We are live on ! Find out more
WM icon

Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1151
Simplicity Wealth
New Jersey
$554K +$518K +3,091 New
BRM
1152
Boston Research & Management
Massachusetts
$553K – – –
FFA
1153
First Foundation Advisors
California
$553K -$200K -1,194 -28%
9WM
1154
9258 Wealth Management
Ohio
$551K -$10.7K -64 -2%
MCM
1155
Morton Capital Management
California
$549K – – –
NL
1156
NWAM LLC
Washington
$548K +$21.8K +130 +4%
SIC
1157
Shoker Investment Counsel
Ohio
$548K +$335 +2 +0.1%
SB
1158
Simmons Bank
Arkansas
$545K -$52.7K -314 -9%
MFC
1159
Mechanics Financial Corp
Ohio
$545K +$11.7K +70 +2%
VCA
1160
Verdence Capital Advisors
Maryland
$544K +$5.7K +34 +1%
CG
1161
Caprock Group
Idaho
$541K +$45.8K +273 +10%
MSAM
1162
Moloney Securities Asset Management
Missouri
$540K +$335 +2 +0.1%
HGERS
1163
Householder Group Estate & Retirement Specialist
Arizona
$539K -$248K -1,481 -33%
AP
1164
Appleton Partners
Massachusetts
$539K -$39.4K -235 -7%
XWM
1165
Xcel Wealth Management
Florida
$538K +$168 +1 +0%
RC
1166
RBO & Co
California
$537K – – –
GWANC
1167
Guardian Wealth Advisors (North Carolina)
North Carolina
$536K +$6.88K +41 +1%
JWM
1168
Jeppson Wealth Management
California
$535K +$37.7K +225 +8%
CBTWT
1169
Community Bank & Trust (Waco, Texas)
Texas
$535K +$121K +723 +32%
PS
1170
Principal Securities
Iowa
$532K +$498K +2,971 New
SIA
1171
Schechter Investment Advisors
Michigan
$532K -$12.7K -76 -2%
GT
1172
Glenview Trust
Kentucky
$531K +$93.4K +557 +23%
TWM
1173
Tradition Wealth Management
Minnesota
$531K – – –
LWAM
1174
Legacy Wealth Asset Management
Minnesota
$529K +$671 +4 +0.1%
MF
1175
Meridian Financial
Massachusetts
$527K +$3.35K +20 +0.7%
45 46
47
48 49