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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1326
Private Capital Management (Colorado)
Colorado
$264K +$10.3K +68 +4%
1IA
1327
1834 Investment Advisors
Wisconsin
$263K -$20.5K -135 -8%
HIC
1328
Holderness Investments Company
North Carolina
$263K -$20.3K -134 -7%
WA
1329
Wealth Architects
California
$263K +$22.3K +147 +10%
MCM
1330
Maryland Capital Management
Maryland
$262K +$10.6K +70 +4%
PCMC
1331
Paragon Capital Management (Colorado)
Colorado
$261K – – –
GIM
1332
Grassi Investment Management
California
$258K -$41.7K -275 -14%
DWM
1333
Darwin Wealth Management
Florida
$258K +$910 +6 +0.4%
NB
1334
NBT Bank
New York
$257K – – –
WPC
1335
Wedmont Private Capital
Pennsylvania
$257K +$245K +1,615 New
KMWM
1336
Keudell/Morrison Wealth Management
Oregon
$256K -$10.9K -72 -4%
HCM
1337
Hilton Capital Management
New York
$256K +$21.5K +142 +10%
BFG
1338
Berger Financial Group
Minnesota
$255K +$9.85K +65 +4%
CSPAM
1339
Cary Street Partners Asset Management
Virginia
$254K – – –
SDWMA
1340
Schneider Downs Wealth Management Advisors
Pennsylvania
$253K -$53.1K -350 -18%
GSEP
1341
Golden State Equity Partners
California
$252K -$7.43K -49 -3%
EWM
1342
Executive Wealth Management
Michigan
$251K -$7.43M -48,996 -97%
TW
1343
TrinityPoint Wealth
Connecticut
$251K – – –
ORC
1344
O'Rourke & Company
Massachusetts
$250K +$303 +2 +0.1%
C
1345
Certuity
Florida
$249K +$152 +1 +0.1%
ARC
1346
Advisor Resource Council
Texas
$247K -$270K -1,780 -53%
TRIA
1347
Trail Ridge Investment Advisors
Colorado
$247K -$18.5K -122 -7%
HCM
1348
Highview Capital Management
Illinois
$247K +$236K +1,559 New
MSFP
1349
Mark Sheptoff Financial Planning
Connecticut
$246K -$22.7K -150 -9%
GIM
1350
Goelzer Investment Management
Indiana
$246K -$11.4K -75 -5%
52 53
54
55 56