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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1051
Shepherd Financial Partners
Massachusetts
$433K +$138 +1 +0%
CRC
1052
Curi RMB Capital
Illinois
$433K +$11.1K +80 +3%
BRM
1053
Boston Research & Management
Massachusetts
$432K – – –
BCA
1054
Bay Colony Advisors
Massachusetts
$432K +$20.5K +148 +5%
SWP
1055
Strategic Wealth Partners
Ohio
$430K -$12.2K -88 -3%
BFA
1056
Beaumont Financial Advisors
Massachusetts
$430K +$424K +3,070 New
SW
1057
SteelPeak Wealth
California
$429K – – –
RC
1058
RBO & Co
California
$420K – – –
CGH
1059
CMG Global Holdings
Texas
$419K – – –
FNBOH
1060
First National Bank of Hutchinson
Kansas
$418K +$19.2K +139 +5%
OSNBOA
1061
Old Second National Bank of Aurora
Illinois
$417K -$12.2K -88 -3%
ARC
1062
Advisor Resource Council
Texas
$415K +$410K +2,966 New
WFG
1063
Wills Financial Group
Virginia
$414K +$409K +2,961 New
PVH
1064
Psagot Value Holdings
Israel
$410K – – –
PP
1065
Paloma Partners
Connecticut
$409K -$2.27M -16,391 -85%
MA
1066
MCF Advisors
Kentucky
$409K +$1.24K +9 +0.3%
FMTCOCP
1067
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$407K +$12.4K +90 +3%
TMAM
1068
Tokio Marine Asset Management
Japan
$404K +$29.7K +215 +8%
BOS
1069
Bank of Stockton
California
$402K -$14.8K -107 -4%
VFA
1070
Valeo Financial Advisors
Indiana
$402K -$138 -1 -0%
CGL
1071
Clarius Group LLC
Washington
$400K +$8.57K +62 +2%
DWM
1072
Doyle Wealth Management
Florida
$398K – – –
BB
1073
Busey Bank
Illinois
$395K -$25.4K -184 -6%
HIIFS
1074
Harel Insurance Investments & Financial Services
Israel
$395K +$120K +865 New
IF
1075
Intrua Financial
Texas
$394K -$16K -116 -4%
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