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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1026
Kathmere Capital Management
Pennsylvania
$688K +$58K +351 +10%
ET
1027
Equitable Trust
Tennessee
$684K – – –
BHBT
1028
Burke & Herbert Bank & Trust
Virginia
$678K -$146K -881 -18%
JWCA
1029
J.W. Cole Advisors
Florida
$678K -$46.5K -281 -7%
SF
1030
Symphony Financial
Texas
$678K +$54.2K +328 +9%
AU
1031
Algebris (UK)
United Kingdom
$677K +$47.9K +290 +8%
NME
1032
Notis-McConarty Edward
$676K – – –
KIG
1033
Kennedy Investment Group
New Jersey
$673K +$21.7K +131 +3%
FNBOH
1034
First National Bank of Hutchinson
Kansas
$673K +$13.2K +80 +2%
MSAM
1035
Moloney Securities Asset Management
Missouri
$671K +$331 +2 +0.1%
SW
1036
SteelPeak Wealth
California
$669K +$28.6K +173 +5%
IIM
1037
Ipswich Investment Management
Massachusetts
$668K – – –
NF
1038
Nikulski Financial
Iowa
$665K – – –
TCM
1039
Tandem Capital Management
New Jersey
$663K – – –
CA
1040
CSM Advisors
Pennsylvania
$662K -$49.6K -300 -7%
NRA
1041
NSI Retail Advisors
Pennsylvania
$662K -$49.6K -300 -7%
FAIM
1042
Financial Advocates Investment Management
Washington
$662K -$19.8K -120 -3%
RIA
1043
Richwood Investment Advisors
Ohio
$659K +$5.13K +31 +0.8%
SA
1044
SL Advisors
New Jersey
$657K – – –
WP
1045
WealthSource Partners
California
$655K -$25.8K -156 -4%
NCM
1046
NCM Capital Management
New Jersey
$648K – – –
PWG
1047
Portside Wealth Group
Utah
$648K +$617K +3,735 New
LW
1048
Linscomb Wealth
Texas
$647K -$1.65K -10 -0.3%
WPC
1049
Wedmont Private Capital
Pennsylvania
$646K +$39.7K +240 +7%
MA
1050
MONECO Advisors
Connecticut
$646K -$16.4K -99 -3%
40 41
42
43 44