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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
751
Avantax Planning Partners
Iowa
$859K -$3.84K -38 -0.5%
BEAM
752
Baker Ellis Asset Management
Washington
$856K – – –
IFG
753
Independent Financial Group
California
$855K +$156K +1,545 +24%
VFM
754
Viking Fund Management
North Dakota
$847K – – –
ISWM
755
Independent Solutions Wealth Management
New York
$837K +$31.9K +316 +4%
PVH
756
Psagot Value Holdings
Israel
$835K +$190K +1,880 +31%
FLI
757
Family Legacy Inc
South Carolina
$832K -$3.03K -30 -0.4%
WT
758
Whittier Trust
California
$832K +$76.7K +760 +11%
WI
759
Wedgewood Investors
Pennsylvania
$826K – – –
HAIM
760
Hunter Associates Investment Management
Pennsylvania
$826K +$75.7K +750 +11%
LNWWM
761
Laird Norton Wetherby Wealth Management
California
$818K +$23K +228 +3%
NB
762
Northwest Bancshares
Pennsylvania
$816K +$31.4K +311 +4%
JFA
763
Johanson Financial Advisors
California
$815K -$44.4K -440 -5%
MFAM
764
Motley Fool Asset Management
Virginia
$813K -$7.67K -76 -1%
OAM
765
Oppenheimer Asset Management
New York
$813K +$154K +1,527 +25%
PA
766
Parallel Advisors
California
$808K -$47.7K -472 -6%
B
767
Brightworth
Georgia
$805K +$80.4K +796 +12%
PAM
768
Paradigm Asset Management
New York
$802K -$70.7K -700 -8%
BAM
769
Boyar Asset Management
New York
$797K – – –
FMWA
770
Forvis Mazars Wealth Advisors
Missouri
$790K +$166K +1,642 +28%
AIP
771
Ameritas Investment Partners
Nebraska
$786K -$19.4K -192 -3%
TCM
772
Twin Capital Management
Pennsylvania
$781K -$3.92M -38,851 -84%
SVWAG
773
Sound View Wealth Advisors Group
Georgia
$776K +$154K +1,521 +26%
ST
774
Spinnaker Trust
Maine
$775K – – –
UCMOK
775
United Capital Management of KS
Kansas
$773K +$737K +7,296 New
29 30
31
32 33