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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1251
LGT Financial Advisors
Texas
$367K +$344K +2,248 New
CF
1252
Centaurus Financial
California
$366K -$15.2K -99 -4%
GT
1253
Glenview Trust
Kentucky
$365K -$119K -775 -26%
FFM
1254
Forum Financial Management
Illinois
$365K +$6.43K +42 +2%
MLFP
1255
MPS Loria Financial Planners
Illinois
$365K +$8.42K +55 +3%
MMM
1256
Mendel Money Management
Illinois
$364K +$31.4K +205 +10%
KFS
1257
Kurt F. Somerville
$364K – – –
SPWG
1258
Syntegra Private Wealth Group
Missouri
$362K +$9.19K +60 +3%
CA
1259
Cornerstone Advisory
Maryland
$359K +$1.69K +11 +0.5%
ACM
1260
Alethea Capital Management
Washington
$359K – – –
RCA
1261
Ranch Capital Advisors
Florida
$359K -$1.25M -8,135 -79%
MHS
1262
M Holdings Securities
Oregon
$354K -$111K -728 -25%
WSCM
1263
Wellington Shields Capital Management
New York
$354K +$10.1K +66 +3%
CSB
1264
City State Bank
Iowa
$353K -$3.06K -20 -0.9%
RBFC
1265
Roman Butler Fullerton & Co
Missouri
$353K -$7.35K -48 -2%
TCPWM
1266
Traverso Chambers Private Wealth Management
California
$353K -$15.5K -101 -4%
TCBWMS
1267
Texas Capital Bank Wealth Management Services
Texas
$345K -$9.19K -60 -3%
ST
1268
Smithfield Trust
Pennsylvania
$344K – – –
SFS
1269
Strategic Financial Services
New York
$344K – – –
RA
1270
Resolute Advisors
California
$344K +$1.38K +9 +0.4%
FNBSF
1271
First National Bank Sioux Falls
South Dakota
$343K – – –
MAG
1272
MRA Advisory Group
New Jersey
$342K +$321K +2,099 New
IF
1273
Intrua Financial
Texas
$342K -$4.44K -29 -1%
KTC
1274
Kistler-Tiffany Companies
Pennsylvania
$340K -$766 -5 -0.2%
BFIM
1275
Beese Fulmer Investment Management
Ohio
$340K -$3.22K -21 -1%
49 50
51
52 53