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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1001
Montecito Bank & Trust
California
$678K -$8.25K -51 -1%
FMWA
1002
Forvis Mazars Wealth Advisors
Missouri
$676K -$11K -68 -2%
PWMAG
1003
Pinnacle Wealth Management Advisory Group
New Jersey
$675K +$36.9K +228 +5%
MAM
1004
MWA Asset Management
Massachusetts
$670K +$711K +4,397 New
RA
1005
RFG Advisory
Alabama
$670K +$182K +1,126 +34%
BCA
1006
Bay Colony Advisors
Massachusetts
$667K +$60.4K +373 +9%
AWM
1007
Axxcess Wealth Management
California
$667K -$14.6K -90 -2%
NW
1008
NewEdge Wealth
Pennsylvania
$665K +$60.4K +373 +9%
WPC
1009
Wedmont Private Capital
Pennsylvania
$662K +$59.7K +369 +10%
CI
1010
Cigna Investments
Connecticut
$660K -$91.7K -567 -12%
AIP
1011
Ameritas Investment Partners
Nebraska
$658K -$18K -111 -3%
RIA
1012
Realta Investment Advisors
Delaware
$658K -$107K -663 -15%
HAG
1013
HF Advisory Group
Maryland
$655K +$20.1K +124 +3%
WHC
1014
Wulff, Hansen & Co
California
$655K – – –
IWA
1015
Inspirion Wealth Advisors
Illinois
$653K – – –
FFA
1016
First Foundation Advisors
California
$652K +$18.1K +112 +3%
SFB
1017
STAR Financial Bank
Indiana
$652K -$58.3K -360 -8%
LOIP
1018
Live Oak Investment Partners
Texas
$650K – – –
MIA
1019
MMBG Investment Advisors
Florida
$649K – – –
CAM
1020
Cypress Asset Management
Texas
$649K +$8.09K +50 +1%
PA
1021
Profund Advisors
Maryland
$648K -$27.5K -170 -4%
EF
1022
Empowered Funds
Pennsylvania
$646K +$146K +901 +27%
AWA
1023
Arete Wealth Advisors
Illinois
$646K -$645K -3,986 -48%
MP
1024
McDonald Partners
Ohio
$642K -$115K -709 -14%
BB
1025
Busey Bank
Illinois
$642K -$414K -2,558 -38%
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