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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
1001
Gryphon Financial Partners
Ohio
$406K +$4.43K +38 +1%
DBT
1002
Dubuque Bank & Trust
Iowa
$405K -$16.4K -141 -4%
DWM
1003
Doyle Wealth Management
Florida
$405K +$36.1K +310 +10%
CAM
1004
Cresset Asset Management
Illinois
$401K -$103K -881 -21%
QC
1005
Quadrature Capital
United Kingdom
$401K +$396K +3,400 New
MA
1006
MONECO Advisors
Connecticut
$396K – – –
NIC
1007
Northwest Investment Counselors
Oregon
$395K – – –
FB
1008
Fulton Bank
Pennsylvania
$393K +$8.16K +70 +2%
WC
1009
Whitney & Co
New York
$390K -$35K -300 -8%
GFS
1010
GYL Financial Synergies
Connecticut
$390K +$2.22K +19 +0.6%
RT
1011
Rockland Trust
Massachusetts
$389K +$19.1K +164 +5%
BB
1012
Busey Bank
Illinois
$387K -$126K -1,083 -25%
ACM
1013
Advisors Capital Management
New Jersey
$385K -$350 -3 -0.1%
SIC
1014
Shoker Investment Counsel
Ohio
$384K -$30.4K -261 -7%
SW
1015
SteelPeak Wealth
California
$384K +$380K +3,256 New
CSPAM
1016
Cary Street Partners Asset Management
Virginia
$383K +$4.47M +38,324 New
SFWA
1017
Summit Financial Wealth Advisors
Louisiana
$382K -$54.6K -468 -12%
CG
1018
Caprock Group
Idaho
$380K +$51.4K +441 +16%
CIA
1019
Choate Investment Advisors
Massachusetts
$379K +$16.3K +140 +5%
VFA
1020
Valeo Financial Advisors
Indiana
$379K +$82K +703 +28%
RE
1021
RBC Europe
United Kingdom
$378K -$8.51K -73 -2%
GL
1022
Graypoint LLC
New York
$378K – – –
RC
1023
RegentAtlantic Capital
New Jersey
$377K -$395K -3,387 -51%
MHC
1024
Meyer Handelman Company
New York
$377K – – –
SC
1025
Sawyer & Company
Massachusetts
$377K – – –
39 40
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