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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1301
Marble Harbor Investment Counsel
Massachusetts
$576K – – –
HR
1302
Howe & Rusling
New York
$575K -$113K -524 -16%
BI
1303
Bradyco Inc
Massachusetts
$575K +$612K +2,849 New
AC
1304
Apella Capital
Connecticut
$570K +$29.2K +136 +5%
KA
1305
KLCM Advisors
Wisconsin
$570K +$41.9K +195 +7%
GWM
1306
Gitterman Wealth Management
New Jersey
$569K +$369K +1,717 +156%
RBFC
1307
Roman Butler Fullerton & Co
Missouri
$569K +$77.8K +362 +16%
HWA
1308
Heritage Wealth Advisors
Virginia
$566K -$2.79K -13 -0.5%
MMM
1309
Mendel Money Management
Illinois
$566K -$3.01K -14 -0.5%
APA
1310
Astoria Portfolio Advisors
New York
$565K +$193K +898 +49%
BSHC
1311
Breed's Hill Capital
Massachusetts
$564K +$220K +1,022 +58%
CCC
1312
Compass Capital Corp
Massachusetts
$562K +$567K +2,641 New
PCM
1313
Prana Capital Management
Connecticut
$560K -$14.1M -65,475 -96%
NFSG
1314
Newbridge Financial Services Group
Florida
$559K -$46.2K -215 -7%
MF
1315
Meridian Financial
Massachusetts
$559K – – –
SC
1316
Sawyer & Company
Massachusetts
$559K – – –
MMCM
1317
Murphy & Mullick Capital Management
New York
$559K +$595K +2,768 New
FWP
1318
Falcon Wealth Planning
California
$557K – – –
GIP
1319
Greatmark Investment Partners
Georgia
$555K +$591K +2,750 New
LFG
1320
Larson Financial Group
Missouri
$555K +$216K +1,006 +58%
ZIM
1321
Zacks Investment Management
Illinois
$552K -$45.3K -211 -7%
SFWA
1322
Summit Financial Wealth Advisors
Louisiana
$552K -$1.07K -5 -0.2%
WC
1323
Whitney & Co
New York
$550K – – –
MCM
1324
Mattern Capital Management
Colorado
$549K +$55K +256 +10%
TCM
1325
Tributary Capital Management
Nebraska
$548K -$30.1K -140 -5%
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