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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
926
One Capital Management
California
$750K +$313 +2 +0%
WANY
927
Wealthspire Advisors (New York)
New York
$747K +$111K +708 +17%
JWM
928
Jeppson Wealth Management
California
$745K +$69.5K +444 +10%
WP
929
WealthSource Partners
California
$742K -$27.7K -177 -4%
TFS
930
TrustCore Financial Services
Tennessee
$741K – – –
CP
931
CenterBook Partners
Connecticut
$740K +$442K +2,824 +140%
BHBT
932
Burke & Herbert Bank & Trust
Virginia
$739K -$19.6K -125 -3%
AIP
933
Ameritas Investment Partners
Nebraska
$737K -$13.3K -85 -2%
FB
934
Fulton Bank
Pennsylvania
$735K -$14.4K -92 -2%
FFS
935
Founders Financial Securities
Maryland
$735K +$97.7K +624 +15%
HGERS
936
Householder Group Estate & Retirement Specialist
Arizona
$735K +$752K +4,803 New
SJIA
937
St. James Investment Advisors
New York
$731K +$749K +4,781 New
WEG
938
World Equity Group
Illinois
$727K -$59K -377 -7%
HH
939
Hilltop Holdings
Texas
$724K +$90.7K +579 +14%
CA
940
CSM Advisors
Pennsylvania
$722K – – –
NRA
941
NSI Retail Advisors
Pennsylvania
$722K – – –
CBB
942
Citizens Business Bank
California
$717K -$66.7K -426 -8%
GHA
943
GW Henssler & Associates
Georgia
$713K – – –
WA
944
WealthTrust Axiom
Pennsylvania
$712K – – –
NPF
945
Norris Perne & French
Michigan
$712K +$78K +498 +12%
AWE
946
Avidian Wealth Enterprises
Texas
$711K +$29.1K +186 +4%
NED
947
Nancy E. Dempze
$707K -$313K -2,000 -30%
HSA
948
HBK Sorce Advisory
Pennsylvania
$706K -$64.2K -410 -8%
BW
949
Bison Wealth
Georgia
$705K +$103K +659 +17%
ICM
950
IMS Capital Management
Oregon
$704K -$19.1K -122 -3%
36 37
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