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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
1001
McDaniel Terry & Co
Texas
$452K – – –
SFSIG
1002
San Francisco Sentry Investment Group
California
$452K +$4.67K +40 +1%
BFM
1003
Boston Financial Management
Massachusetts
$451K – – –
BC
1004
Burney Company
Virginia
$450K +$111K +950 +37%
ECG
1005
Edge Capital Group
Georgia
$445K -$351 -3 -0.1%
9WM
1006
9258 Wealth Management
Ohio
$441K +$53.4K +457 +15%
MA
1007
MONECO Advisors
Connecticut
$440K +$117 +1 +0%
WC
1008
Whitney & Co
New York
$439K -$2.34K -20 -0.6%
AWE
1009
Avidian Wealth Enterprises
Texas
$431K +$26.4K +226 +7%
AG
1010
AlphaSimPlex Group
Massachusetts
$431K +$32.1K +275 +9%
IFS
1011
Ifrah Financial Services
Arkansas
$429K -$173K -1,481 -31%
FCM
1012
Fortis Capital Management
Washington
$427K +$155K +1,323 +67%
SIC
1013
Shoker Investment Counsel
Ohio
$420K +$701 +6 +0.2%
DLA
1014
Douglas Lane & Associates
New York
$417K -$105K -896 -22%
CDH
1015
Charles D. Hyman
$417K -$29.2K -250 -7%
NIC
1016
Northwest Investment Counselors
Oregon
$414K -$16.4K -140 -4%
RE
1017
RBC Europe
United Kingdom
$414K – – –
GL
1018
Graypoint LLC
New York
$413K – – –
MHC
1019
Meyer Handelman Company
New York
$413K – – –
CCT
1020
Country Club Trust
Missouri
$413K +$95.3K +815 +34%
AHC
1021
Adell Harriman & Carpenter
Texas
$413K -$45.1K -386 -11%
MGIA
1022
Moneta Group Investment Advisors
Missouri
$411K +$23.5K +201 +7%
CIA
1023
Choate Investment Advisors
Massachusetts
$410K -$3.97K -34 -1%
PIM
1024
Perpetual Investment Management
Australia
$410K – – –
BS
1025
Bessemer Securities
New York
$410K +$146K +1,250 +65%
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