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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1201
Focus Partners Advisor Solutions
Missouri
$935K -$2.08M -9,363 -69%
PPA
1202
Pacific Point Advisors
California
$932K -$416K -1,871 -31%
I
1203
InceptionR
California
$929K -$163K -731 -15%
RMDI
1204
R.M. Davis Inc
Maine
$927K +$28.9K +130 +3%
PCA
1205
Pallas Capital Advisors
Massachusetts
$925K +$271K +1,217 +41%
MBC
1206
Michael Brady & Co
Ohio
$925K -$63.4K -285 -6%
NED
1207
Nancy E. Dempze
$923K – – –
CIA
1208
Choate Investment Advisors
Massachusetts
$921K -$13.3K -60 -1%
WWM
1209
Wolff Wiese Magana
California
$921K -$1.78K -8 -0.2%
AP
1210
Advisors Preferred
Maryland
$919K +$376K +1,692 +74%
IAS
1211
Insigneo Advisory Services
Florida
$918K +$154K +693 +20%
KA
1212
Kozak & Associates
Colorado
$908K – – –
AA
1213
Auxano Advisors
Washington
$907K -$10.5K -47 -1%
FFA
1214
Fragasso Financial Advisors
Pennsylvania
$906K +$904K +4,066 New
HCM
1215
Howland Capital Management
Massachusetts
$904K -$11.6K -52 -1%
LCM
1216
Logan Capital Management
Pennsylvania
$903K +$901K +4,050 New
NI
1217
NCP Inc
California
$900K – – –
SWM
1218
SHP Wealth Management
Massachusetts
$897K -$69.2K -311 -7%
DA
1219
Drake & Associates
Wisconsin
$895K +$562K +2,525 +169%
SMC
1220
Smith, Moore & Co
Missouri
$892K -$222 -1 -0%
NIM
1221
Needham Investment Management
New York
$892K +$55.6K +250 +7%
AF
1222
Ally Financial
Michigan
$892K +$890K +4,000 New
CSC
1223
Caldwell Sutter Capital
California
$887K +$3.34K +15 +0.4%
SFG
1224
SNS Financial Group
Minnesota
$886K +$318K +1,430 +56%
HCP
1225
Hardin Capital Partners
South Carolina
$885K – – –
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