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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
701
Alethea Capital Management
Washington
$998K +$497K +4,924 +109%
BPC
702
Banque Pictet & Cie
Switzerland
$996K – – –
PNAA
703
Pictet North America Advisors
Switzerland
$996K – – –
NIA
704
Northstar Investment Advisors
Colorado
$992K – – –
NIM
705
NXG Investment Management
Texas
$992K +$946K +9,367 New
SIM
706
Sterling Investment Management
Arizona
$991K -$1.27M -12,625 -57%
FWM
707
Frontier Wealth Management
Missouri
$986K +$30.4K +301 +3%
CK
708
Cohen Klingenstein
New York
$985K – – –
CS
709
Comerica Securities
Michigan
$981K -$21.6K -214 -2%
DCM
710
Dupont Capital Management
Delaware
$975K -$319K -3,162 -26%
EA
711
Ellsworth Advisors
Ohio
$965K +$920K +9,114 New
MPPLM
712
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$963K +$96K +951 +9%
EWM
713
Elite Wealth Management
Washington
$958K +$11.6K +115 +1%
JWM
714
JGP Wealth Management
Oregon
$955K -$30.7K -304 -3%
HB
715
Homrich & Berg
Georgia
$954K +$90.2K +893 +11%
SWM
716
Sugarloaf Wealth Management
Georgia
$950K +$89.6K +887 +11%
SIM
717
Stratos Investment Management
Ohio
$948K +$95.6K +947 +12%
CH
718
Canton Hathaway
Rhode Island
$947K – – –
WCA
719
Westover Capital Advisors
Delaware
$945K +$4.64K +46 +0.5%
FI
720
Fosun International
China
$943K +$230K +2,280 +33%
FFN
721
Focus Financial Network
Minnesota
$935K +$28.9K +286 +3%
SWM
722
SeaCrest Wealth Management
New York
$932K +$9.49K +94 +1%
RDWM
723
Red Door Wealth Management
Tennessee
$932K +$109K +1,081 +14%
CPIG
724
Chicago Partners Investment Group
Illinois
$925K +$82.7K +819 +10%
RAM
725
Roanoke Asset Management
New Jersey
$924K +$33.3K +330 +4%
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