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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1301
Schechter Investment Advisors
Michigan
$654K -$13.1K -59 -2%
KA
1302
KLCM Advisors
Wisconsin
$654K – – –
MHIC
1303
Marble Harbor Investment Counsel
Massachusetts
$654K -$6.64K -30 -1%
GM
1304
GeoWealth Management
Illinois
$653K -$397K -1,794 -39%
AP
1305
Appleton Partners
Massachusetts
$653K -$13.3K -60 -2%
SS
1306
SBI Securities
Japan
$651K -$12K -54 -2%
AP
1307
Atwood & Palmer
Missouri
$649K +$21.7K +98 +4%
VCM
1308
Vision Capital Management
Oregon
$649K +$621K +2,802 New
AC
1309
Apella Capital
Connecticut
$647K +$12.2K +55 +2%
JSAM
1310
J. Safra Asset Management
New York
$646K +$262K +1,183 +74%
RLH
1311
RD Lewis Holdings
Florida
$646K -$10.4K -47 -2%
TC
1312
TwinBeech Capital
New York
$643K -$76.1M -343,742 -99%
MMCM
1313
Murphy & Mullick Capital Management
New York
$643K +$1.99K +9 +0.3%
MF
1314
Meridian Financial
Massachusetts
$642K – – –
GIP
1315
Greatmark Investment Partners
Georgia
$637K – – –
CI
1316
Corient IA
Florida
$637K +$609K +2,750 New
FFA
1317
First Foundation Advisors
California
$635K -$155K -700 -20%
CPA
1318
Court Place Advisors
Maryland
$632K +$6.2K +28 +1%
WC
1319
Whitney & Co
New York
$631K +$221 +1 +0%
P
1320
Pitcairn
Pennsylvania
$627K +$17.7K +80 +3%
RBFC
1321
Roman Butler Fullerton & Co
Missouri
$623K +$6.64K +30 +1%
EIA
1322
Eldridge Investment Advisors
New Hampshire
$622K – – –
NFSG
1323
Newbridge Financial Services Group
Florida
$619K -$21.9K -99 -4%
PWAM
1324
Private Wealth Asset Management
Iowa
$619K +$592K +2,673 New
BPWM
1325
Badgley Phelps Wealth Managers
Washington
$617K -$1.99K -9 -0.3%
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