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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
951
Successful Portfolios
Florida
$411K -$2.21K -20 -0.5%
BIM
952
Bridges Investment Management
Nebraska
$407K – – –
GRP
953
Global Retirement Partners
California
$405K -$77.4K -700 -16%
DBT
954
Dubuque Bank & Trust
Iowa
$405K -$3.21K -29 -0.8%
GCP
955
GSA Capital Partners
United Kingdom
$402K +$392K +3,548 New
PAS
956
Park Avenue Securities
New York
$401K -$27.7K -251 -7%
BUB
957
BBVA USA Bancshares
Texas
$401K -$3.09K -28 -0.8%
BFM
958
Boston Financial Management
Massachusetts
$401K – – –
CMI
959
Clare Market Investments
Texas
$400K +$1.77K +16 +0.5%
SWMG
960
Strategic Wealth Management Group
Maryland
$400K +$6.96K +63 +2%
MCM
961
MAI Capital Management
Ohio
$400K +$115K +1,040 +42%
SIC
962
Shoker Investment Counsel
Ohio
$398K +$663 +6 +0.2%
TC
963
Truvestments Capital
Florida
$397K -$407K -3,685 -51%
MTC
964
McDaniel Terry & Co
Texas
$396K -$387K -3,500 -50%
FFA
965
Founders Financial Alliance
North Carolina
$396K +$386K +3,496 New
SSG
966
Summit Securities Group
New York
$396K +$387K +3,500 New
KFA
967
Krane Funds Advisors
New York
$395K +$386K +3,494 New
RWA
968
River Wealth Advisors
Pennsylvania
$393K +$93.2K +843 +32%
EVC
969
Eidelman Virant Capital
Missouri
$391K +$384K +3,475 New
SFSIG
970
San Francisco Sentry Investment Group
California
$387K +$36.5K +330 +11%
MA
971
MONECO Advisors
Connecticut
$386K +$111 +1 +0%
GFP
972
Gryphon Financial Partners
Ohio
$386K +$86.3K +781 +30%
ECG
973
Edge Capital Group
Georgia
$385K – – –
FHC
974
Forest Hill Capital
Arkansas
$385K – – –
BW
975
Bison Wealth
Georgia
$379K -$157K -1,420 -30%
37 38
39
40 41