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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1201
Certified Advisory Corp
Florida
$96K +$226 +2 +0.2%
GFPC
1202
Global Financial Private Client
Florida
$95.8K +$95K +841 New
VNA
1203
Valley National Advisers
Pennsylvania
$95K – – –
AWM
1204
Atticus Wealth Management
Florida
$95K +$94K +832 New
PA
1205
PSI Advisors
Florida
$95K +$94.9K +840 New
EIM
1206
Essex Investment Management
Massachusetts
$94K -$118K -1,043 -56%
CCM
1207
Cribstone Capital Management
Maine
$94K -$83.2K -737 -47%
TC
1208
Trust Company
Kansas
$91K -$9.15K -81 -9%
WAS
1209
Winch Advisory Services
Wisconsin
$90K +$339 +3 +0.4%
IUHSA
1210
Itau Unibanco Holding S.A.
Brazil
$86K -$158K -1,397 -65%
AF
1211
Allworth Financial
California
$86K +$36.7K +325 +76%
OIA
1212
Optimum Investment Advisors
Illinois
$85K – – –
TPWA
1213
TRUE Private Wealth Advisors
Oregon
$85K +$84.7K +750 New
SL
1214
Savior LLC
Massachusetts
$83K +$82.8K +733 New
BWM
1215
BerganKDV Wealth Management
Minnesota
$82K +$1.58K +14 +2%
CT
1216
Caldwell Trust
Florida
$81.3K +$80.5K +713 New
ZB
1217
Zions Bancorporation
Utah
$81K -$44.8K -397 -36%
BAM
1218
Barrett Asset Management
New York
$80K – – –
FFC
1219
First Financial Corp
Indiana
$80K – – –
O
1220
Ossiam
France
$77K -$105K -934 -58%
LC
1221
Lindbrook Capital
California
$77K +$3.95K +35 +5%
FCA
1222
FinTrust Capital Advisors
South Carolina
$75K – – –
WCM
1223
Wealthcare Capital Management
Virginia
$75K +$4.07K +36 +6%
BL
1224
Balentine LLC
Georgia
$75K +$67.9K +601 +1,054%
CCA
1225
Column Capital Advisors
Indiana
$74K +$73.4K +650 New
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