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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1101
Empirical Wealth Management
Washington
$553K -$27.8K -168 -5%
VSQM
1102
V-Square Quantitative Management
Illinois
$553K +$527K +3,188 New
MFWP
1103
Mosaic Family Wealth Partners
Missouri
$551K -$331 -2 -0.1%
EIA
1104
Eldridge Investment Advisors
New Hampshire
$550K – – –
KA
1105
Kintegral Advisory
New York
$547K – – –
9WM
1106
9258 Wealth Management
Ohio
$547K -$14.4K -87 -3%
CAM
1107
Cozad Asset Management
Illinois
$542K +$4.96K +30 +1%
NL
1108
NWAM LLC
Washington
$542K +$64K +387 +14%
SB
1109
Simmons Bank
Arkansas
$542K +$70.9K +429 +16%
CA
1110
Clearstead Advisors
Ohio
$541K -$16.7K -101 -3%
BFA
1111
Beaumont Financial Advisors
Massachusetts
$538K +$3.31K +20 +0.6%
CWM
1112
Cornerstone Wealth Management
Missouri
$538K +$224K +1,358 +78%
GWANC
1113
Guardian Wealth Advisors (North Carolina)
North Carolina
$537K +$18K +109 +4%
BRM
1114
Boston Research & Management
Massachusetts
$535K – – –
PI
1115
PFG Investments
New York
$534K -$16.4K -99 -3%
SIC
1116
Shoker Investment Counsel
Ohio
$532K +$661 +4 +0.1%
MCM
1117
Morton Capital Management
California
$531K – – –
UF
1118
Univest Financial
Pennsylvania
$530K +$9.92K +60 +2%
SW
1119
SlateStone Wealth
Florida
$528K +$48.4K +293 +11%
AFG
1120
AFS Financial Group
Maryland
$528K +$8.6K +52 +2%
MFC
1121
Mechanics Financial Corp
Ohio
$521K +$12.6K +76 +3%
RC
1122
RBO & Co
California
$520K – – –
UM
1123
UniSuper Management
Australia
$520K +$496K +3,000 New
BB
1124
Berkshire Bank
Massachusetts
$520K +$95.1K +575 +24%
CGH
1125
CMG Global Holdings
Texas
$516K – – –
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