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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1126
Berkshire Bank
Massachusetts
$520K +$95.1K +575 +24%
CGH
1127
CMG Global Holdings
Texas
$516K – – –
NAS
1128
Nicolet Advisory Services
Wisconsin
$515K +$49.1K +297 +11%
TW
1129
TrinityPoint Wealth
Connecticut
$508K +$827 +5 +0.2%
CRC
1130
Curi RMB Capital
Illinois
$508K +$70.4K +426 +17%
TF
1131
Trek Financial
Arizona
$507K -$72.2K -437 -13%
LWAM
1132
Legacy Wealth Asset Management
Minnesota
$505K +$2.65K +16 +0.6%
PWA
1133
Primoris Wealth Advisors
Florida
$504K – – –
WC
1134
Whitney & Co
New York
$504K -$82.7K -500 -15%
NP
1135
NorthRock Partners
Minnesota
$504K +$46.5K +281 +11%
FWM
1136
Forza Wealth Management
Florida
$503K – – –
XWM
1137
Xcel Wealth Management
Florida
$503K – – –
VCA
1138
Verdence Capital Advisors
Maryland
$501K -$23.3K -141 -5%
FMTCOCP
1139
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$500K +$49.6K +300 +12%
WKWM
1140
Walter & Keenan Wealth Management
Indiana
$499K – – –
GP
1141
Geneva Partners
Wisconsin
$497K -$33.4K -202 -7%
WSFS
1142
Wilmington Savings Fund Society
Delaware
$496K -$63K -381 -12%
SC
1143
Sawyer & Company
Massachusetts
$496K -$19.8K -120 -4%
MMPW
1144
Mitchell McLeod Pugh & Williams
Alabama
$495K – – –
TFA
1145
Transamerica Financial Advisors
Florida
$494K -$269K -1,626 -36%
BTI
1146
Blue Trust Inc
Georgia
$494K -$27.4K -166 -5%
MYIA
1147
Mount Yale Investment Advisors
Colorado
$493K -$2.65K -16 -0.6%
CWA
1148
Clearview Wealth Advisors
Oregon
$490K -$6.45K -39 -1%
ISWM
1149
Independent Solutions Wealth Management
New York
$488K -$2.48K -15 -0.5%
NIC
1150
Northwest Investment Counselors
Oregon
$482K -$71.1K -430 -13%
44 45
46
47 48