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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1501
Grove Bank & Trust
Florida
$421K +$111K +500 +38%
PFG
1502
Putney Financial Group
California
$421K -$9.97K -45 -2%
HT
1503
Heritage Trust
Oklahoma
$419K – – –
PF
1504
Phoenix Financial
Israel
$417K +$31.7K +143 +9%
ACIM
1505
Azimuth Capital Investment Management
Michigan
$417K – – –
MW
1506
Marcum Wealth
Ohio
$415K -$18.2K -82 -4%
SWM
1507
Sculati Wealth Management
Michigan
$415K – – –
RPC
1508
Rossmore Private Capital
Connecticut
$412K +$4.65K +21 +1%
AG
1509
AmeriFlex Group
Nevada
$412K -$49.6K -224 -11%
PTC
1510
Philadelphia Trust Company
Pennsylvania
$411K -$18.8K -85 -5%
NAS
1511
Nicolet Advisory Services
Wisconsin
$410K -$67.8K -306 -14%
SEP
1512
Southland Equity Partners
Missouri
$408K -$9.52K -43 -2%
MA
1513
MBA Advisors
Pennsylvania
$408K +$28.1K +127 +8%
SIAP
1514
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$407K +$39K +176 +11%
TCBWMS
1515
Texas Capital Bank Wealth Management Services
Texas
$407K +$17.3K +78 +5%
FBFS
1516
First Business Financial Services
Wisconsin
$407K +$22.6K +102 +6%
SAM
1517
Summit Asset Management
Tennessee
$407K +$91.7K +414 +31%
BLC
1518
Brown, Lisle/Cummings
Rhode Island
$407K +$1.33K +6 +0.3%
RCA
1519
Ranch Capital Advisors
Florida
$406K +$443 +2 +0.1%
CBT
1520
Crews Bank & Trust
Florida
$406K +$1.77K +8 +0.5%
TCOTS
1521
Trust Company of the South
North Carolina
$403K +$1.99K +9 +0.5%
YC
1522
Yarbrough Capital
Tennessee
$402K +$384K +1,735 New
ORC
1523
O'Rourke & Company
Massachusetts
$401K +$664 +3 +0.2%
FHC
1524
Forest Hill Capital
Arkansas
$401K – – –
PIP
1525
Peachtree Investment Partners
Florida
$400K +$383K +1,729 New
59 60
61
62 63