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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
926
Symmetry Partners
Connecticut
$876K +$77.8K +484 +10%
PP
927
Palladium Partners
Virginia
$872K – – –
MFA
928
Mayflower Financial Advisors
Massachusetts
$871K +$5.79K +36 +0.7%
BHBT
929
Burke & Herbert Bank & Trust
Virginia
$864K – – –
CT
930
Caldwell Trust
Florida
$861K +$20.6K +128 +3%
ACP
931
Ashfield Capital Partners
California
$851K – – –
WP
932
WealthSource Partners
California
$850K -$23.5K -146 -3%
IWM
933
IHT Wealth Management
Illinois
$844K -$161 -1 -0%
AIP
934
Ameritas Investment Partners
Nebraska
$842K -$27.7K -172 -3%
BSW
935
Buckingham Strategic Wealth
Missouri
$841K -$31.4K -195 -4%
RCIM
936
Red Cedar Investment Management
Michigan
$841K – – –
BAM
937
Byrne Asset Management
New Jersey
$841K +$810K +5,040 New
KA
938
Kintegral Advisory
New York
$840K – – –
RBC
939
Roble Belko & Company
Pennsylvania
$840K – – –
AIL
940
AGF Investments LLC
Ontario, Canada
$839K +$808K +5,027 New
BOC
941
Barbara Oil Co
Illinois
$835K – – –
LOAMS
942
Lombard Odier Asset Management (Switzerland)
Switzerland
$824K +$794K +4,937 New
ICM
943
IMS Capital Management
Oregon
$818K +$482 +3 +0.1%
OCM
944
One Capital Management
California
$818K +$524K +3,261 +199%
APP
945
Avantax Planning Partners
Iowa
$816K +$10.9K +68 +1%
LFAS
946
Level Four Advisory Services
Texas
$812K +$50.8K +316 +7%
LS
947
Livforsakringsbolaget Skandia
Sweden
$807K -$434K -2,700 -36%
PI
948
PineBridge Investments
New York
$800K -$18.8K -117 -2%
ISWM
949
Independent Solutions Wealth Management
New York
$799K +$8.52K +53 +1%
BO
950
Bank OZK
Arkansas
$797K -$30.6K -190 -4%
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