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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1201
Highland Private Wealth Management
Washington
$241K -$61.5K -526 -22%
CSIC
1202
Clifford Swan Investment Counsel
California
$241K – – –
SG
1203
StoneX Group
New York
$241K +$218K +1,864 New
PP
1204
Patron Partners
Texas
$240K +$3.39K +29 +2%
ECM
1205
Estabrook Capital Management
New York
$239K -$20.8K -178 -9%
AWM
1206
Altavista Wealth Management
North Carolina
$239K – – –
RWI
1207
Red Wave Investments
Pennsylvania
$239K +$11.7K +100 +6%
LOAMS
1208
Lombard Odier Asset Management (Switzerland)
Switzerland
$239K +$216K +1,849 New
6M
1209
6 Meridian
Kansas
$239K +$216K +1,852 New
CT
1210
Caldwell Trust
Florida
$238K +$122K +1,044 +131%
FSG
1211
Financial Strategies Group
Michigan
$237K +$935 +8 +0.4%
PB
1212
Pinnacle Bancorp
Nebraska
$236K -$5.84K -50 -3%
CAM
1213
Cozad Asset Management
Illinois
$236K – – –
PAS
1214
Park Avenue Securities
New York
$236K +$5.84K +50 +3%
KTC
1215
Kistler-Tiffany Companies
Pennsylvania
$236K +$21.3K +182 +11%
C
1216
Certuity
Florida
$236K +$213K +1,825 New
PA
1217
Probity Advisors
Texas
$236K +$214K +1,827 New
NB
1218
NBT Bank
New York
$235K +$5.84K +50 +3%
BA
1219
Ballast Advisors
Minnesota
$234K – – –
CC
1220
Courier Capital
New York
$233K – – –
GLA
1221
Good Life Advisors
Pennsylvania
$232K -$57K -488 -21%
HT
1222
Heritage Trust
Oklahoma
$232K -$10.4K -89 -5%
MSFP
1223
Mark Sheptoff Financial Planning
Connecticut
$232K – – –
RWB
1224
RMR Wealth Builders
New Jersey
$232K +$133K +1,140 +173%
HIC
1225
Holderness Investments Company
North Carolina
$231K – – –
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