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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
976
CWA Asset Management Group
Florida
$743K -$163K -1,063 -19%
WANY
977
Wealthspire Advisors (New York)
New York
$743K -$139K -907 -17%
JWCA
978
J.W. Coons Advisors
Ohio
$742K – – –
SMH
979
Sanders Morris Harris
Texas
$741K -$76.6K -500 -10%
BAM
980
Bosun Asset Management
Illinois
$734K +$689K +4,500 New
GHA
981
GW Henssler & Associates
Georgia
$734K +$12.9K +84 +2%
BO
982
Bank OZK
Arkansas
$733K – – –
LOAMS
983
Lombard Odier Asset Management (Switzerland)
Switzerland
$732K +$178K +1,164 +35%
TFA
984
Transamerica Financial Advisors
Florida
$730K +$31.7K +207 +5%
AMBIA
985
Allen Mooney & Barnes Investment Advisors
Georgia
$728K -$39.2K -256 -5%
BWG
986
Beta Wealth Group
California
$728K +$20.5K +134 +3%
IWA
987
Inspirion Wealth Advisors
Illinois
$724K +$469K +3,062 +223%
CMI
988
Clare Market Investments
Texas
$721K -$23.6K -154 -3%
GWP
989
Gateway Wealth Partners
Wisconsin
$720K +$51.2K +334 +8%
AC
990
AXQ Capital
New Jersey
$718K +$674K +4,400 New
SHA
991
Seneca House Advisors
Virginia
$714K -$503K -3,283 -43%
WEPOG
992
Wealth Enhancement & Preservation of GA
Georgia
$714K +$83.8K +547 +14%
WAM
993
Werlinich Asset Management
Connecticut
$713K +$669K +4,370 New
JWM
994
Jeppson Wealth Management
California
$710K -$79.6K -520 -11%
FB
995
Fulton Bank
Pennsylvania
$710K -$19.1K -125 -3%
WWP
996
WR Wealth Planners
Missouri
$708K +$185K +1,206 +38%
APP
997
Avantax Planning Partners
Iowa
$706K – – –
ETC
998
Exchange Traded Concepts
Oklahoma
$705K +$62.2K +406 +10%
WHC
999
Wulff, Hansen & Co
California
$705K – – –
LOIP
1000
Live Oak Investment Partners
Texas
$704K – – –
38 39
40
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