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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
1201
Moloney Securities Asset Management
Missouri
$643K -$624 -3 -0.1%
RC
1202
RBO & Co
California
$640K – – –
TA
1203
TCM Advisors
West Virginia
$640K – – –
SP
1204
Successful Portfolios
Florida
$637K -$78.8K -379 -11%
LWAM
1205
Legacy Wealth Asset Management
Minnesota
$637K +$4.16K +20 +0.7%
CGH
1206
CMG Global Holdings
Texas
$634K – – –
JIC
1207
Joel Isaacson & Co
New York
$634K +$34.5K +166 +6%
NRI
1208
NFP Retirement Inc
California
$629K +$624 +3 +0.1%
AA
1209
Auxano Advisors
Washington
$627K +$611K +2,939 New
TCM
1210
Tributary Capital Management
Nebraska
$626K -$183K -880 -23%
TW
1211
TrinityPoint Wealth
Connecticut
$626K +$416 +2 +0.1%
KP
1212
Keel Point
Alabama
$623K +$163K +784 +35%
AFP
1213
Ausdal Financial Partners
Iowa
$621K -$13.3K -64 -2%
JWM
1214
Jeppson Wealth Management
California
$619K -$15.6K -75 -3%
FWM
1215
Forza Wealth Management
Florida
$619K – – –
XWM
1216
Xcel Wealth Management
Florida
$619K -$22.2K -107 -4%
FRM
1217
Fox Run Management
Connecticut
$618K +$365K +1,756 +154%
MHIC
1218
Marble Harbor Investment Counsel
Massachusetts
$614K – – –
S
1219
SimplyRich
California
$610K +$10.4K +50 +2%
SB
1220
Simmons Bank
Arkansas
$609K +$3.53K +17 +0.6%
AP
1221
Appleton Partners
Massachusetts
$606K -$18.7K -90 -3%
CA
1222
Claro Advisors
Massachusetts
$601K +$98.7K +475 +20%
NIC
1223
Northwest Investment Counselors
Oregon
$600K – – –
PCM
1224
Prelude Capital Management
New York
$600K +$585K +2,812 New
AT
1225
Arvest Trust
Oklahoma
$600K +$7.48K +36 +1%
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