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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1201
Mechanics Financial Corp
Ohio
$622K -$4.17K -20 -0.7%
NFSG
1202
Newbridge Financial Services Group
Florida
$620K +$96.2K +461 +18%
LWAM
1203
Legacy Wealth Asset Management
Minnesota
$620K +$417 +2 +0.1%
CGH
1204
CMG Global Holdings
Texas
$617K – – –
JIC
1205
Joel Isaacson & Co
New York
$617K – – –
ZIM
1206
Zacks Investment Management
Illinois
$612K -$6.18M -29,602 -91%
VAS
1207
Vestmark Advisory Solutions
Massachusetts
$611K +$62.2K +298 +11%
HB
1208
HTLF Bank
Colorado
$611K -$49K -235 -7%
AA
1209
Auxano Advisors
Washington
$610K – – –
AFP
1210
Ausdal Financial Partners
Iowa
$609K +$4.8K +23 +0.8%
FWM
1211
Forza Wealth Management
Florida
$602K – – –
JWM
1212
Jeppson Wealth Management
California
$602K – – –
XWM
1213
Xcel Wealth Management
Florida
$602K – – –
FIA
1214
Foundations Investment Advisors
Arizona
$601K +$145K +697 +32%
KA
1215
Kovack Advisors
Florida
$599K -$44.9K -215 -7%
AP
1216
Appleton Partners
Massachusetts
$597K +$7.09K +34 +1%
SP
1217
Successful Portfolios
Florida
$596K -$24K -115 -4%
NIC
1218
Northwest Investment Counselors
Oregon
$596K +$12.1K +58 +2%
SIA
1219
Schechter Investment Advisors
Michigan
$594K -$43.8K -210 -7%
TCM
1220
Tributary Capital Management
Nebraska
$593K -$16.7K -80 -3%
MHIC
1221
Marble Harbor Investment Counsel
Massachusetts
$592K -$5.22K -25 -0.9%
AWE
1222
Avidian Wealth Enterprises
Texas
$592K -$171K -820 -22%
GIA
1223
Gladstone Institutional Advisory
Florida
$592K -$141K -675 -19%
AWA
1224
Arete Wealth Advisors
Illinois
$586K -$210K -1,007 -26%
MMM
1225
Mendel Money Management
Illinois
$585K +$6.26K +30 +1%
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