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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1326
Cornerstone Advisory
Maryland
$286K +$5.12K +31 +2%
SWA
1327
SFMG Wealth Advisors
Texas
$285K – – –
BTW
1328
Boston Trust Walden
Massachusetts
$282K – – –
TPWA
1329
TRUE Private Wealth Advisors
Oregon
$282K – – –
ARG
1330
Advisory Resource Group
Oklahoma
$282K +$330 +2 +0.1%
AAM
1331
Auxier Asset Management
Oregon
$281K – – –
FWTB
1332
First Western Trust Bank
Colorado
$280K +$165 +1 +0.1%
GM
1333
GeoWealth Management
Illinois
$279K -$98.7K -598 -26%
FHC
1334
Forest Hill Capital
Arkansas
$277K – – –
LOAMS
1335
Lombard Odier Asset Management (Switzerland)
Switzerland
$276K -$242K -1,468 -46%
BFA
1336
Bragg Financial Advisors
North Carolina
$276K – – –
BFS
1337
Bickling Financial Services
Massachusetts
$275K +$825 +5 +0.3%
PIP
1338
Peachtree Investment Partners
Florida
$275K +$22.4K +136 +9%
AWA
1339
Amplius Wealth Advisors
Pennsylvania
$275K +$283K +1,717 New
VDI
1340
Vaughan David Investments
Illinois
$273K +$1.82K +11 +0.7%
AGA
1341
Accuvest Global Advisors
Utah
$273K +$281K +1,704 New
BHWM
1342
Beaird Harris Wealth Management
Texas
$272K – – –
PFBT
1343
Parkside Financial Bank & Trust
Missouri
$271K +$5.61K +34 +2%
PWMG
1344
Prestige Wealth Management Group
New Jersey
$271K +$16.2K +98 +6%
WIM
1345
WealthPlan Investment Management
Nebraska
$271K +$271K +1,639 New
HI
1346
Harbour Investments
Wisconsin
$270K – – –
WA1
1347
Wimmer Associates 1
California
$269K -$8.25K -50 -3%
PIA
1348
Powell Investment Advisors
Florida
$269K – – –
DA
1349
Drake & Associates
Wisconsin
$268K +$19.3K +117 +8%
HIC
1350
Holderness Investments Company
North Carolina
$266K – – –
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