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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1326
PDS Planning
Ohio
$314K +$300K +1,812 New
AIFAIM
1327
American Institute for Advanced Investment Management
Arizona
$312K +$298K +1,800 New
MIM
1328
Merrion Investment Management
New Jersey
$312K +$8.27K +50 +3%
RWI
1329
Red Wave Investments
Pennsylvania
$312K +$16.9K +102 +6%
HI
1330
Harbour Investments
Wisconsin
$311K -$6.61K -40 -2%
SWM
1331
Sculati Wealth Management
Michigan
$311K – – –
CAL
1332
Capital Advisors Ltd
Ohio
$310K +$60.5K +366 +26%
BA
1333
Ballast Advisors
Minnesota
$310K +$165 +1 +0.1%
WA
1334
Waverly Advisors
Alabama
$307K +$293K +1,771 New
MRCM
1335
M&R Capital Management
New Jersey
$307K +$42K +254 +17%
ARG
1336
Advisory Resource Group
Oklahoma
$307K +$331 +2 +0.1%
RT
1337
Rockland Trust
Massachusetts
$306K -$2.98K -18 -1%
AL
1338
Aspiriant LLC
California
$305K – – –
BTW
1339
Boston Trust Walden
Massachusetts
$305K – – –
DFG
1340
Delta Financial Group
New Jersey
$305K +$74.9K +453 +35%
CWM
1341
Centric Wealth Management
Illinois
$305K +$295K +1,782 New
B
1342
Bridgeworth
Alabama
$305K +$3.47K +21 +1%
PGAM
1343
Princeton Global Asset Management
New Jersey
$304K -$2.48K -15 -0.8%
AMCA
1344
Arthur M. Cohen & Associates
Illinois
$304K +$14.9K +90 +5%
ECM
1345
Estabrook Capital Management
New York
$304K -$23.8K -144 -8%
WA1
1346
Wimmer Associates 1
California
$304K – – –
CWM
1347
Chesapeake Wealth Management
Virginia
$303K -$24.8K -150 -8%
AWA
1348
Amplius Wealth Advisors
Pennsylvania
$303K +$4.96K +30 +2%
WA
1349
Wealth Architects
California
$302K +$47.6K +288 +20%
GSEP
1350
Golden State Equity Partners
California
$301K +$55.7K +337 +24%
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