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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
926
Modera Wealth Management
New Jersey
$879K +$617K +3,837 +268%
SP
927
Symmetry Partners
Connecticut
$876K +$77.8K +484 +10%
PP
928
Palladium Partners
Virginia
$872K – – –
MFA
929
Mayflower Financial Advisors
Massachusetts
$871K +$5.79K +36 +0.7%
BHBT
930
Burke & Herbert Bank & Trust
Virginia
$864K – – –
CT
931
Caldwell Trust
Florida
$861K +$20.6K +128 +3%
ACP
932
Ashfield Capital Partners
California
$851K – – –
WP
933
WealthSource Partners
California
$850K -$23.5K -146 -3%
IWM
934
IHT Wealth Management
Illinois
$844K -$161 -1 -0%
AIP
935
Ameritas Investment Partners
Nebraska
$842K -$27.7K -172 -3%
BSW
936
Buckingham Strategic Wealth
Missouri
$841K -$31.4K -195 -4%
RCIM
937
Red Cedar Investment Management
Michigan
$841K – – –
BAM
938
Byrne Asset Management
New Jersey
$841K +$810K +5,040 New
KA
939
Kintegral Advisory
New York
$840K – – –
RBC
940
Roble Belko & Company
Pennsylvania
$840K – – –
AIL
941
AGF Investments LLC
Ontario, Canada
$839K +$808K +5,027 New
BOC
942
Barbara Oil Co
Illinois
$835K – – –
LOAMS
943
Lombard Odier Asset Management (Switzerland)
Switzerland
$824K +$794K +4,937 New
ICM
944
IMS Capital Management
Oregon
$818K +$482 +3 +0.1%
OCM
945
One Capital Management
California
$818K +$524K +3,261 +199%
APP
946
Avantax Planning Partners
Iowa
$816K +$10.9K +68 +1%
LFAS
947
Level Four Advisory Services
Texas
$812K +$50.8K +316 +7%
LS
948
Livforsakringsbolaget Skandia
Sweden
$807K -$434K -2,700 -36%
PI
949
PineBridge Investments
New York
$800K -$18.8K -117 -2%
ISWM
950
Independent Solutions Wealth Management
New York
$799K +$8.52K +53 +1%
36 37
38
39 40