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Waste Management

Name Holding Trade Value Shares
Change
Change in
Stake
CF
1226
Clarity Financial
Texas
$360K +$26.1K +158 +8%
IA
1227
Insight Advisors
Pennsylvania
$359K -$20.5K -124 -5%
TCPWM
1228
Traverso Chambers Private Wealth Management
California
$357K -$330 -2 -0.1%
KFS
1229
Kurt F. Somerville
$357K – – –
FFM
1230
Forum Financial Management
Illinois
$357K +$4.29K +26 +1%
MLFP
1231
MPS Loria Financial Planners
Illinois
$357K +$9.08K +55 +3%
II
1232
Inspire Investing
Idaho
$352K -$31.9K -193 -8%
ACM
1233
Alethea Capital Management
Washington
$352K – – –
CNC
1234
Canandaigua National Corp
New York
$350K -$33K -200 -8%
WIA
1235
World Investment Advisors
California
$347K -$50.2K -304 -12%
BB
1236
Berkshire Bank
Massachusetts
$345K +$59.9K +363 +20%
FCH
1237
Freestone Capital Holdings
Washington
$344K -$21K -127 -6%
ICG
1238
InterOcean Capital Group
Tennessee
$344K +$11.1K +67 +3%
JSW
1239
Journey Strategic Wealth
New Jersey
$344K +$122K +737 +52%
PAM
1240
Private Asset Management
California
$343K +$165 +1 +0%
First Manhattan
1241
First Manhattan
New York
$342K -$20.3K -123 -5%
TCBWMS
1242
Texas Capital Bank Wealth Management Services
Texas
$340K -$11.9K -72 -3%
ST
1243
Smithfield Trust
Pennsylvania
$340K +$1.65K +10 +0.5%
BDF
1244
Balasa Dinverno & Foltz
$340K +$42.8K +259 +14%
MIAS
1245
Mason Investment Advisory Services
Virginia
$339K -$6.6K -40 -2%
EVC
1246
Eidelman Virant Capital
Missouri
$339K – – –
SW
1247
SlateStone Wealth
Florida
$339K +$349K +2,116 New
SFS
1248
Strategic Financial Services
New York
$338K – – –
CASB
1249
Cape Ann Savings Bank
Massachusetts
$337K – – –
BFIM
1250
Beese Fulmer Investment Management
Ohio
$337K -$9.08K -55 -3%