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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1201
Tradition Wealth Management
Minnesota
$610K -$19.8K -101 -3%
CWM
1202
Cahaba Wealth Management
Georgia
$610K -$12.8K -65 -2%
CRC
1203
Curi RMB Capital
Illinois
$605K +$187K +952 +50%
SB
1204
Simmons Bank
Arkansas
$604K -$40.9K -208 -7%
MFG
1205
Magnus Financial Group
New York
$604K +$40.1K +204 +8%
CCWM
1206
Cassaday & Co Wealth Management
Virginia
$604K +$75.3K +383 +16%
IAIM
1207
International Assets Investment Management
Florida
$604K +$3.73K +19 +0.7%
S
1208
SimplyRich
California
$600K +$7.27K +37 +1%
NIC
1209
Northwest Investment Counselors
Oregon
$599K – – –
JIC
1210
Joel Isaacson & Co
New York
$598K +$4.91K +25 +0.9%
P
1211
Pitcairn
Pennsylvania
$596K +$34.8K +177 +7%
SC
1212
Sawyer & Company
Massachusetts
$596K -$12.8K -65 -2%
AT
1213
Arvest Trust
Oklahoma
$591K +$278K +1,417 +104%
MF
1214
Meridian Financial
Massachusetts
$591K -$33.6K -171 -6%
FFA
1215
Farther Finance Advisors
California
$590K +$78.6K +400 +17%
GLR
1216
Great Lakes Retirement
Ohio
$590K -$9.83K -50 -2%
MWM
1217
Modera Wealth Management
New Jersey
$589K +$13K +66 +2%
KA
1218
KLCM Advisors
Wisconsin
$587K +$167K +850 +45%
WC
1219
Whitney & Co
New York
$586K – – –
BFWM
1220
Bright Futures Wealth Management
New York
$584K +$539K +2,745 New
GT
1221
Glenview Trust
Kentucky
$580K -$48.3K -246 -8%
AP
1222
Atwood & Palmer
Missouri
$577K – – –
CPA
1223
Court Place Advisors
Maryland
$576K – – –
PWA
1224
Primoris Wealth Advisors
Florida
$575K -$21.6K -110 -4%
KCIC
1225
Kuhn & Co Investment Counsel
Illinois
$574K – – –
47 48
49
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