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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
926
QCI Asset Management
New York
$168K – – –
UFG
927
United Fire Group
Iowa
$168K – – –
WC
928
Whitney & Co
New York
$168K +$172K +2,000 New
JFGIW
929
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$160K -$12.8K -149 -7%
SAS
930
Stelac Advisory Services
New York
$160K +$163K +1,900 New
CPA
931
Clear Perspective Advisors
Illinois
$158K – – –
ARMT
932
Amica Retiree Medical Trust
Rhode Island
$155K -$36.6K -427 -19%
MWM
933
Mascoma Wealth Management
New Hampshire
$153K +$8.66K +101 +6%
HI
934
Hudock Inc
Pennsylvania
$150K -$21.2K -247 -12%
WAM
935
Wealthspire Advisors (Maryland)
Maryland
$149K -$13.5K -157 -8%
MSFP
936
Mark Sheptoff Financial Planning
Connecticut
$144K – – –
MFBTD
937
MB Financial Bank - Trust Department
Illinois
$143K – – –
PMFA
938
Plante Moran Financial Advisors
Michigan
$139K +$2.57K +30 +2%
BCM
939
Basswood Capital Management
New York
$137K +$140K +1,630 New
DWM
940
Destination Wealth Management
California
$135K +$138K +1,610 New
SFG
941
SevenBridge Financial Group
Pennsylvania
$133K -$4.2K -49 -3%
FIB
942
First Interstate Bank
Montana
$133K -$3.26K -38 -2%
FANJ
943
Financial Architects (New Jersey)
New Jersey
$132K -$49.2K -573 -27%
AWM
944
AllSquare Wealth Management
New York
$130K – – –
BAM
945
Bruderman Asset Management
New York
$127K +$129K +1,507 New
AIP
946
Almanack Investment Partners
Pennsylvania
$124K -$1.63K -19 -1%
RCAG
947
Rehmann Capital Advisory Group
Michigan
$121K +$123K +1,433 New
CCM
948
Cribstone Capital Management
Maine
$117K – – –
SIAS
949
Shine Investment Advisory Services
Colorado
$116K – – –
QCG
950
Quadrant Capital Group
Ohio
$111K +$1.8K +21 +2%
36 37
38
39 40