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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1226
Falcon Wealth Planning
California
$571K +$2.75K +14 +0.5%
GI
1227
GS Investments
Minnesota
$570K – – –
AC
1228
Abbrea Capital
California
$570K +$16.7K +85 +3%
MMM
1229
Mendel Money Management
Illinois
$569K +$2.36K +12 +0.5%
FPCP
1230
Fort Point Capital Partners
California
$567K – – –
FNBT
1231
FineMark National Bank & Trust
Florida
$567K -$17.5K -89 -3%
CAM
1232
Creekmur Asset Management
Illinois
$566K +$62.5K +318 +14%
CWA
1233
Clearview Wealth Advisors
Oregon
$565K -$10.8K -55 -2%
HWM
1234
Hohimer Wealth Management
Washington
$565K – – –
VAS
1235
Vestmark Advisory Solutions
Massachusetts
$564K +$36.4K +185 +8%
JFGIW
1236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$564K -$225K -1,146 -30%
BWM
1237
Buska Wealth Management
Wisconsin
$564K +$520K +2,646 New
PSCM
1238
Per Stirling Capital Management
Texas
$563K -$21K -107 -4%
HA
1239
Herold Advisors
New York
$562K -$1.04M -5,308 -67%
VCAM
1240
Van Cleef Asset Management
Ohio
$556K +$197 +1 +0%
AC
1241
Apella Capital
Connecticut
$555K +$197 +1 +0%
CBNLCF
1242
Cognios Beta Neutral Large Cap Fund
Kansas
$554K -$128K -652 -20%
LCWP
1243
Legacy Capital Wealth Partners
Arkansas
$553K +$253K +1,285 +62%
AI
1244
Atom Investors
Texas
$553K -$4.17M -21,214 -89%
ZIG
1245
Zullo Investment Group
Pennsylvania
$552K -$9.43K -48 -2%
CNBT
1246
Canandaigua National Bank & Trust
New York
$551K -$4.91K -25 -1%
GAA
1247
Global Assets Advisory
Florida
$550K +$508K +2,585 New
BIG
1248
Brooklyn Investment Group
New York
$548K +$1.77K +9 +0.4%
BFWA
1249
Benchmark Financial Wealth Advisors
Florida
$548K +$38.5K +196 +8%
SAW
1250
Signal Advisors Wealth
Michigan
$548K +$11K +56 +2%
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