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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1301
Wimmer Associates 1
California
$281K – – –
MFG
1302
Magnus Financial Group
New York
$280K – – –
PB
1303
Pinnacle Bancorp
Nebraska
$279K – – –
ARG
1304
Advisory Resource Group
Oklahoma
$279K +$303 +2 +0.1%
BFA
1305
Bragg Financial Advisors
North Carolina
$279K +$33.8K +223 +14%
AAM
1306
Auxier Asset Management
Oregon
$278K – – –
SEP
1307
Southland Equity Partners
Missouri
$277K -$152 -1 -0.1%
MHIC
1308
Marble Harbor Investment Counsel
Massachusetts
$277K – – –
BTW
1309
Boston Trust Walden
Massachusetts
$276K – – –
BG
1310
Bollard Group
Massachusetts
$276K +$1.06K +7 +0.4%
MW
1311
Marcum Wealth
Ohio
$276K +$3.33K +22 +1%
EGM
1312
Engineers Gate Manager
New York
$276K +$264K +1,742 New
IRC
1313
Investors Research Corp
Georgia
$275K – – –
FHC
1314
Forest Hill Capital
Arkansas
$274K – – –
HPWM
1315
Highland Private Wealth Management
Washington
$274K +$4.4K +29 +2%
WIS
1316
Wright Investors Service
Connecticut
$274K +$262K +1,727 New
AIFAIM
1317
American Institute for Advanced Investment Management
Arizona
$273K – – –
CA
1318
Calton & Associates
Florida
$272K -$26.2K -173 -9%
ATFA
1319
All Terrain Financial Advisors
Minnesota
$272K -$14.6K -96 -5%
WP
1320
WealthPLAN Partners
Nebraska
$270K -$40.2K -265 -14%
BDF
1321
Balasa Dinverno & Foltz
$270K -$1.06K -7 -0.4%
BFS
1322
Bickling Financial Services
Massachusetts
$270K +$910 +6 +0.4%
WIM
1323
WealthPlan Investment Management
Nebraska
$270K +$249K +1,643 New
BHWM
1324
Beaird Harris Wealth Management
Texas
$269K -$45.5K -300 -15%
RWP
1325
RWA Wealth Partners
Massachusetts
$269K +$257K +1,696 New
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