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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1326
Diamant Asset Management
Connecticut
$266K – – –
PIA
1327
Powell Investment Advisors
Florida
$266K +$2.12K +14 +0.8%
QPW
1328
Quantum Private Wealth
Florida
$264K -$3.03K -20 -1%
CW
1329
Cook Wealth
North Carolina
$264K – – –
PCMC
1330
Private Capital Management (Colorado)
Colorado
$264K +$10.3K +68 +4%
1IA
1331
1834 Investment Advisors
Wisconsin
$263K -$20.5K -135 -8%
HIC
1332
Holderness Investments Company
North Carolina
$263K -$20.3K -134 -7%
WA
1333
Wealth Architects
California
$263K +$22.3K +147 +10%
MCM
1334
Maryland Capital Management
Maryland
$262K +$10.6K +70 +4%
PCMC
1335
Paragon Capital Management (Colorado)
Colorado
$261K – – –
GIM
1336
Grassi Investment Management
California
$258K -$41.7K -275 -14%
DWM
1337
Darwin Wealth Management
Florida
$258K +$910 +6 +0.4%
NB
1338
NBT Bank
New York
$257K – – –
WPC
1339
Wedmont Private Capital
Pennsylvania
$257K +$245K +1,615 New
KMWM
1340
Keudell/Morrison Wealth Management
Oregon
$256K -$10.9K -72 -4%
HCM
1341
Hilton Capital Management
New York
$256K +$21.5K +142 +10%
BFG
1342
Berger Financial Group
Minnesota
$255K +$9.85K +65 +4%
CSPAM
1343
Cary Street Partners Asset Management
Virginia
$254K – – –
SDWMA
1344
Schneider Downs Wealth Management Advisors
Pennsylvania
$253K -$53.1K -350 -18%
GSEP
1345
Golden State Equity Partners
California
$252K -$7.43K -49 -3%
EWM
1346
Executive Wealth Management
Michigan
$251K -$7.43M -48,996 -97%
TW
1347
TrinityPoint Wealth
Connecticut
$251K – – –
ORC
1348
O'Rourke & Company
Massachusetts
$250K +$303 +2 +0.1%
C
1349
Certuity
Florida
$249K +$152 +1 +0.1%
ARC
1350
Advisor Resource Council
Texas
$247K -$270K -1,780 -53%
52 53
54
55 56