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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1301
Montag & Associates
Georgia
$73K +$72.3K +620 New
CCM
1302
Cribstone Capital Management
Maine
$72K – – –
SWM
1303
Selective Wealth Management
Virginia
$70K – – –
EIP
1304
Ellis Investment Partners
Pennsylvania
$69K +$350 +3 +0.5%
HFA
1305
HC Financial Advisors
California
$68K – – –
PIMJS
1306
PKO Investment Management Joint-Stock
Poland
$67.8K +$67.1K +575 New
APWA
1307
Atlas Private Wealth Advisors
New Jersey
$67K +$9.56K +82 +17%
CFD
1308
Creative Financial Designs
Indiana
$66K +$23.8K +204 +57%
QT
1309
Quantbot Technologies
New York
$63K -$1.33M -11,427 -95%
RCC
1310
Red Cedar Capital
Nebraska
$62K – – –
MCM
1311
MV Capital Management
Maryland
$62K +$33.8K +290 +124%
IA
1312
Inspire Advisors
Idaho
$61K +$59.9K +514 New
ANBT
1313
American National Bank & Trust
Texas
$59K – – –
FP
1314
Financial Perspectives
Minnesota
$59K – – –
MWP
1315
Meridian Wealth Partners
Pennsylvania
$57K – – –
GAM
1316
Gemmer Asset Management
California
$57K +$21.6K +185 +62%
NFSG
1317
Newbridge Financial Services Group
Florida
$56K -$45.6K -391 -45%
HFS
1318
HBC Financial Services
Washington
$56K +$17.5K +150 +47%
PCG
1319
Private Capital Group
Connecticut
$56K +$34.5K +296 +168%
CYG
1320
Clean Yield Group
Vermont
$54K -$32.9K -282 -38%
FCA
1321
FinTrust Capital Advisors
South Carolina
$54K – – –
ICP
1322
Interchange Capital Partners
Pennsylvania
$53K +$53.3K +457 New
TFM
1323
TFC Financial Management
Massachusetts
$48K – – –
ADL
1324
Asset Dedication LLC
California
$48K +$3.96K +34 +9%
SN
1325
Sittner & Nelson
Oregon
$48K +$47.8K +410 New
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