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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
676
Lyons Wealth Management
Florida
$351K – – –
WA
677
WealthTrust Axiom
Pennsylvania
$351K – – –
HCC
678
Hirtle Callaghan & Co
Pennsylvania
$351K +$360K +5,500 New
CCA
679
Cobblestone Capital Advisors
New York
$349K +$125K +1,915 +54%
BCM
680
Beck Capital Management
Texas
$347K +$64.7K +990 +22%
LNWWM
681
Laird Norton Wetherby Wealth Management
California
$339K +$14.1K +215 +4%
WF
682
Welch & Forbes
Massachusetts
$333K – – –
DWT
683
Dorsey & Whitney Trust
South Dakota
$333K +$1.11K +17 +0.3%
PP
684
Palladium Partners
Virginia
$332K -$7.65K -117 -2%
AAM
685
Auxier Asset Management
Oregon
$330K – – –
AWP
686
Ascent Wealth Partners
New York
$328K – – –
MCM
687
McKinley Capital Management
Alaska
$324K -$13.1K -200 -4%
CA
688
Callahan Advisors
Texas
$323K +$331K +5,069 New
FHC
689
Forest Hill Capital
Arkansas
$321K – – –
PTC
690
Philadelphia Trust Company
Pennsylvania
$320K -$49K -750 -13%
BHBT
691
Burke & Herbert Bank & Trust
Virginia
$319K -$24.5K -375 -7%
NFC
692
Northeast Financial Consultants
Connecticut
$319K – – –
PFS
693
Prospera Financial Services
Texas
$319K +$327K +5,005 New
AP
694
Appleton Partners
Massachusetts
$314K -$32.9K -503 -9%
AAM
695
American Asset Management
Florida
$314K +$322K +4,932 New
MIH
696
Madison Investment Holdings
Wisconsin
$310K -$11.4M -174,757 -97%
BFS
697
Bradley Foster & Sargent
Connecticut
$309K -$6.54K -100 -2%
CAM
698
Cypress Asset Management
Texas
$309K – – –
CIA
699
Capital Investment Advisors
Georgia
$307K -$29.7K -455 -9%
PA
700
Probity Advisors
Texas
$304K -$6.01K -92 -2%
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