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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
1326
Douglas Lane & Associates
New York
$660K – – –
FWP
1327
Falcon Wealth Planning
California
$659K – – –
SP
1328
Successful Portfolios
Florida
$654K -$2.09K -9 -0.3%
MMM
1329
Mendel Money Management
Illinois
$653K +$4.64K +20 +0.7%
LCGC
1330
Legacy Capital Group California
California
$652K -$25.5K -110 -4%
BI
1331
Bradyco Inc
Massachusetts
$652K – – –
PGCM
1332
Prescott Group Capital Management
Oklahoma
$650K +$132K +567 +25%
HA
1333
Herold Advisors
New York
$649K +$45.5K +196 +7%
PFBT
1334
Parkside Financial Bank & Trust
Missouri
$648K +$122K +526 +23%
KA
1335
KLCM Advisors
Wisconsin
$648K +$2.32K +10 +0.4%
SAM
1336
Sompo Asset Management
Japan
$648K – – –
GM
1337
GeoWealth Management
Illinois
$647K +$1.16K +5 +0.2%
MHIC
1338
Marble Harbor Investment Counsel
Massachusetts
$646K – – –
AP
1339
Atwood & Palmer
Missouri
$642K – – –
VCM
1340
Vision Capital Management
Oregon
$641K – – –
RLH
1341
RD Lewis Holdings
Florida
$639K -$5.1K -22 -0.8%
TNBTD
1342
Trustmark National Bank Trust Department
Mississippi
$638K +$247K +1,065 +62%
XWM
1343
Xcel Wealth Management
Florida
$632K -$31.5K -136 -5%
GIP
1344
Greatmark Investment Partners
Georgia
$629K – – –
CPA
1345
Court Place Advisors
Maryland
$625K – – –
CWM
1346
Cahaba Wealth Management
Georgia
$624K -$48K -207 -7%
KFGK
1347
Keystone Financial Group (Kentucky)
Kentucky
$624K +$54.5K +235 +9%
WC
1348
Whitney & Co
New York
$624K – – –
MNBTD
1349
Moody National Bank Trust Division
Texas
$616K +$42.5K +183 +7%
EIA
1350
Eldridge Investment Advisors
New Hampshire
$615K – – –
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