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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
951
Barbara Oil Co
Illinois
$816K – – –
CAM
952
Cresset Asset Management
Illinois
$815K -$227K -1,485 -23%
BL
953
Balentine LLC
Georgia
$815K -$669K -4,367 -47%
HGERS
954
Householder Group Estate & Retirement Specialist
Arizona
$808K -$36.8K -240 -5%
FFS
955
Founders Financial Securities
Maryland
$807K +$43.6K +285 +6%
MFG
956
MidWestOne Financial Group
Iowa
$805K +$64.9K +424 +9%
CI
957
Cigna Investments
Connecticut
$803K -$14.4K -94 -2%
CRWM
958
Castle Rock Wealth Management
California
$803K -$58.4K -381 -7%
BFPW
959
BOK Financial Private Wealth
Colorado
$802K +$1.07K +7 +0.1%
RIA
960
Realta Investment Advisors
Delaware
$796K -$127K -829 -15%
DF
961
Donoghue Forlines
Massachusetts
$793K -$14.9K -97 -2%
MBT
962
Montecito Bank & Trust
California
$786K +$70.6K +461 +11%
EFI
963
EHP Funds Inc
Canada
$783K -$2.93M -19,140 -80%
BHBT
964
Burke & Herbert Bank & Trust
Virginia
$782K – – –
HNWAG
965
High Net Worth Advisory Group
Florida
$767K -$68.9K -450 -9%
PMEF
966
Point72 Middle East FZE
United Arab Emirates
$761K -$2.18M -14,244 -75%
SFB
967
STAR Financial Bank
Indiana
$760K – – –
WA
968
WealthTrust Axiom
Pennsylvania
$760K – – –
SAM
969
Shell Asset Management
Netherlands
$760K – – –
NED
970
Nancy E. Dempze
$755K – – –
UW
971
Unique Wealth
Florida
$753K -$766 -5 -0.1%
DWP
972
Daymark Wealth Partners
Ohio
$751K +$495K +3,232 +236%
ICM
973
IMS Capital Management
Oregon
$750K +$613 +4 +0.1%
EMG
974
ETF Managers Group
New Jersey
$749K +$10.4K +68 +2%
AIP
975
Ameritas Investment Partners
Nebraska
$745K – – –
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