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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AMCA
1226
Arthur M. Cohen & Associates
Illinois
$584K +$101K +485 +21%
KW
1227
KWB Wealth
California
$584K -$203K -971 -26%
MF
1228
Meridian Financial
Massachusetts
$575K – – –
CPSAC
1229
Chas P. Smith & Associates (CPS)
Florida
$575K +$219K +1,048 +61%
SC
1230
Sawyer & Company
Massachusetts
$575K -$417 -2 -0.1%
TPI
1231
Trust Point Inc
Wisconsin
$575K -$5.84K -28 -1%
FWP
1232
Falcon Wealth Planning
California
$574K -$2.5K -12 -0.4%
MSCM
1233
McElhenny Sheffield Capital Management
Texas
$569K -$58.6K -281 -9%
TWM
1234
Tradition Wealth Management
Minnesota
$569K -$5.42K -26 -0.9%
MWM
1235
Modera Wealth Management
New Jersey
$568K -$1.04K -5 -0.2%
SB
1236
Simmons Bank
Arkansas
$567K -$25.2K -121 -4%
WC
1237
Whitney & Co
New York
$566K – – –
BIG
1238
Brooklyn Investment Group
New York
$564K +$29K +139 +5%
AP
1239
Atwood & Palmer
Missouri
$562K – – –
ABTD
1240
Arvest Bank Trust Division
Oklahoma
$562K +$565K +2,706 New
CPA
1241
Court Place Advisors
Maryland
$561K – – –
AC
1242
Apella Capital
Connecticut
$558K +$209 +1 +0%
CWM
1243
Cahaba Wealth Management
Georgia
$557K +$209 +1 +0%
P
1244
Pitcairn
Pennsylvania
$555K -$96.8K -464 -15%
PWA
1245
Primoris Wealth Advisors
Florida
$555K -$5.22K -25 -0.9%
AIS
1246
AM Investment Strategies
Tennessee
$554K +$8.14K +39 +1%
CWM
1247
Connecticut Wealth Management
Connecticut
$554K +$84.5K +405 +18%
FPCP
1248
Fort Point Capital Partners
California
$553K -$3.96K -19 -0.7%
CCAM
1249
Cascades Capital Asset Management
North Carolina
$551K +$554K +2,654 New
GI
1250
GS Investments
Minnesota
$550K -$5.22K -25 -0.9%
48 49
50
51 52