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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
1226
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$743K +$304K +1,350 +67%
BTWM
1227
Baker Tilly Wealth Management
Wisconsin
$743K -$23.2K -103 -3%
WIM
1228
Waverton Investment Management
United Kingdom
$742K -$161K -713 -18%
WWM
1229
Waterway Wealth Management
Texas
$740K +$159K +705 +27%
WEG
1230
World Equity Group
Illinois
$738K +$391K +1,734 +108%
FCM
1231
Fire Capital Management
California
$730K +$23.4K +104 +3%
YC
1232
Yarbrough Capital
Tennessee
$729K +$352K +1,564 +90%
FFA
1233
First Foundation Advisors
California
$727K +$4.73K +21 +0.6%
CFGW
1234
Chancellor Financial Group WB
Pennsylvania
$725K +$6.98K +31 +1%
IAG
1235
Ipsen Advisor Group
Arkansas
$724K -$4.28K -19 -0.6%
FFM
1236
Forum Financial Management
Illinois
$724K +$76.8K +341 +12%
MAM
1237
Madison Asset Management
Wisconsin
$723K – – –
ICM
1238
Intrepid Capital Management
Florida
$722K +$737K +3,271 New
AWE
1239
Avidian Wealth Enterprises
Texas
$722K +$51.4K +228 +8%
HWM
1240
Hohimer Wealth Management
Washington
$721K – – –
AA
1241
Armis Advisers
Georgia
$721K -$11.7K -52 -1%
BB
1242
Berkshire Bank
Massachusetts
$719K -$36.9K -164 -5%
BB
1243
Busey Bank
Illinois
$719K +$11.9K +53 +2%
CAM
1244
Cozad Asset Management
Illinois
$718K – – –
PFBT
1245
Parkside Financial Bank & Trust
Missouri
$717K +$92.6K +411 +15%
MFC
1246
Mechanics Financial Corp
Ohio
$716K – – –
PGAM
1247
Princeton Global Asset Management
New Jersey
$715K +$391K +1,738 +116%
KA
1248
Kovack Advisors
Florida
$712K +$4.5K +20 +0.6%
TL
1249
Tradewinds LLC
North Carolina
$712K +$726K +3,223 New
MWM
1250
Modera Wealth Management
New Jersey
$710K +$21.6K +96 +3%
48 49
50
51 52