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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIC
826
Gamble Jones Investment Counsel
California
$291K -$99.4K -1,200 -25%
BRM
827
Boston Research & Management
Massachusetts
$291K – – –
SB
828
Simmons Bank
Arkansas
$290K +$87K +1,051 +42%
BCM
829
Beck Capital Management
Texas
$288K -$49.7K -600 -14%
BIM
830
Bridges Investment Management
Nebraska
$288K -$18.6K -225 -6%
MYIA
831
Mount Yale Investment Advisors
Colorado
$287K +$38.6K +466 +15%
VHAM
832
Van Hulzen Asset Management
California
$286K +$41.4K +500 +17%
CBU
833
CIBC Bank USA
Illinois
$285K – – –
MTC
834
McDaniel Terry & Co
Texas
$285K – – –
NED
835
Nancy E. Dempze
$285K – – –
BFM
836
Boston Financial Management
Massachusetts
$283K -$29K -350 -9%
CNBT
837
Canandaigua National Bank & Trust
New York
$283K +$10.6K +128 +4%
NERM
838
New England Research & Management
Illinois
$281K – – –
KWMG
839
King Wealth Management Group
Florida
$275K +$83 +1 +0%
MWPCG
840
Measured Wealth Private Client Group
New Hampshire
$273K +$278K +3,362 New
EIA
841
Eldridge Investment Advisors
New Hampshire
$272K – – –
SFP
842
Shepherd Financial Partners
Massachusetts
$270K +$83 +1 +0%
CG
843
Clinton Group
New York
$268K +$272K +3,290 New
CA
844
Callahan Advisors
Texas
$267K -$14.8K -179 -5%
RE
845
RBC Europe
United Kingdom
$266K -$3.98K -48 -1%
KFS
846
Kurt F. Somerville
$264K – – –
PAA
847
Peregrine Asset Advisers
Oregon
$264K – – –
SC
848
SouthState Corp
Florida
$264K +$269K +3,250 New
TCM
849
Tradition Capital Management
New Jersey
$262K +$5.96K +72 +2%
EFS
850
Essex Financial Services
Connecticut
$261K +$57.1K +689 +27%
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