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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1401
Fosun International
China
$549K – – –
EP
1402
Edgestream Partners
New Jersey
$548K -$6.45M -27,826 -92%
JSL
1403
JT Stratford LLC
Georgia
$548K -$39.7K -171 -7%
P
1404
Pitcairn
Pennsylvania
$547K -$73.3K -316 -12%
CFP
1405
Catalyst Financial Partners
Massachusetts
$546K -$32.9K -142 -6%
ES
1406
Element Squared
Minnesota
$545K +$552K +2,380 New
KAS
1407
KPP Advisory Services
Kentucky
$543K -$3.25K -14 -0.6%
WSCM
1408
Wellington Shields Capital Management
New York
$543K +$232 +1 +0%
AIS
1409
AM Investment Strategies
Tennessee
$542K – – –
OHWP
1410
Oak Harbor Wealth Partners
North Carolina
$541K +$58K +250 +12%
DA
1411
Drake & Associates
Wisconsin
$539K +$45K +194 +9%
CCWM
1412
Cassaday & Co Wealth Management
Virginia
$538K +$13.7K +59 +3%
HI
1413
Hudock Inc
Pennsylvania
$538K +$232 +1 +0%
CASB
1414
Cape Ann Savings Bank
Massachusetts
$537K +$169K +729 +45%
FAM
1415
Formidable Asset Management
Ohio
$536K – – –
NAS
1416
Nicolet Advisory Services
Wisconsin
$536K +$124K +533 +29%
CPCM
1417
Cardinal Point Capital Management
Ontario, Canada
$532K +$34.1K +147 +7%
TC
1418
Trust Company
Kansas
$531K -$18.8K -81 -3%
HIP
1419
Harrell Investment Partners
Texas
$530K +$538K +2,318 New
MW
1420
Maia Wealth
Colorado
$530K +$226K +975 +73%
AHC
1421
Adell Harriman & Carpenter
Texas
$529K +$3.25K +14 +0.6%
AWM
1422
Avior Wealth Management
Nebraska
$529K -$234K -1,009 -30%
CWA
1423
Clearview Wealth Advisors
Oregon
$528K +$464 +2 +0.1%
CIAS
1424
Capital Investment Advisory Services
North Carolina
$526K -$4.41K -19 -0.8%
NDBT
1425
North Dallas Bank & Trust
Texas
$525K +$533K +2,296 New
55 56
57
58 59