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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
1226
Mendel Money Management
Illinois
$595K +$24.9K +120 +4%
FWP
1227
Falcon Wealth Planning
California
$592K +$19.7K +95 +4%
MF
1228
Meridian Financial
Massachusetts
$591K – – –
SC
1229
Sawyer & Company
Massachusetts
$591K -$5.2K -25 -0.9%
TWM
1230
Tradition Wealth Management
Minnesota
$590K -$20K -96 -3%
HWA
1231
Heritage Wealth Advisors
Virginia
$590K -$53.8K -259 -9%
MWM
1232
Modera Wealth Management
New Jersey
$585K -$3.95K -19 -0.7%
IAIM
1233
International Assets Investment Management
Florida
$585K -$19.3K -93 -3%
CA
1234
CoreCap Advisors
Michigan
$585K +$101K +485 +21%
WC
1235
Whitney & Co
New York
$581K -$5.2K -25 -0.9%
WIA
1236
World Investment Advisors
California
$581K +$566K +2,724 New
AP
1237
Atwood & Palmer
Missouri
$578K – – –
CPA
1238
Court Place Advisors
Maryland
$577K – – –
PWA
1239
Primoris Wealth Advisors
Florida
$576K – – –
FPCP
1240
Fort Point Capital Partners
California
$573K +$5.2K +25 +0.9%
MC
1241
Machina Capital
France
$573K +$558K +2,684 New
CWM
1242
Cahaba Wealth Management
Georgia
$572K -$37.6K -181 -6%
KA
1243
KLCM Advisors
Wisconsin
$571K -$15.6K -75 -3%
AT
1244
Arden Trust
Delaware
$571K -$39.9K -192 -7%
GI
1245
GS Investments
Minnesota
$571K – – –
HWM
1246
Hohimer Wealth Management
Washington
$565K – – –
AC
1247
Apella Capital
Connecticut
$565K – – –
KCIC
1248
Kuhn & Co Investment Counsel
Illinois
$564K -$9.35K -45 -2%
VAS
1249
Vestmark Advisory Solutions
Massachusetts
$564K -$624 -3 -0.1%
PSCM
1250
Per Stirling Capital Management
Texas
$564K +$208 +1 +0%
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50
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