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Waste Management

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
926
Wealthspire Advisors (Maryland)
Maryland
$167K +$40.2K +494 +34%
CPA
927
Clear Perspective Advisors
Illinois
$162K – – –
STA
928
Summit Trail Advisors
New York
$161K +$148K +1,822 New
MWM
929
Mascoma Wealth Management
New Hampshire
$149K +$81 +1 +0.1%
MSFP
930
Mark Sheptoff Financial Planning
Connecticut
$148K – – –
MFBTD
931
MB Financial Bank - Trust Department
Illinois
$147K -$9.85K -121 -7%
PCG
932
Private Capital Group
Connecticut
$147K +$10.7K +131 New
SFG
933
SevenBridge Financial Group
Pennsylvania
$141K – – –
PMFA
934
Plante Moran Financial Advisors
Michigan
$140K -$46.8K -575 -26%
FIB
935
First Interstate Bank
Montana
$140K – – –
AWM
936
AllSquare Wealth Management
New York
$133K – – –
AIP
937
Almanack Investment Partners
Pennsylvania
$129K +$10.1K +124 +9%
SWP
938
Strategic Wealth Partners
Ohio
$123K +$122K +1,500 New
CCM
939
Cribstone Capital Management
Maine
$120K – – –
SIAS
940
Shine Investment Advisory Services
Colorado
$119K – – –
OIA
941
OneDigital Investment Advisors
Kansas
$116K +$244 +3 +0.2%
QCG
942
Quadrant Capital Group
Ohio
$113K – – –
GLI
943
Guardian Life Insurance
New York
$113K +$31.9K +392 +43%
CHP
944
Cable Hill Partners
Oregon
$112K +$895 +11 +0.9%
SWA
945
Sutton Wealth Advisors
Florida
$111K – – –
KJWM
946
Kiley Juergens Wealth Management
Washington
$106K +$100K +1,228 New
PWM
947
Paulson Wealth Management
Illinois
$104K +$98.2K +1,206 New
FCB
948
First Command Bank
Texas
$100K – – –
FCFS
949
First Command Financial Services
Texas
$100K – – –
PFBT
950
Parkside Financial Bank & Trust
Missouri
$99K +$1.3K +16 +1%