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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
1226
Trust Point Inc
Wisconsin
$596K -$65.3K -314 -10%
GT
1227
Glenview Trust
Kentucky
$596K +$15K +72 +3%
MMM
1228
Mendel Money Management
Illinois
$595K +$24.9K +120 +4%
FWP
1229
Falcon Wealth Planning
California
$592K +$19.7K +95 +4%
MF
1230
Meridian Financial
Massachusetts
$591K – – –
SC
1231
Sawyer & Company
Massachusetts
$591K -$5.2K -25 -0.9%
TWM
1232
Tradition Wealth Management
Minnesota
$590K -$20K -96 -3%
HWA
1233
Heritage Wealth Advisors
Virginia
$590K -$53.8K -259 -9%
MWM
1234
Modera Wealth Management
New Jersey
$585K -$3.95K -19 -0.7%
IAIM
1235
International Assets Investment Management
Florida
$585K -$19.3K -93 -3%
CA
1236
CoreCap Advisors
Michigan
$585K +$101K +485 +21%
WC
1237
Whitney & Co
New York
$581K -$5.2K -25 -0.9%
WIA
1238
World Investment Advisors
California
$581K +$566K +2,724 New
AP
1239
Atwood & Palmer
Missouri
$578K – – –
CPA
1240
Court Place Advisors
Maryland
$577K – – –
PWA
1241
Primoris Wealth Advisors
Florida
$576K – – –
FPCP
1242
Fort Point Capital Partners
California
$573K +$5.2K +25 +0.9%
MC
1243
Machina Capital
France
$573K +$558K +2,684 New
CWM
1244
Cahaba Wealth Management
Georgia
$572K -$37.6K -181 -6%
KA
1245
KLCM Advisors
Wisconsin
$571K -$15.6K -75 -3%
AT
1246
Arden Trust
Delaware
$571K -$39.9K -192 -7%
GI
1247
GS Investments
Minnesota
$571K – – –
HWM
1248
Hohimer Wealth Management
Washington
$565K – – –
AC
1249
Apella Capital
Connecticut
$565K – – –
KCIC
1250
Kuhn & Co Investment Counsel
Illinois
$564K -$9.35K -45 -2%
48 49
50
51 52