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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1926
Sargent Investment Group
Maryland
$243K -$667 -3 -0.3%
WMA
1927
Wealth Management Associates
New Jersey
$242K – – –
RFP
1928
Root Financial Partners
California
$242K -$29.1K -131 -11%
NFG
1929
Nadler Financial Group
Illinois
$242K – – –
AIM
1930
Acropolis Investment Management
Missouri
$242K +$222 +1 +0.1%
TC
1931
Trilogy Capital
California
$242K -$28.2K -127 -10%
HCM
1932
Highview Capital Management
Illinois
$241K +$241K +1,083 New
HI
1933
Hendershot Investments
Virginia
$241K – – –
SFGP
1934
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$241K +$1.33K +6 +0.6%
WAS
1935
Winch Advisory Services
Wisconsin
$241K +$445 +2 +0.2%
TWA
1936
TCI Wealth Advisors
Arizona
$241K +$6K +27 +3%
RF
1937
Rossby Financial
Florida
$241K -$85.4K -384 -26%
VRM
1938
Vectors Research Management
New York
$241K – – –
AWM
1939
Ameliora Wealth Management
Switzerland
$240K -$3.28M -14,753 -93%
EW
1940
Elyxium Wealth
California
$240K +$239K +1,075 New
IAA
1941
Ironsides Asset Advisors
North Carolina
$239K – – –
DWP
1942
Destiny Wealth Partners
Florida
$239K -$774K -3,478 -77%
RA
1943
Resolute Advisors
California
$239K -$19.6K -88 -8%
IP
1944
Ignite Planners
California
$239K -$10.5K -47 -4%
BFG
1945
Birch Financial Group
New Hampshire
$238K +$5.78K +26 +2%
GSAM
1946
Grant Street Asset Management
Pennsylvania
$238K – – –
LK
1947
Lumbard & Kellner
New Hampshire
$238K +$26K +117 +12%
BCG
1948
Breakwater Capital Group
New Jersey
$236K – – –
GCM
1949
Gables Capital Management
Florida
$235K +$54.5K +245 +30%
BHWM
1950
Beaird Harris Wealth Management
Texas
$234K – – –
76 77
78
79 80