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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1126
Burke & Herbert Bank & Trust
Virginia
$480K -$123K -763 -20%
9WM
1127
9258 Wealth Management
Ohio
$479K -$1.62K -10 -0.3%
UF
1128
Univest Financial
Pennsylvania
$479K +$13.4K +83 +3%
BB
1129
Berkshire Bank
Massachusetts
$476K +$20.4K +126 +4%
LCM
1130
Landscape Capital Management
New Jersey
$476K +$505K +3,120 New
BFA
1131
Beaumont Financial Advisors
Massachusetts
$474K +$1.29K +8 +0.3%
MMPW
1132
Mitchell McLeod Pugh & Williams
Alabama
$473K +$40.9K +253 +9%
GLA
1133
Good Life Advisors
Pennsylvania
$473K -$36.1K -223 -7%
CGL
1134
Clarius Group LLC
Washington
$473K -$176K -1,090 -26%
PI
1135
PFG Investments
New York
$472K +$2.27K +14 +0.5%
BRM
1136
Boston Research & Management
Massachusetts
$471K – – –
MCM
1137
Morton Capital Management
California
$467K – – –
LCM
1138
Logan Capital Management
Pennsylvania
$467K +$494K +3,050 +23,462%
CWM
1139
Cahaba Wealth Management
Georgia
$466K -$45.5K -281 -8%
SIC
1140
Shoker Investment Counsel
Ohio
$466K -$1.78K -11 -0.4%
SIA
1141
Schechter Investment Advisors
Michigan
$464K -$31.4K -194 -6%
FCP
1142
Fidelis Capital Partners
Florida
$464K -$28.8K -178 -6%
SMH
1143
Sanders Morris Harris
Texas
$464K -$243K -1,500 -33%
MSAM
1144
Moloney Securities Asset Management
Missouri
$459K -$139K -858 -22%
XWM
1145
Xcel Wealth Management
Florida
$458K +$17.2K +106 +4%
VCA
1146
Verdence Capital Advisors
Maryland
$458K +$18.9K +117 +4%
RC
1147
RBO & Co
California
$457K – – –
UM
1148
UniSuper Management
Australia
$457K – – –
MWM
1149
Modera Wealth Management
New Jersey
$454K -$97.1K -600 -17%
CGH
1150
CMG Global Holdings
Texas
$453K – – –
44 45
46
47 48