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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1026
Empirical Wealth Management
Washington
$322K +$56.5K +511 +22%
PL
1027
Perpetual Ltd
Australia
$322K +$60.7K +549 +24%
OFS
1028
OneAscent Financial Services
Alabama
$320K -$63K -570 -17%
VCA
1029
Verdence Capital Advisors
Maryland
$320K -$5.86K -53 -2%
WB
1030
West Bancorporation
Iowa
$320K +$89.3K +808 +40%
PF
1031
Phoenix Financial
Israel
$319K +$330K +2,985 New
AHB
1032
Abner Herrman & Brock
New Jersey
$318K – – –
RA
1033
RFG Advisory
Alabama
$317K +$1.33K +12 +0.4%
HIMC
1034
Heritage Investors Management Corp
Maryland
$317K +$16.6K +150 +6%
CA
1035
Calton & Associates
Florida
$317K +$38.6K +349 +14%
FCH
1036
Freestone Capital Holdings
Washington
$317K +$33.7K +305 +12%
AWM
1037
Apollon Wealth Management
South Carolina
$316K +$80.2K +726 +35%
CG
1038
Caprock Group
Idaho
$315K +$57.9K +524 +23%
OC
1039
Oakworth Capital
Alabama
$313K – – –
MMPW
1040
Mitchell McLeod Pugh & Williams
Alabama
$313K +$28.7K +260 +10%
PVH
1041
Psagot Value Holdings
Israel
$308K -$570K -5,159 -65%
WAM
1042
Wealthspire Advisors (Maryland)
Maryland
$307K -$1.22M -11,007 -80%
SWM
1043
SVA Wealth Management
Wisconsin
$306K -$11.1K -100 -4%
CPA
1044
Court Place Advisors
Maryland
$306K +$442 +4 +0.1%
LWAC
1045
Laurel Wealth Advisors (California)
California
$303K -$7.4K -67 -2%
HWM
1046
Hohimer Wealth Management
Washington
$301K -$1.44K -13 -0.5%
GLA
1047
Good Life Advisors
Pennsylvania
$301K +$51.8K +469 +21%
FNBOMD
1048
First National Bank of Mount Dora
Florida
$299K – – –
JIC
1049
Joel Isaacson & Co
New York
$299K – – –
PL
1050
Parthenon LLC
Kentucky
$294K – – –
40 41
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