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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
801
R.M. Davis Inc
Maine
$337K -$7.25K -89 -2%
BJL
802
Brighton Jones LLC
Washington
$336K -$1.3K -16 -0.4%
LOAMS
803
Lombard Odier Asset Management (Switzerland)
Switzerland
$336K – – –
NERM
804
New England Research & Management
Illinois
$332K – – –
BFM
805
Boston Financial Management
Massachusetts
$330K – – –
CT
806
Clearstead Trust
Maine
$330K – – –
FA
807
FDx Advisors
Illinois
$329K +$36.1K +443 +13%
FMLI
808
Fukoku Mutual Life Insurance
Japan
$328K – – –
ADBIC
809
A.D. Beadell Investment Counsel
Wisconsin
$327K – – –
SC
810
SouthState Corp
Florida
$326K +$308K +3,778 New
BIM
811
Bridges Investment Management
Nebraska
$325K +$6.11K +75 +2%
WT
812
Whittier Trust
California
$324K +$18.1K +222 +6%
EA
813
Edge Advisors
Georgia
$320K +$2.36K +29 +0.8%
IIM
814
Ipswich Investment Management
Massachusetts
$319K – – –
GWM
815
Geneos Wealth Management
Colorado
$319K +$109K +1,345 +57%
FLI
816
Family Legacy Inc
South Carolina
$319K +$301K +3,692 New
CG
817
Colony Group
Massachusetts
$318K +$2.44K +30 +0.8%
HFS
818
HL Financial Services
Kentucky
$318K +$8.14K +100 +3%
BW
819
Bison Wealth
Georgia
$315K -$2.93K -36 -1%
OC
820
Oakworth Capital
Alabama
$312K +$52.2K +641 +20%
WKWM
821
Walter & Keenan Wealth Management
Indiana
$311K – – –
LWAC
822
Laurel Wealth Advisors (California)
California
$310K +$293K +3,597 New
BRM
823
Boston Research & Management
Massachusetts
$308K -$8.96K -110 -3%
HH
824
Hilltop Holdings
Texas
$305K +$12.9K +159 +5%
TL
825
TrueWealth LLC
Georgia
$304K +$287K +3,524 New
31 32
33
34 35