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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
1226
Fiduciary Family Office
Florida
$765K +$732K +3,306 New
HCM
1227
Howard Capital Management
Georgia
$763K -$67.3K -304 -8%
RMDI
1228
R.M. Davis Inc
Maine
$761K +$294K +1,328 +68%
TNB
1229
Thomasville National Bank
Georgia
$758K -$3.32K -15 -0.5%
BFA
1230
Bill Few Associates
Pennsylvania
$758K – – –
AMCA
1231
Arthur M. Cohen & Associates
Illinois
$758K – – –
MAM
1232
Madison Asset Management
Wisconsin
$758K – – –
HWM
1233
Hohimer Wealth Management
Washington
$756K +$12.2K +55 +2%
IAG
1234
Ipsen Advisor Group
Arkansas
$754K -$32.3K -146 -4%
CAM
1235
Cozad Asset Management
Illinois
$753K – – –
AV
1236
Alamea Verwaltungs
New Jersey
$752K +$719K +3,247 New
MCM
1237
Morton Capital Management
California
$749K +$32.1K +145 +5%
MMPW
1238
Mitchell McLeod Pugh & Williams
Alabama
$743K +$221 +1 +0%
MFC
1239
Mechanics Financial Corp
Ohio
$742K +$39.2K +177 +6%
API
1240
Asset Planning Inc
California
$739K +$2.21K +10 +0.3%
FCM
1241
Fire Capital Management
California
$739K +$74K +334 +12%
CWP
1242
Cyndeo Wealth Partners
Florida
$737K -$443 -2 -0.1%
EGM
1243
Engineers Gate Manager
New York
$736K -$30.8M -138,903 -98%
GT
1244
Glenview Trust
Kentucky
$735K +$6.2K +28 +0.9%
S
1245
SimplyRich
California
$735K +$221 +1 +0%
GLA
1246
Good Life Advisors
Pennsylvania
$730K +$3.54K +16 +0.5%
AP
1247
Americana Partners
Texas
$729K -$48.1K -217 -6%
MWM
1248
Modera Wealth Management
New Jersey
$728K -$12K -54 -2%
AWCI
1249
Alpine Woods Capital Investors
New York
$728K -$895K -4,040 -56%
BA
1250
Bridgewater Advisors
New York
$727K +$704K +3,177 New
48 49
50
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