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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1326
Falcon Wealth Planning
California
$659K – – –
SP
1327
Successful Portfolios
Florida
$654K -$2.09K -9 -0.3%
MMM
1328
Mendel Money Management
Illinois
$653K +$4.64K +20 +0.7%
LCGC
1329
Legacy Capital Group California
California
$652K -$25.5K -110 -4%
BI
1330
Bradyco Inc
Massachusetts
$652K – – –
PGCM
1331
Prescott Group Capital Management
Oklahoma
$650K +$132K +567 +25%
HA
1332
Herold Advisors
New York
$649K +$45.5K +196 +7%
PFBT
1333
Parkside Financial Bank & Trust
Missouri
$648K +$122K +526 +23%
KA
1334
KLCM Advisors
Wisconsin
$648K +$2.32K +10 +0.4%
SAM
1335
Sompo Asset Management
Japan
$648K – – –
GM
1336
GeoWealth Management
Illinois
$647K +$1.16K +5 +0.2%
MHIC
1337
Marble Harbor Investment Counsel
Massachusetts
$646K – – –
AP
1338
Atwood & Palmer
Missouri
$642K – – –
VCM
1339
Vision Capital Management
Oregon
$641K – – –
RLH
1340
RD Lewis Holdings
Florida
$639K -$5.1K -22 -0.8%
TNBTD
1341
Trustmark National Bank Trust Department
Mississippi
$638K +$247K +1,065 +62%
XWM
1342
Xcel Wealth Management
Florida
$632K -$31.5K -136 -5%
GIP
1343
Greatmark Investment Partners
Georgia
$629K – – –
CPA
1344
Court Place Advisors
Maryland
$625K – – –
CWM
1345
Cahaba Wealth Management
Georgia
$624K -$48K -207 -7%
KFGK
1346
Keystone Financial Group (Kentucky)
Kentucky
$624K +$54.5K +235 +9%
WC
1347
Whitney & Co
New York
$624K – – –
MNBTD
1348
Moody National Bank Trust Division
Texas
$616K +$42.5K +183 +7%
EIA
1349
Eldridge Investment Advisors
New Hampshire
$615K – – –
BPWM
1350
Badgley Phelps Wealth Managers
Washington
$614K +$4.41K +19 +0.7%
52 53
54
55 56