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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
976
Linscomb Wealth
Texas
$477K -$10.1K -86 -2%
IIM
977
Ipswich Investment Management
Massachusetts
$477K – – –
MMA
978
Miracle Mile Advisors
California
$474K +$94.3K +807 +28%
SMC
979
Smith, Moore & Co
Missouri
$473K – – –
KFA
980
Krane Funds Advisors
New York
$472K +$77.3K +661 +22%
EF
981
Empirical Finance
Pennsylvania
$470K – – –
FB
982
Fulton Bank
Pennsylvania
$470K +$36.1K +309 +9%
IA
983
Insight Advisors
Pennsylvania
$470K +$394K +3,373 New
MAM
984
Meeder Asset Management
Ohio
$466K +$146K +1,248 +53%
VWA
985
V Wealth Advisors
Kansas
$465K -$8.77K -75 -2%
CG
986
Caprock Group
Idaho
$463K +$42.4K +363 +11%
BW
987
Bison Wealth
Georgia
$462K +$13K +111 +3%
EMG
988
ETF Managers Group
New Jersey
$461K +$55.6K +476 +15%
CMI
989
Clare Market Investments
Texas
$460K +$1.99K +17 +0.5%
SP
990
Successful Portfolios
Florida
$460K -$1.17K -10 -0.3%
SWMG
991
Strategic Wealth Management Group
Maryland
$460K +$117 +1 +0%
CT
992
Clearstead Trust
Maine
$458K -$1.69M -14,430 -80%
JWCA
993
J.W. Coons Advisors
Ohio
$458K -$69.5K -595 -14%
JCM
994
Jag Capital Management
Missouri
$455K -$58.6K -501 -12%
DAC
995
Dividend Assets Capital
South Carolina
$453K -$40.9K -350 -9%
EWM
996
Empirical Wealth Management
Washington
$453K +$66K +565 +19%
CCM
997
Coldstream Capital Management
Washington
$452K -$73.4K -628 -15%
MTC
998
McDaniel Terry & Co
Texas
$452K – – –
SFSIG
999
San Francisco Sentry Investment Group
California
$452K +$4.67K +40 +1%
BFM
1000
Boston Financial Management
Massachusetts
$451K – – –
38 39
40
41 42