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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1151
Cornerstone Advisory
Maryland
$200K +$191K +1,889 New
CFGS
1152
Concourse Financial Group Securities
Alabama
$198K +$11.4K +113 +6%
MCM
1153
Manchester Capital Management
Vermont
$194K – – –
MSFP
1154
Mark Sheptoff Financial Planning
Connecticut
$191K -$10.1K -100 -5%
SWA
1155
Sutton Wealth Advisors
Florida
$189K +$1.92K +19 +1%
LS
1156
Leelyn Smith
Illinois
$189K -$34.7K -344 -16%
PMFA
1157
Plante Moran Financial Advisors
Michigan
$186K +$8.18K +81 +5%
C
1158
Cerebellum
California
$186K +$217K +2,150 New
CFA
1159
Carroll Financial Associates
North Carolina
$185K -$12K -119 -6%
KWM
1160
Keebeck Wealth Management
Illinois
$185K +$177K +1,751 New
IRC
1161
Investors Research Corp
Georgia
$184K – – –
FWM
1162
Focused Wealth Management
New York
$181K – – –
BG
1163
Bollard Group
Massachusetts
$181K +$172K +1,706 New
AP
1164
Atwood & Palmer
Missouri
$180K – – –
CA
1165
Clearstead Advisors
Ohio
$177K +$35.8K +355 +27%
H
1166
Hexavest
Quebec, Canada
$176K -$15.5K -154 -8%
TPWA
1167
TRUE Private Wealth Advisors
Oregon
$173K +$59.4K +588 +56%
FHA
1168
First Horizon Advisors
Tennessee
$172K -$7.57K -75 -4%
KC
1169
Knuff & Co
California
$172K +$8.08K +80 +5%
SIAS
1170
Shine Investment Advisory Services
Colorado
$167K +$20.2K +200 +14%
PK
1171
Pflug Koory
Nebraska
$160K -$50.5K -500 -25%
MAM
1172
Meeder Asset Management
Ohio
$160K -$30.7K -304 -17%
AIM
1173
AIA Investment Management
Singapore
$159K -$45.3K -449 -23%
SCA
1174
Stuart Chaussee & Associates
California
$154K +$17.7K +175 +14%
SBSB
1175
Sullivan, Bruyette, Speros & Blaney
Virginia
$153K – – –
45 46
47
48 49