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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
1226
Winslow Evans & Crocker
Massachusetts
$100K +$27.9K +252 +40%
CWC
1227
Carolinas Wealth Consulting
North Carolina
$100K +$85.1K +770 +653%
NFSG
1228
Newbridge Financial Services Group
Florida
$98K +$96K +869 New
VNA
1229
Valley National Advisers
Pennsylvania
$95K – – –
AWM
1230
Atticus Wealth Management
Florida
$95K +$111 +1 +0.1%
EIM
1231
Essex Investment Management
Massachusetts
$94K – – –
MRCM
1232
M&R Capital Management
New Jersey
$93K – – –
WAS
1233
Winch Advisory Services
Wisconsin
$90K +$442 +4 +0.5%
HIA
1234
Harbor Investment Advisory
Maryland
$90K +$6.63K +60 +8%
BWM
1235
BerganKDV Wealth Management
Minnesota
$87K -$4.53K -41 -5%
CYG
1236
Clean Yield Group
Vermont
$84K +$34.7K +314 +74%
PCM
1237
Penserra Capital Management
California
$81K -$8.07K -73 -9%
CCA
1238
Column Capital Advisors
Indiana
$81K – – –
GWMIA
1239
Global Wealth Management Investment Advisory
Florida
$80K – – –
GWS
1240
Glassman Wealth Services
Virginia
$78K +$8.18K +74 +12%
SL
1241
Savior LLC
Massachusetts
$77K -$5.75K -52 -7%
KTC
1242
Kistler-Tiffany Companies
Pennsylvania
$75K – – –
BAM
1243
Barrett Asset Management
New York
$74K -$5.53K -50 -7%
OIA
1244
Optimum Investment Advisors
Illinois
$74K – – –
CT
1245
Caldwell Trust
Florida
$73.8K -$6.74K -61 -9%
GC
1246
Grace Capital
Massachusetts
$73K +$71.3K +645 New
CCM
1247
Cribstone Capital Management
Maine
$69K – – –
PFO
1248
Pathstone Family Office
New Jersey
$67K – – –
SWM
1249
Selective Wealth Management
Virginia
$67K – – –
HFA
1250
HC Financial Advisors
California
$66K – – –
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