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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1026
Oak Asset Management
California
$325K +$3.43K +31 +1%
AWM
1027
Altium Wealth Management
New York
$325K +$13K +118 +4%
FMTCOCP
1028
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$324K -$111K -1,000 -26%
EWM
1029
Empirical Wealth Management
Washington
$322K +$56.5K +511 +22%
PL
1030
Perpetual Ltd
Australia
$322K +$60.7K +549 +24%
OFS
1031
OneAscent Financial Services
Alabama
$320K -$63K -570 -17%
VCA
1032
Verdence Capital Advisors
Maryland
$320K -$5.86K -53 -2%
WB
1033
West Bancorporation
Iowa
$320K +$89.3K +808 +40%
PF
1034
Phoenix Financial
Israel
$319K +$330K +2,985 New
AHB
1035
Abner Herrman & Brock
New Jersey
$318K – – –
RA
1036
RFG Advisory
Alabama
$317K +$1.33K +12 +0.4%
HIMC
1037
Heritage Investors Management Corp
Maryland
$317K +$16.6K +150 +6%
CA
1038
Calton & Associates
Florida
$317K +$38.6K +349 +14%
FCH
1039
Freestone Capital Holdings
Washington
$317K +$33.7K +305 +12%
AWM
1040
Apollon Wealth Management
South Carolina
$316K +$80.2K +726 +35%
CG
1041
Caprock Group
Idaho
$315K +$57.9K +524 +23%
OC
1042
Oakworth Capital
Alabama
$313K – – –
MMPW
1043
Mitchell McLeod Pugh & Williams
Alabama
$313K +$28.7K +260 +10%
PVH
1044
Psagot Value Holdings
Israel
$308K -$570K -5,159 -65%
WAM
1045
Wealthspire Advisors (Maryland)
Maryland
$307K -$1.22M -11,007 -80%
SWM
1046
SVA Wealth Management
Wisconsin
$306K -$11.1K -100 -4%
CPA
1047
Court Place Advisors
Maryland
$306K +$442 +4 +0.1%
LWAC
1048
Laurel Wealth Advisors (California)
California
$303K -$7.4K -67 -2%
HWM
1049
Hohimer Wealth Management
Washington
$301K -$1.44K -13 -0.5%
GLA
1050
Good Life Advisors
Pennsylvania
$301K +$51.8K +469 +21%
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