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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1126
Fairhaven Wealth Management
Illinois
$298K +$117 +1 +0%
KFS
1127
Kurt F. Somerville
$296K – – –
SCA
1128
Stuart Chaussee & Associates
California
$295K – – –
HPC
1129
HM Payson & Co
Maine
$292K +$468 +4 +0.2%
IAN
1130
Integrated Advisors Network
Texas
$292K +$264K +2,263 New
LNB
1131
Ledyard National Bank
$290K -$11.7K -100 -4%
ST
1132
Smithfield Trust
Pennsylvania
$290K -$6.43K -55 -2%
CAMG
1133
CWA Asset Management Group
Florida
$289K -$2.34K -20 -0.9%
SW
1134
SkyOak Wealth
Michigan
$289K +$8.65K +74 +4%
CPA
1135
Clear Perspective Advisors
Illinois
$289K +$262K +2,240 New
TCPWM
1136
Traverso Chambers Private Wealth Management
California
$288K – – –
S
1137
SimplyRich
California
$287K +$260K +2,223 New
BIM
1138
Bridges Investment Management
Nebraska
$284K -$17.5K -150 -6%
HCA
1139
Horan Capital Advisors
Ohio
$284K – – –
NFG
1140
Next Financial Group
Texas
$281K -$28.6K -245 -10%
SIAP
1141
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$279K -$2.92K -25 -1%
GTCM
1142
Gyon Technologies Capital Management
New Jersey
$278K -$207K -1,774 -45%
ACI
1143
Alpha Cubed Investments
California
$276K +$9.35K +80 +4%
TCBWMS
1144
Texas Capital Bank Wealth Management Services
Texas
$276K +$250K +2,142 New
PAM
1145
Private Asset Management
California
$274K -$14.5K -124 -6%
GCP
1146
GSA Capital Partners
United Kingdom
$273K +$248K +2,119 New
EVC
1147
Eidelman Virant Capital
Missouri
$272K -$1.45M -12,425 -86%
BWP
1148
BSW Wealth Partners
Colorado
$272K +$3.51K +30 +1%
JF
1149
Jump Financial
Illinois
$272K +$27.9K +239 +13%
JAG
1150
Journey Advisory Group
Kentucky
$272K +$246K +2,105 New
44 45
46
47 48