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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1176
TrinityPoint Wealth
Connecticut
$525K +$168 +1 +0%
CWM
1177
Cahaba Wealth Management
Georgia
$524K -$21.8K -130 -4%
JDR
1178
Jay D. Rosenbaum
$523K -$502K -2,991 -51%
SGI
1179
Summit Global Investments
Utah
$523K -$85.5K -510 -15%
AT
1180
Arden Trust
Delaware
$522K -$8.22K -49 -2%
FWM
1181
Forza Wealth Management
Florida
$520K – – –
UFF
1182
USA Financial Formulas
Michigan
$517K +$482K +2,873 +26,118%
VFA
1183
Values First Advisors
Tennessee
$516K +$78.8K +470 +19%
FIA
1184
Foundations Investment Advisors
Arizona
$516K +$2.52K +15 +0.6%
MHIC
1185
Marble Harbor Investment Counsel
Massachusetts
$515K – – –
SC
1186
Sawyer & Company
Massachusetts
$512K – – –
GI
1187
Gradient Investments
Minnesota
$506K -$7.12M -42,473 -94%
GLR
1188
Great Lakes Retirement
Ohio
$504K -$24.3K -145 -5%
IAIM
1189
International Assets Investment Management
Florida
$504K -$131K -779 -22%
NIC
1190
Northwest Investment Counselors
Oregon
$504K – – –
GAM
1191
Gotham Asset Management
New York
$502K +$169K +1,007 +56%
AAB
1192
ABN AMRO Bank
Netherlands
$499K – – –
PWA
1193
Primoris Wealth Advisors
Florida
$498K – – –
JIC
1194
Joel Isaacson & Co
New York
$498K +$14.3K +85 +3%
S
1195
SimplyRich
California
$497K +$168 +1 +0%
PSCM
1196
Per Stirling Capital Management
Texas
$493K +$168 +1 +0%
WC
1197
Whitney & Co
New York
$493K – – –
FNBT
1198
FineMark National Bank & Trust
Florida
$492K +$15.1K +90 +3%
AWM
1199
Angeles Wealth Management
California
$486K +$671 +4 +0.1%
CWA
1200
Clearview Wealth Advisors
Oregon
$485K -$8.38K -50 -2%
46 47
48
49 50