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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
901
Caldwell Trust
Florida
$903K -$25.4K -158 -3%
NPF
902
Norris Perne & French
Michigan
$898K +$184K +1,144 +25%
RIA
903
Realta Investment Advisors
Delaware
$896K +$134K +834 +17%
RCAG
904
Rehmann Capital Advisory Group
Michigan
$890K +$322 +2 +0%
WF
905
Welch & Forbes
Massachusetts
$885K – – –
CAMG
906
CWA Asset Management Group
Florida
$881K +$26.2K +163 +3%
KA
907
Kovack Advisors
Florida
$876K -$37.3K -232 -4%
USCWA
908
U.S. Capital Wealth Advisors
Texas
$874K +$120K +745 +15%
CC
909
Chicago Capital
Illinois
$871K – – –
QI
910
Qtron Investments
Massachusetts
$871K -$186K -1,154 -17%
FNWM
911
Financial Network Wealth Management
Utah
$867K – – –
OAM
912
Oak Asset Management
California
$866K +$105K +650 +13%
MCM
913
Mengis Capital Management
Oregon
$862K -$1.29K -8 -0.1%
SFO
914
Stokes Family Office
Louisiana
$858K -$106K -660 -11%
MNBTD
915
Moody National Bank Trust Division
Texas
$857K +$184K +1,143 +26%
WANY
916
Wealthspire Advisors (New York)
New York
$856K +$191K +1,187 +28%
SCM
917
SOL Capital Management
Maryland
$855K – – –
MIM
918
MTM Investment Management
South Carolina
$855K -$12.9K -80 -1%
GIA
919
Gladstone Institutional Advisory
Florida
$848K +$1.93K +12 +0.2%
SAM
920
Silvercrest Asset Management
New York
$841K – – –
IWM
921
IHT Wealth Management
Illinois
$840K +$63.6K +395 +8%
JDR
922
Jay D. Rosenbaum
$832K -$280K -1,740 -25%
TA
923
TCM Advisors
West Virginia
$831K – – –
SP
924
Symmetry Partners
Connecticut
$819K +$40.1K +249 +5%
SWM
925
Scissortail Wealth Management
Oklahoma
$818K +$855K +5,312 New
35 36
37
38 39