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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
726
Wedgewood Investors
Pennsylvania
$923K – – –
XWM
727
Xcel Wealth Management
Florida
$921K – – –
NPF
728
Norris Perne & French
Michigan
$918K -$33.8K -299 -4%
MPPLM
729
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$917K +$41K +363 +4%
GP
730
Girard Partners
Pennsylvania
$908K +$214K +1,891 +31%
AG
731
AlphaSimPlex Group
Massachusetts
$902K +$893K +7,912 New
AIP
732
Ameritas Investment Partners
Nebraska
$898K – – –
HSA
733
HBK Sorce Advisory
Pennsylvania
$897K +$1.81K +16 +0.2%
MCM
734
McRae Capital Management
New Jersey
$896K +$339 +3 +0%
IRF
735
IBM Retirement Fund
New York
$893K -$28.1K -249 -3%
DWA
736
Douglass Winthrop Advisors
New York
$892K +$253K +2,242 +40%
JDR
737
Jay D. Rosenbaum
$891K -$14.2K -126 -2%
ISWM
738
Independent Solutions Wealth Management
New York
$885K +$877K +7,762 New
LSA
739
L & S Advisors
California
$884K -$3.38M -29,900 -79%
ME
740
McIlrath & Eck
Washington
$883K -$3.84K -34 -0.4%
KWM
741
Kingsview Wealth Management
Oregon
$876K +$298K +2,637 +52%
PA
742
Profund Advisors
Maryland
$871K +$80K +708 +10%
SA
743
SL Advisors
New Jersey
$870K -$7.12K -63 -0.8%
RCM
744
RB Capital Management
Nevada
$867K +$74.9K +663 +10%
JWCA
745
J.W. Cole Advisors
Florida
$867K +$859K +7,610 New
DI
746
DFPG Investments
Utah
$866K +$86.5K +766 +12%
FT
747
Fiduciary Trust
Massachusetts
$862K +$246K +2,176 +40%
PCTC
748
Perkins Coie Trust Company
Washington
$853K -$23.1K -205 -3%
VIA
749
Vident Investment Advisory
Georgia
$851K +$151K +1,333 +22%
BAM
750
Boyar Asset Management
New York
$847K -$11.3K -100 -1%
28 29
30
31 32