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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1101
Global Wealth Management Investment Advisory
Florida
$32K +$32.3K +360 New
GIC
1102
Gantzert Investment Company
Illinois
$31K +$31.4K +350 New
VNA
1103
Valley National Advisers
Pennsylvania
$30K +$4.13K +46 +16%
AP
1104
Arlington Partners
Alabama
$29K – – –
ADL
1105
Asset Dedication LLC
California
$29K – – –
AWM
1106
Aevitas Wealth Management
Massachusetts
$27K -$46.1K -513 -63%
BAM
1107
Barrett Asset Management
New York
$27K – – –
AS
1108
Altshuler Shaham
Israel
$27K +$26.9K +300 New
HI
1109
Human Investing
Oregon
$27K +$26.9K +300 New
LFG
1110
Larson Financial Group
Missouri
$26K +$25.9K +289 New
EWM
1111
Executive Wealth Management
Michigan
$26K +$26K +290 New
MOS
1112
MGO One Seven
Ohio
$26K +$26.3K +293 New
BG
1113
Bollard Group
Massachusetts
$24K +$90 +1 +0.4%
CAM
1114
Cresset Asset Management
Illinois
$24K +$23.8K +265 New
PFO
1115
Pathstone Family Office
New Jersey
$24K +$23.8K +265 New
WANY
1116
Wealthspire Advisors (New York)
New York
$24K +$23.8K +265 New
JCM
1117
Jacobi Capital Management
Pennsylvania
$23K – – –
NWM
1118
Northwest Wealth Management
Iowa
$23K – – –
MNBTD
1119
Moody National Bank Trust Division
Texas
$23K +$23.6K +263 New
GT
1120
Glenmede Trust
Pennsylvania
$22.5K -$15.7M -174,339 -41%
CAGAS
1121
Capital Advisory Group Advisory Services
Minnesota
$21K -$22.4K -249 -50%
MCM
1122
MV Capital Management
Maryland
$21K – – –
MSA
1123
Marino Stram & Associates
Massachusetts
$20K -$62.2K -693 -75%
LWCFA
1124
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K – – –
AF
1125
Allworth Financial
California
$18K – – –
43 44
45
46 47