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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1126
Perpetual Investment Management
Australia
$372K – – –
BS
1127
Boenning & Scattergood
Pennsylvania
$371K – – –
DY
1128
Dowling & Yahnke
California
$371K +$79.2K +529 +27%
HPC
1129
HM Payson & Co
Maine
$370K +$20.5K +137 +6%
FPCP
1130
Fort Point Capital Partners
California
$368K +$369K +2,465 New
WMP
1131
Wealth Management Partners
Arizona
$367K -$9.73K -65 -3%
BDFN
1132
Bond & Devick Financial Network
Minnesota
$366K – – –
DBIA
1133
Dumont & Blake Investment Advisors
New Jersey
$364K -$19.9K -133 -5%
PCM
1134
Parsons Capital Management
Rhode Island
$361K – – –
WC
1135
Woodstock Corp
Massachusetts
$359K -$2.69K -18 -0.7%
BP
1136
Ballentine Partners
Massachusetts
$359K +$299 +2 +0.1%
KFS
1137
Kurt F. Somerville
$357K – – –
MLFP
1138
MPS Loria Financial Planners
Illinois
$356K +$449 +3 +0.1%
AIA
1139
Alera Investment Advisors
Illinois
$353K +$599 +4 +0.2%
HI
1140
Hudock Inc
Pennsylvania
$351K +$1.2K +8 +0.3%
AFP
1141
Ausdal Financial Partners
Iowa
$350K +$13.2K +88 +4%
TCBWMS
1142
Texas Capital Bank Wealth Management Services
Texas
$349K -$1.5K -10 -0.4%
GWM
1143
Geneos Wealth Management
Colorado
$344K +$150 +1 +0%
VCA
1144
Verdence Capital Advisors
Maryland
$343K -$47K -314 -12%
FWM
1145
Fairhaven Wealth Management
Illinois
$343K – – –
KFP
1146
KMG Fiduciary Partners
Ohio
$342K -$59.9K -400 -15%
OIS
1147
Okabena Investment Services
Minnesota
$341K – – –
SCA
1148
Stuart Chaussee & Associates
California
$341K – – –
MFG
1149
Menard Financial Group
Texas
$340K -$2.1K -14 -0.6%
AI
1150
Atom Investors
Texas
$339K -$634K -4,234 -65%
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