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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
926
Barbara Oil Co
Illinois
$765K – – –
CG
927
Corundum Group
Colorado
$762K +$82.5K +527 +12%
SP
928
Symmetry Partners
Connecticut
$761K -$43.5K -278 -5%
AMBIA
929
Allen Mooney & Barnes Investment Advisors
Georgia
$757K +$1.88K +12 +0.2%
AG
930
AIA Group
Hong Kong
$753K -$2.57M -16,437 -77%
LA
931
Legacy Advisors
Pennsylvania
$751K +$266K +1,697 +53%
OCM
932
One Capital Management
California
$750K +$313 +2 +0%
WANY
933
Wealthspire Advisors (New York)
New York
$747K +$111K +708 +17%
JWM
934
Jeppson Wealth Management
California
$745K +$69.5K +444 +10%
WP
935
WealthSource Partners
California
$742K -$27.7K -177 -4%
TFS
936
TrustCore Financial Services
Tennessee
$741K – – –
CP
937
CenterBook Partners
Connecticut
$740K +$442K +2,824 +140%
BHBT
938
Burke & Herbert Bank & Trust
Virginia
$739K -$19.6K -125 -3%
AIP
939
Ameritas Investment Partners
Nebraska
$737K -$13.3K -85 -2%
FB
940
Fulton Bank
Pennsylvania
$735K -$14.4K -92 -2%
FFS
941
Founders Financial Securities
Maryland
$735K +$97.7K +624 +15%
HGERS
942
Householder Group Estate & Retirement Specialist
Arizona
$735K +$752K +4,803 New
SJIA
943
St. James Investment Advisors
New York
$731K +$749K +4,781 New
WEG
944
World Equity Group
Illinois
$727K -$59K -377 -7%
HH
945
Hilltop Holdings
Texas
$724K +$90.7K +579 +14%
CA
946
CSM Advisors
Pennsylvania
$722K – – –
NRA
947
NSI Retail Advisors
Pennsylvania
$722K – – –
CBB
948
Citizens Business Bank
California
$717K -$66.7K -426 -8%
GHA
949
GW Henssler & Associates
Georgia
$713K – – –
WA
950
WealthTrust Axiom
Pennsylvania
$712K – – –
36 37
38
39 40