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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1201
Roble Belko & Company
Pennsylvania
$417K -$379K -2,473 -49%
F4L
1202
Fortune 45 LLC
Louisiana
$417K +$306 +2 +0.1%
CCWM
1203
Cassaday & Co Wealth Management
Virginia
$414K -$16.7K -109 -4%
VFA
1204
Values First Advisors
Tennessee
$412K -$5.36K -35 -1%
CRC
1205
Curi RMB Capital
Illinois
$408K -$156K -1,017 -29%
JWM
1206
Jupiter Wealth Management
Colorado
$408K – – –
PL
1207
Parthenon LLC
Kentucky
$408K – – –
RP
1208
Riverbridge Partners
Minnesota
$408K – – –
NRI
1209
NFP Retirement Inc
California
$405K +$14.7K +96 +4%
RWS
1210
Resolute Wealth Strategies
Mississippi
$405K +$380K +2,479 New
SIM
1211
Sentry Investment Management
Wisconsin
$403K -$209K -1,366 -36%
CIM
1212
Contravisory Investment Management
Massachusetts
$401K -$39.2K -256 -9%
MSFP
1213
Mark Sheptoff Financial Planning
Connecticut
$400K -$15.3K -100 -4%
FMC
1214
First Merchants Corp
Indiana
$400K – – –
SCM
1215
SevenOneSeven Capital Management
Pennsylvania
$400K -$52.1K -340 -13%
HCA
1216
Horan Capital Advisors
Ohio
$399K +$52.8K +345 +16%
AF
1217
Advisornet Financial
Minnesota
$398K +$3.98K +26 +1%
V
1218
ViaWealth
Kansas
$398K – – –
AC
1219
Abbrea Capital
California
$398K – – –
GFP
1220
Gryphon Financial Partners
Ohio
$397K -$306 -2 -0.1%
BB
1221
Berkshire Bank
Massachusetts
$395K -$15.3K -100 -4%
FNT
1222
First Nebraska Trust
Nebraska
$395K – – –
CW
1223
CreativeOne Wealth
Kansas
$394K +$118K +771 +47%
CCB
1224
Cutter & Co Brokerage
Missouri
$394K +$613 +4 +0.2%
BDFN
1225
Bond & Devick Financial Network
Minnesota
$392K – – –
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49
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