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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
1326
Charter Research & Investment Group
Connecticut
$213K +$213K +1,425 New
TVAMP
1327
Tennessee Valley Asset Management Partners
Tennessee
$212K +$212K +1,418 New
DE
1328
Day & Ennis
Georgia
$212K +$212K +1,419 New
DWM
1329
Dakota Wealth Management
Florida
$212K +$213K +1,420 New
LG
1330
LaFleur & Godfrey
Michigan
$211K +$211K +1,411 New
PCS
1331
Personal CFO Solutions
New Jersey
$210K +$210K +1,406 New
GD
1332
Grandfield & Dodd
New York
$210K +$214K +1,427 New
WAG
1333
Winthrop Advisory Group
Massachusetts
$209K +$210K +1,400 New
PCA
1334
Pallas Capital Advisors
Massachusetts
$208K +$195K +1,304 New
ACI
1335
Alpha Cubed Investments
California
$208K +$208K +1,393 New
FIA
1336
Foundations Investment Advisors
Arizona
$207K +$207K +1,383 New
B
1337
Bridgeworth
Alabama
$207K +$208K +1,388 New
AMCA
1338
Arthur M. Cohen & Associates
Illinois
$206K +$207K +1,380 New
ACM
1339
Azimuth Capital Management
Michigan
$206K +$207K +1,380 New
HCM
1340
HM Capital Management
Missouri
$205K +$206K +1,375 New
SFS
1341
Strategic Financial Services
New York
$204K +$204K +1,363 New
AAS
1342
Annex Advisory Services
Wisconsin
$204K +$204K +1,366 New
AL
1343
ADE LLC
Maryland
$203K – – –
HCM
1344
Highlander Capital Management
New Jersey
$203K – – –
MCP
1345
Mirador Capital Partners
California
$202K +$202K +1,352 New
FHC
1346
First Heartland Consultants
Missouri
$202K +$203K +1,354 New
HIP
1347
HUB Investment Partners
Texas
$201K -$2.15M -14,339 -91%
IA
1348
Insight Advisors
Pennsylvania
$201K +$188K +1,253 New
OIA
1349
OneDigital Investment Advisors
Kansas
$201K +$201K +1,344 New
ESB
1350
Essex Savings Bank
Connecticut
$200K +$193K +1,289 New
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