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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
976
Kingswood Wealth Advisors
California
$783K +$746K +4,515 New
FMWA
977
Forvis Mazars Wealth Advisors
Missouri
$781K +$107K +648 +17%
MBT
978
Montecito Bank & Trust
California
$780K -$52.2K -316 -7%
NPF
979
Norris Perne & French
Michigan
$780K -$205K -1,243 -22%
AMBIA
980
Allen Mooney & Barnes Investment Advisors
Georgia
$776K +$1.65K +10 +0.2%
GHA
981
GW Henssler & Associates
Georgia
$775K -$5.29K -32 -0.7%
AWM
982
Axxcess Wealth Management
California
$774K +$67.9K +411 +10%
RIA
983
Realta Investment Advisors
Delaware
$773K -$70.4K -426 -9%
AIP
984
Ameritas Investment Partners
Nebraska
$768K -$22.8K -138 -3%
PA
985
Profund Advisors
Maryland
$767K +$56.7K +343 +8%
KW
986
KWB Wealth
California
$765K +$142K +857 +24%
BAM
987
Bosun Asset Management
Illinois
$763K -$16.4K -99 -2%
CBNLCF
988
Cognios Beta Neutral Large Cap Fund
Kansas
$760K -$335K -2,027 -32%
JWM
989
Jeppson Wealth Management
California
$755K – – –
FFA
990
Founders Financial Alliance
North Carolina
$752K +$22.3K +135 +3%
APP
991
Avantax Planning Partners
Iowa
$751K +$331 +2 +0%
WANY
992
Wealthspire Advisors (New York)
New York
$746K -$40.8K -247 -5%
WHC
993
Wulff, Hansen & Co
California
$745K -$3.97K -24 -0.6%
IWA
994
Inspirion Wealth Advisors
Illinois
$743K -$25.3K -153 -3%
GLA
995
Great Lakes Advisors
Illinois
$742K -$158K -953 -18%
CAM
996
Cypress Asset Management
Texas
$738K – – –
DLA
997
Douglas Lane & Associates
New York
$734K +$132K +796 +23%
E
998
Ergoteles
New York
$733K +$698K +4,224 New
IAN
999
Integrated Advisors Network
Texas
$731K +$40.8K +247 +6%
LOIP
1000
Live Oak Investment Partners
Texas
$731K – – –
38 39
40
41 42