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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
1376
O'Rourke & Company
Massachusetts
$264K -$19.6K -128 -7%
PB
1377
Pinnacle Bancorp
Nebraska
$262K – – –
ACI
1378
Alpha Cubed Investments
California
$262K +$36.5K +238 +17%
IAG
1379
Investment Advisory Group
Massachusetts
$262K +$246K +1,604 New
CSPAM
1380
Cary Street Partners Asset Management
Virginia
$261K -$2.3K -15 -0.9%
MIP
1381
Mondrian Investment Partners
United Kingdom
$261K – – –
WEG
1382
World Equity Group
Illinois
$259K -$363K -2,373 -56%
LA
1383
Latitude Advisors
Florida
$259K +$613 +4 +0.3%
FNBT
1384
FineMark National Bank & Trust
Florida
$258K +$242K +1,583 New
LC
1385
Lindbrook Capital
California
$257K +$1.23K +8 +0.5%
PVI
1386
Pine Valley Investments
New Jersey
$256K +$251K +1,638 New
WMA
1387
Wealth Management Associates
New Jersey
$255K – – –
BPWM
1388
Badgley Phelps Wealth Managers
Washington
$254K – – –
WGAM
1389
Wilkinson Global Asset Management
New York
$253K – – –
AWP
1390
Abacus Wealth Partners
California
$252K +$229K +1,498 New
HT
1391
Heritage Trust
Oklahoma
$252K -$47.9K -313 -17%
LBC
1392
Lowe Brockenbrough & Co
Virginia
$252K -$34.6K -226 -13%
NWM
1393
Northwest Wealth Management
Iowa
$251K +$236K +1,541 New
GM
1394
GeoWealth Management
Illinois
$251K -$26.2K -171 -10%
QPW
1395
Quantum Private Wealth
Florida
$250K -$19.9K -130 -8%
ES
1396
ETF Store
Kansas
$250K +$766 +5 +0.3%
GG
1397
Gleason Group
Kentucky
$249K +$1.07K +7 +0.5%
MFG
1398
Midwest Financial Group
Kansas
$249K +$234K +1,525 New
RWP
1399
Ridgecrest Wealth Partners
California
$249K – – –
PAM
1400
Private Asset Management
California
$248K -$2.91K -19 -1%
54 55
56
57 58