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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
951
Comprehensive Financial Consultants Institutional
Indiana
$1.61M +$26.6K +125 +2%
TPCW
952
TD Private Client Wealth
New York
$1.6M +$255K +1,198 +20%
TAM
953
Trillium Asset Management
Massachusetts
$1.6M -$190K -890 -11%
FG
954
Fiduciary Group
Georgia
$1.59M +$1.32M +6,186 +586%
EFS
955
Essex Financial Services
Connecticut
$1.59M +$95.9K +450 +7%
SAM
956
Silphium Asset Management
United Kingdom
$1.58M -$1.22M -5,711 -44%
HH
957
Hilltop Holdings
Texas
$1.56M +$111K +522 +8%
HSA
958
HBK Sorce Advisory
Pennsylvania
$1.56M +$77.4K +363 +6%
OQS
959
Occudo Quantitative Strategies
Florida
$1.56M -$395K -1,855 -21%
SWM
960
Segment Wealth Management
Texas
$1.56M +$248K +1,162 +20%
CRC
961
Curi RMB Capital
Illinois
$1.56M +$603K +2,829 +67%
TC
962
Trium Capital
United Kingdom
$1.56M -$229K -1,076 -13%
CIC
963
Cornercap Investment Counsel
Georgia
$1.55M -$20.5K -96 -1%
SIA
964
Sage Investment Advisers
New York
$1.55M +$1.51M +7,072 New
WTC
965
WhitTier Trust Company
Nevada
$1.54M +$213K +998 +16%
CCFM
966
Clear Creek Financial Management
Washington
$1.54M +$19.4K +91 +1%
BONH
967
Bank of New Hampshire
New Hampshire
$1.54M -$30.9K -145 -2%
EWM
968
Evercore Wealth Management
New York
$1.54M – – –
HPC
969
HM Payson & Co
Maine
$1.54M – – –
JRPIM
970
Journey Retirement Planning & Investment Management
Idaho
$1.53M +$1.49M +6,984 New
DCM
971
Donaldson Capital Management
Indiana
$1.53M -$51.6M -241,950 -97%
FMWA
972
Forvis Mazars Wealth Advisors
Missouri
$1.53M -$226K -1,061 -13%
LOWM
973
Laurel Oak Wealth Management
New Jersey
$1.51M +$1.47M +6,885 New
UW
974
Unique Wealth
Florida
$1.51M +$2.13K +10 +0.1%
MI
975
Motiv8 Investments
Florida
$1.51M -$24.9K -117 -2%
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