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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
901
Orrstown Financial Services
Pennsylvania
$767K -$58.5K -391 -7%
PFO
902
Pathstone Family Office
New Jersey
$763K +$68.5K +458 +10%
ACP
903
Ashfield Capital Partners
California
$761K – – –
TFS
904
Thoroughbred Financial Services
Tennessee
$759K +$5.84K +39 +0.8%
AWE
905
Avidian Wealth Enterprises
Texas
$756K +$199K +1,329 +36%
EWA
906
EP Wealth Advisors
California
$755K -$540K -3,607 -42%
IWM
907
IHT Wealth Management
Illinois
$755K -$38.8K -259 -5%
RCIM
908
Red Cedar Investment Management
Michigan
$753K +$754K +5,040 New
KA
909
Kintegral Advisory
New York
$752K – – –
CT
910
Caldwell Trust
Florida
$751K +$344K +2,296 +84%
RBC
911
Roble Belko & Company
Pennsylvania
$751K – – –
BOC
912
Barbara Oil Co
Illinois
$747K – – –
BO
913
Bank OZK
Arkansas
$743K -$10.5K -70 -1%
MSCM
914
McElhenny Sheffield Capital Management
Texas
$743K +$745K +4,976 New
CCA
915
Cobblestone Capital Advisors
New York
$741K – – –
HSA
916
HBK Sorce Advisory
Pennsylvania
$740K -$9.88K -66 -1%
WFG
917
Wills Financial Group
Virginia
$737K +$296K +1,977 +67%
EF
918
Empirical Finance
Pennsylvania
$735K +$41.5K +277 +6%
PI
919
PineBridge Investments
New York
$734K -$1.25M -8,358 -63%
SHA
920
Seneca House Advisors
Virginia
$734K +$69.4K +464 +10%
ICM
921
IMS Capital Management
Oregon
$732K -$25.9K -173 -3%
SWIG
922
Strategic Wealth Investment Group
Kentucky
$726K +$735K +4,913 New
PFS
923
Prospera Financial Services
Texas
$723K -$5.09K -34 -0.7%
TFS
924
TrustCore Financial Services
Tennessee
$723K +$40.9K +273 +6%
NP
925
Ninepoint Partners
Ontario, Canada
$722K – – –
35 36
37
38 39