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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
1151
Boston Research & Management
Massachusetts
$553K – – –
FFA
1152
First Foundation Advisors
California
$553K -$200K -1,194 -28%
9WM
1153
9258 Wealth Management
Ohio
$551K -$10.7K -64 -2%
MCM
1154
Morton Capital Management
California
$549K – – –
NL
1155
NWAM LLC
Washington
$548K +$21.8K +130 +4%
SIC
1156
Shoker Investment Counsel
Ohio
$548K +$335 +2 +0.1%
SB
1157
Simmons Bank
Arkansas
$545K -$52.7K -314 -9%
MFC
1158
Mechanics Financial Corp
Ohio
$545K +$11.7K +70 +2%
VCA
1159
Verdence Capital Advisors
Maryland
$544K +$5.7K +34 +1%
CG
1160
Caprock Group
Idaho
$541K +$45.8K +273 +10%
MSAM
1161
Moloney Securities Asset Management
Missouri
$540K +$335 +2 +0.1%
HGERS
1162
Householder Group Estate & Retirement Specialist
Arizona
$539K -$248K -1,481 -33%
AP
1163
Appleton Partners
Massachusetts
$539K -$39.4K -235 -7%
XWM
1164
Xcel Wealth Management
Florida
$538K +$168 +1 +0%
RC
1165
RBO & Co
California
$537K – – –
GWANC
1166
Guardian Wealth Advisors (North Carolina)
North Carolina
$536K +$6.88K +41 +1%
JWM
1167
Jeppson Wealth Management
California
$535K +$37.7K +225 +8%
CBTWT
1168
Community Bank & Trust (Waco, Texas)
Texas
$535K +$121K +723 +32%
PS
1169
Principal Securities
Iowa
$532K +$498K +2,971 New
SIA
1170
Schechter Investment Advisors
Michigan
$532K -$12.7K -76 -2%
GT
1171
Glenview Trust
Kentucky
$531K +$93.4K +557 +23%
TWM
1172
Tradition Wealth Management
Minnesota
$531K – – –
LWAM
1173
Legacy Wealth Asset Management
Minnesota
$529K +$671 +4 +0.1%
MF
1174
Meridian Financial
Massachusetts
$527K +$3.35K +20 +0.7%
EWM
1175
Empirical Wealth Management
Washington
$526K -$1.17K -7 -0.2%
45 46
47
48 49