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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1101
Shoker Investment Counsel
Ohio
$519K +$643 +4 +0.1%
SFP
1102
Shepherd Financial Partners
Massachusetts
$519K +$2.41K +15 +0.5%
CCT
1103
Country Club Trust
Missouri
$518K -$4.02K -25 -0.8%
SC
1104
Sawyer & Company
Massachusetts
$518K – – –
BRM
1105
Boston Research & Management
Massachusetts
$515K – – –
MCM
1106
Morton Capital Management
California
$511K +$493K +3,064 New
SW
1107
SteelPeak Wealth
California
$511K – – –
XT
1108
XTX Topco
Cayman Islands
$508K +$490K +3,045 New
CGL
1109
Clarius Group LLC
Washington
$507K +$14.6K +91 +3%
ACS
1110
Archford Capital Strategies
Illinois
$502K -$15.3K -95 -3%
RC
1111
RBO & Co
California
$501K – – –
CGH
1112
CMG Global Holdings
Texas
$499K – – –
PAS
1113
Park Avenue Securities
New York
$499K +$804 +5 +0.2%
SFWA
1114
Summit Financial Wealth Advisors
Louisiana
$498K -$24.1K -150 -5%
SRG
1115
SBB Research Group
Illinois
$496K +$478K +2,972 New
KW
1116
KWB Wealth
California
$493K +$1.13K +7 +0.2%
EAM
1117
Evanson Asset Management
California
$491K -$88.4K -550 -16%
MMPW
1118
Mitchell McLeod Pugh & Williams
Alabama
$488K – – –
PWA
1119
Primoris Wealth Advisors
Florida
$488K +$468K +2,908 New
CB
1120
Community Bank
New York
$487K +$9.65K +60 +2%
MFC
1121
Mechanics Financial Corp
Ohio
$485K +$467K +2,905 New
CBT
1122
Central Bank & Trust
Kentucky
$482K -$27.7K -172 -6%
LA
1123
Latitude Advisors
Florida
$475K +$965 +6 +0.2%
FMTCOCP
1124
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$473K +$4.02K +25 +0.9%
AF
1125
Advisornet Financial
Minnesota
$472K +$95K +591 +26%
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