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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1226
Armis Advisers
Georgia
$811K +$106K +455 +15%
AIP
1227
Ameritas Investment Partners
Nebraska
$811K – – –
MCM
1228
Mattern Capital Management
Colorado
$810K +$121K +520 +17%
NFG
1229
Northeast Financial Group
Pennsylvania
$810K -$15.8K -68 -2%
ECM
1230
Evergreen Capital Management
Washington
$810K -$32K -138 -4%
OTL
1231
Oak Thistle LLC
New York
$808K -$18.3K -79 -2%
HR
1232
Howe & Rusling
New York
$807K +$39.7K +171 +5%
KA
1233
Kintegral Advisory
New York
$805K -$1.16K -5 -0.1%
ST
1234
Spinnaker Trust
Maine
$802K -$25.5K -110 -3%
PVI
1235
Pine Valley Investments
New Jersey
$800K – – –
MA
1236
MCF Advisors
Kentucky
$795K – – –
BTWM
1237
Baker Tilly Wealth Management
Wisconsin
$793K +$8.12K +35 +1%
WKWM
1238
Walter & Keenan Wealth Management
Indiana
$793K +$26.2K +113 +3%
WC
1239
Waterloo Capital
Texas
$792K +$204K +879 +34%
CBTWT
1240
Community Bank & Trust (Waco, Texas)
Texas
$789K +$20.2K +87 +3%
SC
1241
Sawyer & Company
Massachusetts
$787K +$232K +998 +39%
MCM
1242
Morton Capital Management
California
$783K +$43.6K +188 +6%
ICM
1243
IMS Capital Management
Oregon
$783K -$132K -567 -14%
BB
1244
Berkshire Bank
Massachusetts
$783K – – –
BCG
1245
Bravias Capital Group
New Jersey
$782K +$2.55K +11 +0.3%
FI
1246
Finivi Inc
Massachusetts
$781K +$792K +3,415 New
BDFN
1247
Bond & Devick Financial Network
Minnesota
$778K +$232K +1,000 +42%
KP
1248
Keel Point
Alabama
$774K +$57.8K +249 +8%
BFA
1249
Bill Few Associates
Pennsylvania
$771K +$21.8K +94 +3%
SFP
1250
Shepherd Financial Partners
Massachusetts
$771K +$232 +1 +0%
48 49
50
51 52