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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1201
KMG Fiduciary Partners
Ohio
$382K – – –
OIS
1202
Okabena Investment Services
Minnesota
$382K – – –
SCA
1203
Stuart Chaussee & Associates
California
$382K – – –
HA
1204
Herold Advisors
New York
$382K +$159K +990 +76%
OQS
1205
Occudo Quantitative Strategies
Florida
$381K -$2.18M -13,552 -86%
CA
1206
Callahan Advisors
Texas
$381K +$40.4K +251 +12%
CAG
1207
Csenge Advisory Group
Florida
$378K -$25.7K -160 -6%
BIM
1208
Bridges Investment Management
Nebraska
$378K +$42.8K +266 +13%
MLFP
1209
MPS Loria Financial Planners
Illinois
$377K -$20.3K -126 -5%
HI
1210
Hudock Inc
Pennsylvania
$377K -$14.8K -92 -4%
AFP
1211
Ausdal Financial Partners
Iowa
$377K -$14K -87 -4%
LNB
1212
Ledyard National Bank
$375K – – –
SWM
1213
Stockman Wealth Management
Montana
$372K – – –
TCPWM
1214
Traverso Chambers Private Wealth Management
California
$372K – – –
BL
1215
Balentine LLC
Georgia
$372K +$358K +2,226 New
ADBIC
1216
A.D. Beadell Investment Counsel
Wisconsin
$371K -$48.2K -300 -12%
ST
1217
Smithfield Trust
Pennsylvania
$370K -$8.04K -50 -2%
AC
1218
ASB Consultores
Florida
$370K +$356K +2,217 New
KFA
1219
Krane Funds Advisors
New York
$368K -$82.5K -513 -19%
AL
1220
Aspiriant LLC
California
$368K +$355K +2,205 New
HCA
1221
Horan Capital Advisors
Ohio
$367K – – –
CG
1222
Caprock Group
Idaho
$364K -$131K -814 -27%
H
1223
HoyleCohen
California
$361K +$35.4K +220 +11%
CCP
1224
Cassia Capital Partners
North Carolina
$360K +$347K +2,158 New
FFM
1225
Forum Financial Management
Illinois
$359K +$346K +2,150 New
47 48
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