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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1401
Parthenon LLC
Kentucky
$558K – – –
APA
1402
Astoria Portfolio Advisors
New York
$556K -$290K -1,361 -36%
MSWA
1403
Marshall & Sterling Wealth Advisors
New York
$556K +$18.5K +87 +4%
EC
1404
EntryPoint Capital
New York
$554K +$295K +1,384 +122%
CPCM
1405
Cardinal Point Capital Management
Ontario, Canada
$554K +$11.9K +56 +2%
MNBTD
1406
Moody National Bank Trust Division
Texas
$554K -$30.7K -144 -5%
CMAI
1407
Capital Management Associates Inc
Minnesota
$553K -$7.03K -33 -1%
CIAS
1408
Capital Investment Advisory Services
North Carolina
$552K +$29K +136 +6%
LA
1409
Latitude Advisors
Florida
$552K +$639 +3 +0.1%
HIP
1410
Harrell Investment Partners
Texas
$551K – – –
CWM
1411
Centurion Wealth Management
Virginia
$549K – – –
SP
1412
Stablepoint Partners
Massachusetts
$549K +$15.3K +72 +3%
AF
1413
Advisornet Financial
Minnesota
$548K +$213 +1 +0%
OSNBOA
1414
Old Second National Bank of Aurora
Illinois
$546K – – –
FMI
1415
Frec Markets Inc
California
$545K +$529K +2,482 New
MEAC
1416
M.E. Allison & Co
Texas
$544K +$8.95K +42 +2%
CCC
1417
Compass Capital Corp
Massachusetts
$543K -$4.05K -19 -0.8%
NW
1418
Naviter Wealth
Arkansas
$540K – – –
CA
1419
Clune & Associates
Illinois
$540K – – –
PSCM
1420
Per Stirling Capital Management
Texas
$538K -$19.2K -90 -4%
BWG
1421
Beta Wealth Group
California
$536K -$79.5K -373 -13%
ZIG
1422
Zullo Investment Group
Pennsylvania
$532K +$213 +1 +0%
KAS
1423
KPP Advisory Services
Kentucky
$532K -$4.05K -19 -0.8%
RA
1424
RFG Advisory
Alabama
$530K +$14.3K +67 +3%
TW
1425
Tempo Wealth
Ohio
$528K +$513K +2,405 New
55 56
57
58 59