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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1051
Gemmer Asset Management
California
$32K – – –
TG
1052
TLP Group
Illinois
$30K -$50.5K -570 -63%
ADL
1053
Asset Dedication LLC
California
$30K -$3.37K -38 -10%
AP
1054
Arlington Partners
Alabama
$30K – – –
PCP
1055
Proficio Capital Partners
Massachusetts
$30K – – –
PFGIA
1056
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$14.6K +165 +118%
MWM
1057
MinichMacGregor Wealth Management
New York
$27K -$2.13K -24 -7%
AP
1058
Atwood & Palmer
Missouri
$27K – – –
BAM
1059
Barrett Asset Management
New York
$27K – – –
LFA
1060
Legacy Financial Advisors
Kentucky
$26K – – –
VNA
1061
Valley National Advisers
Pennsylvania
$26K +$22.2K +250 +625%
NWM
1062
Northwest Wealth Management
Iowa
$24K – – –
BG
1063
Bollard Group
Massachusetts
$24K +$177 +2 +0.8%
JCM
1064
Jacobi Capital Management
Pennsylvania
$23K – – –
FAM
1065
Fred Alger Management
New York
$21K -$4.61K -52 -19%
MCM
1066
MV Capital Management
Maryland
$21K – – –
NIM
1067
NuWave Investment Management
New Jersey
$20K -$301K -3,390 -94%
RA
1068
Rational Advisors
New York
$20K -$247K -2,788 -93%
BWM
1069
Baystate Wealth Management
Massachusetts
$20K – – –
LWCFA
1070
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K – – –
KF
1071
Krilogy Financial
Missouri
$19K +$18.4K +207 New
MSFP
1072
Mark Sheptoff Financial Planning
Connecticut
$18K -$134K -1,510 -88%
AF
1073
Allworth Financial
California
$18K – – –
HT
1074
Heritage Trust
Oklahoma
$18K – – –
RWA
1075
Ropes Wealth Advisors
Massachusetts
$18K – – –
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