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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
Segment Wealth Management
Texas
$602K -$7.07K -70 -1%
QIM
827
Quantitative Investment Management
Virginia
$600K -$3.37M -33,411 -85%
CF
828
Centaurus Financial
California
$594K +$36.5K +361 +7%
TCM
829
Tributary Capital Management
Nebraska
$593K -$25.2K -250 -4%
NED
830
Nancy E. Dempze
$593K +$242K +2,395 +75%
SF
831
Symphony Financial
Texas
$592K -$52.2K -517 -8%
WF
832
Welch & Forbes
Massachusetts
$592K -$11.7K -116 -2%
IFS
833
Ifrah Financial Services
Arkansas
$590K -$18.8K -186 -3%
GCMG
834
Gyroscope Capital Management Group
Florida
$589K +$38.4K +380 +7%
ET
835
Equitable Trust
Tennessee
$588K +$114K +1,125 +25%
CCA
836
Cobblestone Capital Advisors
New York
$584K -$909 -9 -0.2%
SCM
837
SOL Capital Management
Maryland
$583K – – –
MWC
838
MBM Wealth Consultants
Missouri
$582K -$38K -376 -6%
EMG
839
ETF Managers Group
New Jersey
$580K -$620K -6,138 -52%
EWA
840
EP Wealth Advisors
California
$579K – – –
SHA
841
Seneca House Advisors
Virginia
$579K +$75.8K +751 +16%
CI
842
Conning Inc
Connecticut
$572K -$19.9K -197 -4%
PA
843
Profund Advisors
Maryland
$570K +$10.4K +103 +2%
TNB
844
Thomasville National Bank
Georgia
$569K -$63.8K -632 -11%
BHBT
845
Burke & Herbert Bank & Trust
Virginia
$568K – – –
ICM
846
IMS Capital Management
Oregon
$568K +$404 +4 +0.1%
PP
847
Palladium Partners
Virginia
$566K – – –
FMLI
848
Fukoku Mutual Life Insurance
Japan
$561K – – –
GT
849
Greenleaf Trust
Michigan
$558K -$81.8K -810 -13%
TWP
850
Tempus Wealth Planning
California
$557K – – –
32 33
34
35 36