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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
1026
Gryphon Financial Partners
Ohio
$31K – – –
LFA
1027
Legacy Financial Advisors
Kentucky
$31K +$7.38K +86 +30%
GAM
1028
Gemmer Asset Management
California
$30K – – –
AP
1029
Arlington Partners
Alabama
$28K +$28.4K +331 New
PCP
1030
Proficio Capital Partners
Massachusetts
$27K +$1.11K +13 +4%
MWM
1031
MinichMacGregor Wealth Management
New York
$27K +$13K +152 +87%
FC
1032
Ferris Capital
Massachusetts
$27K +$27.4K +319 New
JA
1033
JOYN Advisors
Georgia
$27K +$27.6K +322 New
PCM
1034
Princeton Capital Management
New Jersey
$26K +$26.9K +313 New
AP
1035
Atwood & Palmer
Missouri
$25K – – –
BAM
1036
Barrett Asset Management
New York
$25K – – –
SP
1037
SWS Partners
Ohio
$23K -$172 -2 -0.7%
BG
1038
Bollard Group
Massachusetts
$22K +$172 +2 +0.8%
NWM
1039
Northwest Wealth Management
Iowa
$22K +$22.6K +264 New
JCM
1040
Jacobi Capital Management
Pennsylvania
$21K – – –
MCM
1041
MV Capital Management
Maryland
$20K – – –
BBA
1042
Braun-Bostich & Associates
Pennsylvania
$19K -$52.9K -617 -73%
CWM
1043
Cedar Wealth Management
California
$18K -$3.43K -40 -16%
PFGIA
1044
Patriot Financial Group Insurance Agency
Massachusetts
$18K – – –
HT
1045
Heritage Trust
Oklahoma
$17K -$7.21K -84 -30%
AS
1046
Altshuler Shaham
Israel
$17K -$2.32K -27 -12%
AF
1047
Allworth Financial
California
$17K – – –
KF
1048
Krilogy Financial
Missouri
$17K – – –
LWCFA
1049
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K – – –
RWA
1050
Ropes Wealth Advisors
Massachusetts
$17K – – –
40 41
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