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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1551
Shepherd Wealth Management
Ohio
$398K +$394K +1,700 New
YC
1552
Yarbrough Capital
Tennessee
$397K – – –
HT
1553
Heritage Trust
Oklahoma
$397K -$17.2K -74 -4%
FNBT
1554
FineMark National Bank & Trust
Florida
$396K +$19.7K +85 +5%
FHC
1555
Forest Hill Capital
Arkansas
$396K – – –
RCA
1556
Ranch Capital Advisors
Florida
$394K -$7.66K -33 -2%
IWA
1557
Inspirion Wealth Advisors
Illinois
$392K +$1.39K +6 +0.4%
MWA
1558
Meridian Wealth Advisors
Texas
$392K +$464 +2 +0.1%
BBA
1559
Baader Bank Aktiengesellschaft
Germany
$392K +$127K +549 +44%
CSPIA
1560
Cary Street Partners Investment Advisory
Virginia
$392K +$23.2K +100 +6%
ORC
1561
O'Rourke & Company
Massachusetts
$391K -$5.1K -22 -1%
TC
1562
Truvestments Capital
Florida
$391K -$2.09K -9 -0.5%
HIMS
1563
Hager Investment Management Services
New Hampshire
$390K +$9.05K +39 +2%
MCM
1564
Maple Capital Management
Vermont
$390K -$143K -615 -27%
BFO
1565
Biltmore Family Office
North Carolina
$389K – – –
BOS
1566
Bank of Stockton
California
$388K -$1.16K -5 -0.3%
ARG
1567
Advisory Resource Group
Oklahoma
$388K +$232 +1 +0.1%
SEP
1568
Southland Equity Partners
Missouri
$387K -$16.5K -71 -4%
C
1569
Certuity
Florida
$386K -$1.86K -8 -0.5%
SIAP
1570
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$386K -$17.2K -74 -4%
PWA
1571
Prairie Wealth Advisors
Nebraska
$385K – – –
RCA
1572
Resonant Capital Advisors
Wisconsin
$385K +$22.7K +98 +6%
PL
1573
Plancorp LLC
Missouri
$385K +$26K +112 +7%
TCWM
1574
Total Clarity Wealth Management
Illinois
$385K +$69.1K +298 +22%
CA
1575
Calton & Associates
Florida
$384K +$390K +1,680 New
61 62
63
64 65