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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1051
Powell Investment Advisors
Florida
$350K – – –
ACM
1052
AlphaStar Capital Management
North Carolina
$350K +$356K +3,050 New
9WM
1053
9258 Wealth Management
Ohio
$349K +$31K +266 +10%
BAS
1054
Brown Advisory Securities
Maryland
$348K +$233 +2 +0.1%
EWM
1055
Empirical Wealth Management
Washington
$347K +$12K +103 +4%
P
1056
Pitcairn
Pennsylvania
$346K -$45.5K -390 -12%
MA
1057
MCF Advisors
Kentucky
$343K – – –
VVP
1058
Venture Visionary Partners
Ohio
$343K +$339K +2,910 New
FMTCOCP
1059
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$338K – – –
MMA
1060
Miracle Mile Advisors
California
$338K +$334K +2,864 New
GM
1061
GeoWealth Management
Illinois
$336K +$31.8K +273 +11%
IAIM
1062
International Assets Investment Management
Florida
$335K +$43.5K +373 +15%
RG
1063
Retirement Group
California
$334K +$324K +2,775 +4,625%
VCA
1064
Verdence Capital Advisors
Maryland
$333K -$117 -1 -0%
OAM
1065
Oak Asset Management
California
$332K – – –
SFO
1066
Stokes Family Office
Louisiana
$330K -$21.8K -187 -6%
WG
1067
Welch Group
Alabama
$329K +$83.4K +715 +35%
BHTS
1068
Bar Harbor Trust Services
Maine
$328K -$15.2K -130 -4%
WKWM
1069
Walter & Keenan Wealth Management
Indiana
$328K +$20.8K +178 +7%
MMPW
1070
Mitchell McLeod Pugh & Williams
Alabama
$326K – – –
CAG
1071
Csenge Advisory Group
Florida
$325K -$52.4K -449 -14%
OC
1072
Oakworth Capital
Alabama
$323K -$2.92K -25 -0.9%
PHS
1073
Pekin Hardy Strauss
Illinois
$323K +$81.6K +700 +34%
PVH
1074
Psagot Value Holdings
Israel
$321K – – –
CPA
1075
Court Place Advisors
Maryland
$319K – – –
41 42
43
44 45