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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1226
Bill Few Associates
Pennsylvania
$744K – – –
SFP
1227
Shepherd Financial Partners
Massachusetts
$744K +$225 +1 +0%
JFGIW
1228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$743K +$304K +1,350 +67%
BTWM
1229
Baker Tilly Wealth Management
Wisconsin
$743K -$23.2K -103 -3%
WIM
1230
Waverton Investment Management
United Kingdom
$742K -$161K -713 -18%
WWM
1231
Waterway Wealth Management
Texas
$740K +$159K +705 +27%
WEG
1232
World Equity Group
Illinois
$738K +$391K +1,734 +108%
FCM
1233
Fire Capital Management
California
$730K +$23.4K +104 +3%
YC
1234
Yarbrough Capital
Tennessee
$729K +$352K +1,564 +90%
FFA
1235
First Foundation Advisors
California
$727K +$4.73K +21 +0.6%
CFGW
1236
Chancellor Financial Group WB
Pennsylvania
$725K +$6.98K +31 +1%
IAG
1237
Ipsen Advisor Group
Arkansas
$724K -$4.28K -19 -0.6%
FFM
1238
Forum Financial Management
Illinois
$724K +$76.8K +341 +12%
MAM
1239
Madison Asset Management
Wisconsin
$723K – – –
ICM
1240
Intrepid Capital Management
Florida
$722K +$737K +3,271 New
AWE
1241
Avidian Wealth Enterprises
Texas
$722K +$51.4K +228 +8%
HWM
1242
Hohimer Wealth Management
Washington
$721K – – –
AA
1243
Armis Advisers
Georgia
$721K -$11.7K -52 -1%
BB
1244
Berkshire Bank
Massachusetts
$719K -$36.9K -164 -5%
BB
1245
Busey Bank
Illinois
$719K +$11.9K +53 +2%
CAM
1246
Cozad Asset Management
Illinois
$718K – – –
PFBT
1247
Parkside Financial Bank & Trust
Missouri
$717K +$92.6K +411 +15%
MFC
1248
Mechanics Financial Corp
Ohio
$716K – – –
PGAM
1249
Princeton Global Asset Management
New Jersey
$715K +$391K +1,738 +116%
KA
1250
Kovack Advisors
Florida
$712K +$4.5K +20 +0.6%
48 49
50
51 52