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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1226
Valley National Advisers
Pennsylvania
$95K – – –
AWM
1227
Atticus Wealth Management
Florida
$95K +$111 +1 +0.1%
EIM
1228
Essex Investment Management
Massachusetts
$94K – – –
MRCM
1229
M&R Capital Management
New Jersey
$93K – – –
WAS
1230
Winch Advisory Services
Wisconsin
$90K +$442 +4 +0.5%
HIA
1231
Harbor Investment Advisory
Maryland
$90K +$6.63K +60 +8%
BWM
1232
BerganKDV Wealth Management
Minnesota
$87K -$4.53K -41 -5%
CYG
1233
Clean Yield Group
Vermont
$84K +$34.7K +314 +74%
PCM
1234
Penserra Capital Management
California
$81K -$8.07K -73 -9%
CCA
1235
Column Capital Advisors
Indiana
$81K – – –
GWMIA
1236
Global Wealth Management Investment Advisory
Florida
$80K – – –
GWS
1237
Glassman Wealth Services
Virginia
$78K +$8.18K +74 +12%
SL
1238
Savior LLC
Massachusetts
$77K -$5.75K -52 -7%
KTC
1239
Kistler-Tiffany Companies
Pennsylvania
$75K – – –
BAM
1240
Barrett Asset Management
New York
$74K -$5.53K -50 -7%
OIA
1241
Optimum Investment Advisors
Illinois
$74K – – –
CT
1242
Caldwell Trust
Florida
$73.8K -$6.74K -61 -9%
GC
1243
Grace Capital
Massachusetts
$73K +$71.3K +645 New
CCM
1244
Cribstone Capital Management
Maine
$69K – – –
PFO
1245
Pathstone Family Office
New Jersey
$67K – – –
SWM
1246
Selective Wealth Management
Virginia
$67K – – –
HFA
1247
HC Financial Advisors
California
$66K – – –
EIP
1248
Ellis Investment Partners
Pennsylvania
$65K +$332 +3 +0.5%
RCC
1249
Red Cedar Capital
Nebraska
$59K – – –
ANBT
1250
American National Bank & Trust
Texas
$57K – – –
48 49
50
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