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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1301
D.J. St. Germain
Massachusetts
$333K +$318K +1,922 New
SW
1302
SkyOak Wealth
Michigan
$333K – – –
WA
1303
WESPAC Advisors
California
$332K -$5.46K -33 -2%
FSG
1304
Financial Strategies Group
Michigan
$332K +$1.32K +8 +0.4%
ONST
1305
Old North State Trust
North Carolina
$331K – – –
PAM
1306
Paradigm Asset Management
New York
$329K +$314K +1,900 New
PP
1307
Patron Partners
Texas
$328K -$2.65K -16 -0.8%
GAM
1308
Gotham Asset Management
New York
$326K -$596K -3,606 -66%
TFP
1309
Tilia Fiduciary Partners
North Carolina
$323K -$25K -151 -7%
HT
1310
Heritage Trust
Oklahoma
$323K +$52.9K +320 +21%
TCWM
1311
Total Clarity Wealth Management
Illinois
$323K +$67.6K +409 +28%
CA
1312
Claro Advisors
Massachusetts
$323K -$6.28K -38 -2%
TVAMP
1313
Tennessee Valley Asset Management Partners
Tennessee
$322K -$8.93K -54 -3%
EP
1314
Eudaimonia Partners
Tennessee
$321K -$1.49K -9 -0.5%
HIMC
1315
Heritage Investors Management Corp
Maryland
$321K -$165 -1 -0.1%
MWA
1316
Meridian Wealth Advisors
Texas
$321K +$496 +3 +0.2%
BIM
1317
Bridges Investment Management
Nebraska
$321K – – –
MAG
1318
MRA Advisory Group
New Jersey
$320K -$41.5K -251 -12%
NB
1319
NBT Bank
New York
$320K -$16.7K -101 -5%
SFG
1320
Sather Financial Group
Texas
$319K – – –
GS
1321
GTS Securities
Florida
$319K +$304K +1,840 New
PVI
1322
Pine Valley Investments
New Jersey
$319K +$33.1K +200 +12%
CNBT
1323
Canandaigua National Bank & Trust
New York
$318K -$14.7K -89 -5%
NWM
1324
Northcape Wealth Management
New York
$316K -$6.61K -40 -2%
SEP
1325
Southland Equity Partners
Missouri
$315K -$4.96K -30 -2%
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