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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1251
Tradewinds LLC
North Carolina
$712K +$726K +3,223 New
MWM
1252
Modera Wealth Management
New Jersey
$710K +$21.6K +96 +3%
API
1253
Asset Planning Inc
California
$710K +$2.25K +10 +0.3%
MBT
1254
Montecito Bank & Trust
California
$708K +$722K +3,204 New
RIA
1255
Richwood Investment Advisors
Ohio
$707K -$11.3K -50 -2%
PFM
1256
Potomac Fund Management
Florida
$706K +$720K +3,199 New
KP
1257
Keel Point
Alabama
$702K -$45.3K -201 -6%
S
1258
SimplyRich
California
$701K -$676 -3 -0.1%
AWA
1259
ARQ Wealth Advisors
Arizona
$700K +$714K +3,172 New
MMCM
1260
Murphy & Mullick Capital Management
New York
$699K +$5.63K +25 +0.8%
PMFA
1261
Plante Moran Financial Advisors
Michigan
$698K +$602K +2,671 +547%
ES
1262
Element Squared
Minnesota
$697K +$175K +777 +33%
BFA
1263
Beaumont Financial Advisors
Massachusetts
$696K -$16.7K -74 -2%
AP
1264
Americana Partners
Texas
$695K -$901 -4 -0.1%
IWA
1265
Inspirion Wealth Advisors
Illinois
$694K +$368K +1,632 +95%
ECM
1266
ExodusPoint Capital Management
New York
$693K +$707K +3,139 New
IF
1267
Intrua Financial
Texas
$688K +$118K +525 +20%
GWANC
1268
Guardian Wealth Advisors (North Carolina)
North Carolina
$683K -$6.08K -27 -0.9%
BRM
1269
Boston Research & Management
Massachusetts
$682K – – –
LA
1270
Lynch & Associates
Indiana
$681K +$1.35K +6 +0.2%
PAM
1271
Panagora Asset Management
Massachusetts
$681K – – –
RTC
1272
Real Talk Capital
Tennessee
$681K +$6.53K +29 +0.9%
SIC
1273
Shoker Investment Counsel
Ohio
$678K +$676 +3 +0.1%
LWAM
1274
Legacy Wealth Asset Management
Minnesota
$676K +$28.6K +127 +4%
OC
1275
Oakworth Capital
Alabama
$675K – – –
49 50
51
52 53