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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
V
901
VeraBank
Texas
$578K – – –
EWA
902
EP Wealth Advisors
California
$576K +$205K +1,760 +56%
UR
903
USCA RIA
Texas
$571K -$6.18K -53 -1%
FMC
904
First Merchants Corp
Indiana
$569K -$322K -2,758 -36%
IFS
905
Ifrah Financial Services
Arkansas
$567K -$83.7K -718 -13%
S
906
SignatureFD
Georgia
$565K -$15.9K -136 -3%
AWP
907
Ascent Wealth Partners
New York
$565K -$583 -5 -0.1%
TU
908
TDAM USA
Ontario, Canada
$564K -$5.25K -45 -0.9%
SIP
909
Stoneridge Investment Partners
Pennsylvania
$563K -$440K -3,770 -44%
UF
910
Univest Financial
Pennsylvania
$560K -$88.9K -762 -14%
AWM
911
Aberdeen Wealth Management
Illinois
$559K +$9.79K +84 +2%
SMM
912
Stadion Money Management
Georgia
$557K – – –
OSAM
913
O'Shaughnessy Asset Management
Connecticut
$555K -$5.95K -51 -1%
WSFS
914
Wilmington Savings Fund Society
Delaware
$553K -$16.2K -139 -3%
PCTC
915
Perkins Coie Trust Company
Washington
$553K – – –
WA
916
WealthTrust Axiom
Pennsylvania
$549K – – –
CCFM
917
Clear Creek Financial Management
Washington
$547K +$541K +4,639 New
GHA
918
GW Henssler & Associates
Georgia
$543K -$264K -2,268 -33%
MYIA
919
Mount Yale Investment Advisors
Colorado
$540K -$21.7K -186 -4%
PCM
920
Perritt Capital Management
Illinois
$539K – – –
HSA
921
HBK Sorce Advisory
Pennsylvania
$539K +$22.5K +193 +4%
FMWA
922
Forvis Mazars Wealth Advisors
Missouri
$538K +$68.9K +591 +15%
FPF
923
First Pacific Financial
Washington
$536K +$530K +4,542 New
TFS
924
TrustCore Financial Services
Tennessee
$535K – – –
FA
925
FDx Advisors
Illinois
$533K +$97.1K +833 +23%
35 36
37
38 39