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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
1251
Fukoku Mutual Life Insurance
Japan
$545K -$24.4K -124 -5%
AIS
1252
AM Investment Strategies
Tennessee
$544K +$32.4K +165 +7%
SF
1253
Summit Financial
New Jersey
$543K +$31.6K +161 +7%
SP
1254
Stablepoint Partners
Massachusetts
$542K +$15.1K +77 +3%
SMH
1255
Sanders Morris Harris
Texas
$542K +$500K +2,542 New
WAM
1256
Weinberger Asset Management
California
$542K +$2.16K +11 +0.4%
SWM
1257
Stockman Wealth Management
Montana
$541K -$4.32K -22 -0.9%
LA
1258
Latitude Advisors
Florida
$540K +$590 +3 +0.1%
IFS
1259
Ifrah Financial Services
Arkansas
$540K -$8.25K -42 -2%
CAL
1260
Capital Analysts LLC
Pennsylvania
$538K -$7.21M -36,683 -94%
FWM
1261
Foguth Wealth Management
Michigan
$536K +$494K +2,515 New
PL
1262
Parthenon LLC
Kentucky
$533K -$18.7K -95 -4%
UFF
1263
USA Financial Formulas
Michigan
$532K -$76.2K -388 -13%
SFWA
1264
Summit Financial Wealth Advisors
Louisiana
$529K – – –
ICG
1265
InterOcean Capital Group
Tennessee
$529K -$13.6K -69 -3%
OSNBOA
1266
Old Second National Bank of Aurora
Illinois
$528K – – –
GP
1267
Geneva Partners
Wisconsin
$526K – – –
RCIM
1268
Red Cedar Investment Management
Michigan
$526K – – –
GIM
1269
Goelzer Investment Management
Indiana
$526K +$175K +889 +56%
JWM
1270
Jupiter Wealth Management
Colorado
$525K – – –
KAS
1271
KPP Advisory Services
Kentucky
$523K -$3.93K -20 -0.8%
BHBT
1272
Burke & Herbert Bank & Trust
Virginia
$521K -$138K -702 -22%
V
1273
ViaWealth
Kansas
$520K – – –
LC
1274
Lindbrook Capital
California
$518K +$5.7K +29 +1%
MYIA
1275
Mount Yale Investment Advisors
Colorado
$515K -$36.4K -185 -7%
49 50
51
52 53