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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1401
GeoWealth Management
Illinois
$585K -$31.1K -140 -5%
CCAM
1402
Cascades Capital Asset Management
North Carolina
$584K +$2.89K +13 +0.5%
DIA
1403
Dana Investment Advisors
Wisconsin
$584K +$353K +1,587 +153%
AA
1404
Armis Advisers
Georgia
$583K +$12.9K +58 +2%
IAS
1405
Integrity Advisory Solutions
Texas
$581K +$331K +1,486 +133%
TT
1406
TI-Trust
Illinois
$580K – – –
MIM
1407
Merrion Investment Management
New Jersey
$579K +$111K +500 +24%
GBT
1408
Grove Bank & Trust
Florida
$579K +$138K +621 +31%
CVA
1409
Central Valley Advisors
California
$578K – – –
HCM
1410
Howard Capital Management
Georgia
$575K +$270K +1,214 +89%
PP
1411
PDS Planning
Ohio
$574K +$71.6K +322 +14%
MF
1412
Meridian Financial
Massachusetts
$573K – – –
MSWA
1413
Marshall & Sterling Wealth Advisors
New York
$572K +$75K +337 +15%
ECA
1414
Elevate Capital Advisors
Colorado
$565K +$564K +2,537 New
RMC
1415
Ring Mountain Capital
California
$565K +$222 +1 +0%
AP
1416
Appleton Partners
Massachusetts
$563K – – –
CFP
1417
Catalyst Financial Partners
Massachusetts
$563K +$47.6K +214 +9%
KP
1418
Keel Point
Alabama
$562K -$35.4K -159 -6%
DWAM
1419
Duncan Williams Asset Management
Tennessee
$562K – – –
CFO
1420
Cambient Family Office
Michigan
$561K -$55.4K -249 -9%
CCWM
1421
Cassaday & Co Wealth Management
Virginia
$561K -$4K -18 -0.7%
7WCP
1422
71 West Capital Partners
Massachusetts
$560K +$239K +1,073 +74%
AWM
1423
Accurate Wealth Management
Florida
$560K -$11.3K -51 -2%
KA
1424
KLCM Advisors
Wisconsin
$560K +$16.5K +74 +3%
HIP
1425
Harrell Investment Partners
Texas
$559K +$222 +1 +0%
55 56
57
58 59