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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1101
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$9.88K +110 +36%
ESB
1102
Essex Savings Bank
Connecticut
$37K +$36.9K +411 New
WPA
1103
West Paces Advisors
Georgia
$36.5K – – –
LMAM
1104
Legg Mason Asset Management
Japan
$36K -$8.98K -100 -20%
FTI
1105
Fiduciary Trust International
Massachusetts
$36K +$36.6K +408 New
CIA
1106
Cascade Investment Advisors
Oregon
$35.6K – – –
MRCM
1107
M&R Capital Management
New Jersey
$35K -$8.98K -100 -20%
GAM
1108
Gemmer Asset Management
California
$32K – – –
GWMIA
1109
Global Wealth Management Investment Advisory
Florida
$32K +$32.3K +360 New
GIC
1110
Gantzert Investment Company
Illinois
$31K +$31.4K +350 New
VNA
1111
Valley National Advisers
Pennsylvania
$30K +$4.13K +46 +16%
AP
1112
Arlington Partners
Alabama
$29K – – –
ADL
1113
Asset Dedication LLC
California
$29K – – –
AWM
1114
Aevitas Wealth Management
Massachusetts
$27K -$46.1K -513 -63%
BAM
1115
Barrett Asset Management
New York
$27K – – –
AS
1116
Altshuler Shaham
Israel
$27K +$26.9K +300 New
HI
1117
Human Investing
Oregon
$27K +$26.9K +300 New
LFG
1118
Larson Financial Group
Missouri
$26K +$25.9K +289 New
EWM
1119
Executive Wealth Management
Michigan
$26K +$26K +290 New
MOS
1120
MGO One Seven
Ohio
$26K +$26.3K +293 New
BG
1121
Bollard Group
Massachusetts
$24K +$90 +1 +0.4%
CAM
1122
Cresset Asset Management
Illinois
$24K +$23.8K +265 New
PFO
1123
Pathstone Family Office
New Jersey
$24K +$23.8K +265 New
WANY
1124
Wealthspire Advisors (New York)
New York
$24K +$23.8K +265 New
JCM
1125
Jacobi Capital Management
Pennsylvania
$23K – – –
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