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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
1426
Marshall & Sterling Wealth Advisors
New York
$572K +$75K +337 +15%
ECA
1427
Elevate Capital Advisors
Colorado
$565K +$564K +2,537 New
RMC
1428
Ring Mountain Capital
California
$565K +$222 +1 +0%
AP
1429
Appleton Partners
Massachusetts
$563K – – –
CFP
1430
Catalyst Financial Partners
Massachusetts
$563K +$47.6K +214 +9%
KP
1431
Keel Point
Alabama
$562K -$35.4K -159 -6%
DWAM
1432
Duncan Williams Asset Management
Tennessee
$562K – – –
CFO
1433
Cambient Family Office
Michigan
$561K -$55.4K -249 -9%
CCWM
1434
Cassaday & Co Wealth Management
Virginia
$561K -$4K -18 -0.7%
7WCP
1435
71 West Capital Partners
Massachusetts
$560K +$239K +1,073 +74%
AWM
1436
Accurate Wealth Management
Florida
$560K -$11.3K -51 -2%
KA
1437
KLCM Advisors
Wisconsin
$560K +$16.5K +74 +3%
HIP
1438
Harrell Investment Partners
Texas
$559K +$222 +1 +0%
NAAA
1439
New Age Alpha Advisors
New York
$559K -$84.5K -380 -13%
RLH
1440
RD Lewis Holdings
Florida
$558K -$14.5K -65 -3%
PL
1441
Parthenon LLC
Kentucky
$557K -$8.45K -38 -1%
PCIG
1442
Partners Capital Investment Group
Massachusetts
$554K +$281K +1,263 +103%
HIA
1443
Harbor Investment Advisory
Maryland
$554K -$148K -667 -21%
MEAC
1444
M.E. Allison & Co
Texas
$552K – – –
CWM
1445
Cahaba Wealth Management
Georgia
$551K -$890 -4 -0.2%
NP
1446
Nilsine Partners
Colorado
$550K +$15.3K +69 +3%
AWA
1447
Amplius Wealth Advisors
Pennsylvania
$550K +$187K +842 +52%
CA
1448
Clune & Associates
Illinois
$548K – – –
FCM
1449
Fieldview Capital Management
Michigan
$548K +$547K +2,458 New
LCGC
1450
Legacy Capital Group California
California
$547K -$15.8K -71 -3%
56 57
58
59 60