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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
KOCAA
1051
Knights of Columbus Asset Advisors
Connecticut
$465K +$62.6K +418 +15%
SIC
1052
Shoker Investment Counsel
Ohio
$464K -$23.3K -156 -5%
SC
1053
Sawyer & Company
Massachusetts
$464K – – –
AHC
1054
Adell Harriman & Carpenter
Texas
$463K -$29.9K -200 -6%
ACS
1055
Archford Capital Strategies
Illinois
$463K -$150 -1 -0%
BRM
1056
Boston Research & Management
Massachusetts
$461K – – –
SFP
1057
Shepherd Financial Partners
Massachusetts
$461K +$150 +1 +0%
BFA
1058
Beaumont Financial Advisors
Massachusetts
$459K – – –
CBT
1059
Central Bank & Trust
Kentucky
$457K -$122K -817 -21%
SW
1060
SteelPeak Wealth
California
$457K – – –
MA
1061
MCF Advisors
Kentucky
$455K +$19.2K +128 +4%
FNBOH
1062
First National Bank of Hutchinson
Kansas
$454K +$7.93K +53 +2%
S
1063
SimplyRich
California
$454K +$98.5K +658 +28%
RC
1064
RBO & Co
California
$448K – – –
CCM
1065
Coldstream Capital Management
Washington
$448K +$88.6K +592 +18%
CG
1066
Caprock Group
Idaho
$447K -$40.7K -272 -8%
CGH
1067
CMG Global Holdings
Texas
$447K – – –
PAS
1068
Park Avenue Securities
New York
$446K +$128K +854 +40%
GIA
1069
Gladstone Institutional Advisory
Florida
$445K +$146K +975 +49%
GTCM
1070
Gyon Technologies Capital Management
New Jersey
$445K +$446K +2,980 New
OSNBOA
1071
Old Second National Bank of Aurora
Illinois
$444K – – –
OAM
1072
Oak Asset Management
California
$442K – – –
CGL
1073
Clarius Group LLC
Washington
$440K +$14.1K +94 +3%
KW
1074
KWB Wealth
California
$440K +$29.3K +196 +7%
MC
1075
Machina Capital
France
$440K +$82.2K +549 +23%
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