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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1126
Parsons Capital Management
Rhode Island
$339K – – –
WC
1127
Woodstock Corp
Massachusetts
$339K – – –
BP
1128
Ballentine Partners
Massachusetts
$337K -$691 -5 -0.2%
RMDI
1129
R.M. Davis Inc
Maine
$336K +$41.5K +300 +14%
MC
1130
Machina Capital
France
$336K +$332K +2,400 New
CCB
1131
Cutter & Co Brokerage
Missouri
$335K +$553 +4 +0.2%
MLFP
1132
MPS Loria Financial Planners
Illinois
$334K +$415 +3 +0.1%
KFS
1133
Kurt F. Somerville
$334K +$13.8K +100 +4%
S
1134
SimplyRich
California
$334K +$22.7K +164 +7%
MWM
1135
Minot Wealth Management
Massachusetts
$334K +$41.6K +301 +15%
RBFC
1136
Roman Butler Fullerton & Co
Missouri
$332K +$3.87K +28 +1%
AIA
1137
Alera Investment Advisors
Illinois
$331K +$691 +5 +0.2%
RA
1138
RFG Advisory
Alabama
$329K +$3.18K +23 +1%
TCBWMS
1139
Texas Capital Bank Wealth Management Services
Texas
$329K +$28.3K +205 +10%
HI
1140
Hudock Inc
Pennsylvania
$328K +$1.24K +9 +0.4%
HPC
1141
HM Payson & Co
Maine
$328K +$11.3K +82 +4%
C
1142
Certuity
Florida
$328K +$71.2K +515 +28%
GWM
1143
Geneos Wealth Management
Colorado
$326K -$42.2K -305 -12%
SB
1144
Strategic Blueprint
Georgia
$322K +$318K +2,300 New
FWM
1145
Fairhaven Wealth Management
Illinois
$321K -$2.07K -15 -0.6%
QCG
1146
Quadrant Capital Group
Ohio
$321K +$41.9K +303 +15%
MFG
1147
Menard Financial Group
Texas
$321K +$69.8K +505 +28%
SCA
1148
Stuart Chaussee & Associates
California
$320K – – –
OIS
1149
Okabena Investment Services
Minnesota
$320K +$316K +2,286 New
WP
1150
WealthPLAN Partners
Nebraska
$318K -$1.94K -14 -0.7%
44 45
46
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