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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
1001
ICA Group Wealth Management
Colorado
$1.02M +$66.2K +337 +8%
RA
1002
RFG Advisory
Alabama
$1.02M -$48.9K -249 -5%
XF
1003
XML Financial
Maryland
$1.02M -$53.6K -273 -5%
WPC
1004
Wedmont Private Capital
Pennsylvania
$1.01M +$20.4K +104 +2%
BONST
1005
Bank of Nova Scotia Trust
Ontario, Canada
$1.01M -$19.7K -100 -2%
LC
1006
Lavaca Capital
Texas
$1.01M -$39.3K -200 -4%
MFG
1007
Mainsail Financial Group
Washington
$1.01M -$5.9K -30 -0.6%
AA
1008
Advisory Alpha
Michigan
$1M +$15.9K +81 +2%
JWCA
1009
J.W. Cole Advisors
Florida
$997K +$34.6K +176 +4%
HPC
1010
HM Payson & Co
Maine
$996K +$2.75K +14 +0.3%
AFG
1011
Atomi Financial Group
New York
$995K +$464K +2,363 +102%
CCB
1012
Country Club Bank
Missouri
$987K – – –
FMC
1013
First Merchants Corp
Indiana
$985K +$404K +2,057 +80%
A
1014
Allianz
Germany
$981K +$904K +4,601 New
PR
1015
Payden & Rygel
California
$980K – – –
PRIG
1016
Payden & Rygel Investment Group
California
$980K +$904K +4,600 New
SF
1017
Symphony Financial
Texas
$978K -$39.9K -203 -4%
DWP
1018
Daymark Wealth Partners
Ohio
$974K -$14.7K -75 -2%
RIM
1019
RW Investment Management
Idaho
$973K +$83.5K +425 +10%
JWCA
1020
J.W. Coons Advisors
Ohio
$970K – – –
MAM
1021
MWA Asset Management
Massachusetts
$970K +$24.8K +126 +3%
MFG
1022
MidWestOne Financial Group
Iowa
$969K +$9.83K +50 +1%
SSA
1023
Schonfeld Strategic Advisors
New York
$965K -$1.86M -9,446 -68%
OFS
1024
OneAscent Financial Services
Alabama
$958K -$6.09K -31 -0.7%
IA
1025
IFP Advisors
Florida
$957K +$30.7K +156 +4%
39 40
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