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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1751
Zhang Financial
Michigan
$331K -$9.42K -41 -3%
DBRC
1752
D.B. Root & Company
Pennsylvania
$331K -$16.1K -70 -5%
UPS
1753
UHLMANN PRICE SECURITIES
Illinois
$330K +$33.8K +147 +11%
MBWA
1754
Marin Bay Wealth Advisors
California
$330K +$335K +1,460 +105%
EPIMS
1755
Evelyn Partners Investment Management Services
$328K +$101K +440 +45%
PIA
1756
Powell Investment Advisors
Florida
$328K – – –
BLC
1757
Brown, Lisle/Cummings
Rhode Island
$328K +$16.3K +71 +5%
OF
1758
Optimize Financial
California
$328K +$328K +1,427 New
SA
1759
SPWM Advisors
Michigan
$328K -$9.88K -43 -3%
HTIM
1760
Harbour Trust & Investment Management
Indiana
$326K -$620K -2,700 -66%
BSB
1761
Bangor Savings Bank
Maine
$326K -$1.61K -7 -0.5%
EFSCE
1762
Enterprise Financial Services Corp (EFSC)
Missouri
$326K +$75.8K +330 +30%
CWG
1763
Cornerstone Wealth Group
North Carolina
$326K +$74K +322 +28%
ESB
1764
Essex Savings Bank
Connecticut
$326K -$1.61K -7 -0.5%
FIB
1765
First Interstate Bank
Montana
$325K +$325K +1,415 New
CLA
1766
Carnegie Lake Advisors
New Jersey
$324K – – –
FWA
1767
FSM Wealth Advisors
Ohio
$324K -$18.4K -80 -5%
TFM
1768
TFC Financial Management
Massachusetts
$324K – – –
CPC
1769
Cadia Private Client
New Jersey
$324K +$1.15K +5 +0.4%
SAM
1770
Summit Asset Management
Tennessee
$323K – – –
HBW
1771
Hazlett, Burt & Watson
West Virginia
$323K +$7.81K +34 +2%
ZIM
1772
Zacks Investment Management
Illinois
$323K – – –
QC
1773
Quadrature Capital
United Kingdom
$323K +$323K +1,404 New
KCM
1774
KRS Capital Management
Michigan
$322K -$9.42K -41 -3%
ACM
1775
Alessandra Capital Management
California
$322K – – –
69 70
71
72 73