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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1476
Circle Wealth Management
New Jersey
$333K +$24.8K +126 +9%
RZH
1477
Relyea Zuckerberg Hanson
Connecticut
$333K +$3.73K +19 +1%
CAM
1478
Carret Asset Management
New York
$332K – – –
AC
1479
Avestar Capital
New York
$332K +$306K +1,556 New
MCM
1480
Mattern Capital Management
Colorado
$331K +$305K +1,554 New
SAI
1481
Savvy Advisors Inc
New York
$331K -$49.7K -253 -14%
PCS
1482
Personal CFO Solutions
New Jersey
$330K +$30.5K +155 +11%
QPW
1483
Quantum Private Wealth
Florida
$329K +$3.93K +20 +1%
DA
1484
Drake & Associates
Wisconsin
$329K -$21.6K -110 -7%
TC
1485
Trilogy Capital
California
$329K +$303K +1,542 New
PDL
1486
Portfolio Design Labs
California
$328K -$170K -865 -36%
CFD
1487
Creative Financial Designs
Indiana
$328K +$67K +341 +28%
CG
1488
Cynosure Group
Utah
$327K +$302K +1,536 New
AWAG
1489
ARS Wealth Advisors Group
Florida
$326K +$197 +1 +0.1%
CSIC
1490
Clifford Swan Investment Counsel
California
$326K -$19.7K -100 -6%
ES
1491
ETF Store
Kansas
$325K +$786 +4 +0.3%
RWP
1492
Ridgecrest Wealth Partners
California
$325K – – –
AHB
1493
Abner Herrman & Brock
New Jersey
$325K -$4.13K -21 -1%
DFG
1494
Delta Financial Group
New Jersey
$325K -$786 -4 -0.3%
MPM
1495
MBB Public Markets
Illinois
$324K +$299K +1,522 New
CAWM
1496
Capital Advisors Wealth Management
Washington
$323K +$6.49K +33 +2%
WIA
1497
Wetzel Investment Advisors
Indiana
$323K -$983 -5 -0.3%
HCM
1498
Highlander Capital Management
New Jersey
$322K – – –
CPA
1499
Capital Planning Advisors
California
$321K +$48.7K +248 +20%
HA
1500
HC Advisors
Georgia
$320K -$2.36K -12 -0.8%
58 59
60
61 62