assets Capital
South Carolina
$503K – – –
SFWA
1122
Summit Financial Wealth Advisors
Louisiana
$501K -$79.6K -520 -14%
GP
1123
Geneva Partners
Wisconsin
$500K -$50.5K -330 -10%
BTI
1124
Blue Trust Inc
Georgia
$500K -$46.4K -303 -9%
MCM
1125
Morton Capital Management
California
$500K – – –
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46 47