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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1301
Kintegral Advisory
New York
$750K -$33.3K -145 -4%
CAM
1302
Cozad Asset Management
Illinois
$748K – – –
MW
1303
Marble Wealth
Alabama
$746K -$125K -546 -14%
BCM
1304
Brasada Capital Management
Texas
$745K +$732K +3,186 New
LA
1305
Lynch & Associates
Indiana
$740K +$40.9K +178 +6%
MMPW
1306
Mitchell McLeod Pugh & Williams
Alabama
$739K +$230 +1 +0%
OHWP
1307
Oak Harbor Wealth Partners
North Carolina
$738K +$93.7K +408 +15%
MGCM
1308
Mane Global Capital Management
New York
$737K +$737K +3,207 New
ST
1309
Spinnaker Trust
Maine
$737K -$57.4K -250 -7%
RIA
1310
Richwood Investment Advisors
Ohio
$735K – – –
SOAMC
1311
Spirit of America Management Corp
New York
$735K – – –
BTWM
1312
Baker Tilly Wealth Management
Wisconsin
$735K -$24.8K -108 -3%
ST
1313
Smithfield Trust
Pennsylvania
$731K +$20.4K +89 +3%
MFC
1314
Mechanics Financial Corp
Ohio
$728K -$13.8K -60 -2%
LWAM
1315
Legacy Wealth Asset Management
Minnesota
$727K +$10.1K +44 +1%
VCM
1316
Versant Capital Management
Arizona
$725K +$446K +1,941 +160%
BFA
1317
Beaumont Financial Advisors
Massachusetts
$725K +$460 +2 +0.1%
HIA
1318
Harbor Investment Advisory
Maryland
$725K +$55.4K +241 +8%
YDMI
1319
Y.D. More Investments
Israel
$722K -$38.8K -169 -1%
GWANC
1320
Guardian Wealth Advisors (North Carolina)
North Carolina
$720K +$9.88K +43 +1%
S
1321
SimplyRich
California
$720K -$8.96K -39 -1%
LAM
1322
Lewis Asset Management
California
$718K +$230 +1 +0%
BPWM
1323
Badgley Phelps Wealth Managers
Washington
$717K +$80K +348 +13%
SFP
1324
Shepherd Financial Partners
Massachusetts
$717K -$57.2K -249 -7%
MMCM
1325
Murphy & Mullick Capital Management
New York
$716K +$6.89K +30 +1%
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