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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
901
Clearstead Trust
Maine
$431K – – –
CA
902
Calton & Associates
Florida
$430K +$105K +968 +35%
ECG
903
Edge Capital Group
Georgia
$428K +$11.9K +110 +3%
BSB
904
Bangor Savings Bank
Maine
$424K -$29.7K -274 -7%
BC
905
Burney Company
Virginia
$420K -$326K -3,004 -45%
CWM
906
Confluence Wealth Management
Oregon
$420K -$5.1K -47 -1%
BW
907
Bison Wealth
Georgia
$417K – – –
NIC
908
Northwest Investment Counselors
Oregon
$415K – – –
BRM
909
Boston Research & Management
Massachusetts
$413K – – –
BIM
910
Bridges Investment Management
Nebraska
$411K – – –
GCMG
911
Gyroscope Capital Management Group
Florida
$411K +$19.4K +179 +5%
SCM
912
Shelton Capital Management
Colorado
$410K +$345K +3,183 +863%
BFM
913
Boston Financial Management
Massachusetts
$409K -$24.8K -229 -6%
ECM
914
Estabrook Capital Management
New York
$408K -$543 -5 -0.1%
RT
915
Rockland Trust
Massachusetts
$408K +$18.6K +171 +5%
CRC
916
Curi RMB Capital
Illinois
$407K -$577K -5,320 -60%
CBU
917
CIBC Bank USA
Illinois
$406K -$5.42K -50 -1%
MTC
918
McDaniel Terry & Co
Texas
$404K – – –
SIC
919
Shoker Investment Counsel
Ohio
$402K -$46.3K -427 -11%
AWA
920
Arete Wealth Advisors
Illinois
$402K +$4.45K +41 +1%
SWMG
921
Strategic Wealth Management Group
Maryland
$401K – – –
NERM
922
New England Research & Management
Illinois
$398K – – –
CPO
923
Cerity Partners OCIO
New York
$396K +$44.8K +413 +14%
MA
924
Mutual Advisors
Nebraska
$395K -$16.6K -153 -4%
SFP
925
Shepherd Financial Partners
Massachusetts
$392K -$8.68K -80 -2%
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