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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
1251
Seneca House Advisors
Virginia
$638K -$15.7K -73 -2%
ECM
1252
Evergreen Capital Management
Washington
$638K +$1.5K +7 +0.2%
FFM
1253
Forum Financial Management
Illinois
$636K +$118K +549 +21%
GT
1254
Glenview Trust
Kentucky
$635K +$18.3K +85 +3%
VCA
1255
Verdence Capital Advisors
Maryland
$633K – – –
GLA
1256
Good Life Advisors
Pennsylvania
$633K -$61.9K -288 -8%
GS
1257
GTS Securities
Florida
$633K -$14.4K -67 -2%
RLH
1258
RD Lewis Holdings
Florida
$631K +$603K +2,807 New
SA
1259
SL Advisors
New Jersey
$631K -$23.6K -110 -3%
CGH
1260
CMG Global Holdings
Texas
$629K – – –
TW
1261
TrinityPoint Wealth
Connecticut
$627K +$4.72K +22 +0.7%
CFP
1262
Comprehensive Financial Planning
Pennsylvania
$626K +$667K +3,104 New
TA
1263
TCM Advisors
West Virginia
$626K – – –
OFS
1264
Orrstown Financial Services
Pennsylvania
$625K – – –
EWA
1265
EverSource Wealth Advisors
Alabama
$624K +$10.5K +49 +2%
CPSAC
1266
Chas P. Smith & Associates (CPS)
Florida
$624K +$68.7K +320 +12%
BRM
1267
Boston Research & Management
Massachusetts
$624K – – –
ZCI
1268
Zevenbergen Capital Investments
Washington
$624K +$664K +3,090 New
MCM
1269
Morton Capital Management
California
$623K – – –
CFGW
1270
Chancellor Financial Group WB
Pennsylvania
$623K +$663K +3,085 New
PFSC
1271
Peoples Financial Services Corp
Pennsylvania
$622K – – –
SIC
1272
Shoker Investment Counsel
Ohio
$619K +$1.29K +6 +0.2%
AIM
1273
Aigen Investment Management
New York
$618K -$554K -2,577 -46%
MHC
1274
Meyer Handelman Company
New York
$615K – – –
EIP
1275
Epoch Investment Partners
New York
$612K -$1.09M -5,053 -62%
49 50
51
52 53