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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1126
Nicolet Advisory Services
Wisconsin
$515K +$49.1K +297 +11%
TW
1127
TrinityPoint Wealth
Connecticut
$508K +$827 +5 +0.2%
CRC
1128
Curi RMB Capital
Illinois
$508K +$70.4K +426 +17%
TF
1129
Trek Financial
Arizona
$507K -$72.2K -437 -13%
LWAM
1130
Legacy Wealth Asset Management
Minnesota
$505K +$2.65K +16 +0.6%
PWA
1131
Primoris Wealth Advisors
Florida
$504K – – –
WC
1132
Whitney & Co
New York
$504K -$82.7K -500 -15%
NP
1133
NorthRock Partners
Minnesota
$504K +$46.5K +281 +11%
FWM
1134
Forza Wealth Management
Florida
$503K – – –
XWM
1135
Xcel Wealth Management
Florida
$503K – – –
VCA
1136
Verdence Capital Advisors
Maryland
$501K -$23.3K -141 -5%
FMTCOCP
1137
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$500K +$49.6K +300 +12%
WKWM
1138
Walter & Keenan Wealth Management
Indiana
$499K – – –
GP
1139
Geneva Partners
Wisconsin
$497K -$33.4K -202 -7%
WSFS
1140
Wilmington Savings Fund Society
Delaware
$496K -$63K -381 -12%
SC
1141
Sawyer & Company
Massachusetts
$496K -$19.8K -120 -4%
MMPW
1142
Mitchell McLeod Pugh & Williams
Alabama
$495K – – –
TFA
1143
Transamerica Financial Advisors
Florida
$494K -$269K -1,626 -36%
BTI
1144
Blue Trust Inc
Georgia
$494K -$27.4K -166 -5%
MYIA
1145
Mount Yale Investment Advisors
Colorado
$493K -$2.65K -16 -0.6%
CWA
1146
Clearview Wealth Advisors
Oregon
$490K -$6.45K -39 -1%
ISWM
1147
Independent Solutions Wealth Management
New York
$488K -$2.48K -15 -0.5%
NIC
1148
Northwest Investment Counselors
Oregon
$482K -$71.1K -430 -13%
S
1149
SimplyRich
California
$481K – – –
AAB
1150
ABN AMRO Bank
Netherlands
$480K +$458K +2,772 New
44 45
46
47 48