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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1201
Howard Capital Management
Georgia
$726K +$78.8K +367 +11%
OC
1202
Oakworth Capital
Alabama
$725K +$7.09K +33 +0.9%
KWMG
1203
King Wealth Management Group
Florida
$719K +$215 +1 +0%
CWM
1204
Cornerstone Wealth Management
Missouri
$718K +$24.5K +114 +3%
BB
1205
Berkshire Bank
Massachusetts
$718K +$4.3K +20 +0.6%
KW
1206
KWB Wealth
California
$717K +$154K +718 +26%
KA
1207
Kintegral Advisory
New York
$714K -$35.4K -165 -4%
AFP
1208
Ausdal Financial Partners
Iowa
$710K +$126K +585 +20%
CA
1209
Cornerstone Advisory
Maryland
$710K +$156K +727 +30%
JSW
1210
Journey Strategic Wealth
New Jersey
$710K +$34.6K +161 +5%
CWP
1211
Core Wealth Partners
California
$708K – – –
IAS
1212
Insigneo Advisory Services
Florida
$707K -$18.7K -87 -2%
OCM
1213
Orleans Capital Management
Louisiana
$707K – – –
LS
1214
Livforsakringsbolaget Skandia
Sweden
$700K – – –
RIA
1215
Richwood Investment Advisors
Ohio
$698K – – –
FFA
1216
First Foundation Advisors
California
$694K -$5.37K -25 -0.7%
KRSITF
1217
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$693K +$996K +4,639 +43%
IAG
1218
Ipsen Advisor Group
Arkansas
$687K +$731K +3,405 New
SIA
1219
SGL Investment Advisors
Montana
$687K +$6.01K +28 +0.9%
BTWM
1220
Baker Tilly Wealth Management
Wisconsin
$683K +$62.1K +289 +9%
IWA
1221
Inspirion Wealth Advisors
Illinois
$680K – – –
SFP
1222
Shepherd Financial Partners
Massachusetts
$679K -$1.07K -5 -0.1%
AP
1223
Americana Partners
Texas
$679K – – –
SIM
1224
Stratos Investment Management
Ohio
$678K -$3.04M -14,152 -81%
CBTWT
1225
Community Bank & Trust (Waco, Texas)
Texas
$675K +$39.7K +185 +6%
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