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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1451
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K -$18.7K -122 -8%
RWB
1452
RMR Wealth Builders
New Jersey
$227K -$2.76K -18 -1%
LFA
1453
Legacy Financial Advisors
Kentucky
$226K -$306 -2 -0.1%
PCS
1454
Personal CFO Solutions
New Jersey
$225K +$9.96K +65 +5%
DMBA
1455
Deseret Mutual Benefit Administrators
Utah
$224K -$7.81K -51 -4%
GIP
1456
Greatmark Investment Partners
Georgia
$224K – – –
SF
1457
Summit Financial
New Jersey
$224K +$5.36K +35 +3%
CFA
1458
Compass Financial Advisors
Indiana
$224K +$459 +3 +0.2%
CFP
1459
Catalyst Financial Partners
Massachusetts
$222K -$1.23K -8 -0.6%
HCM
1460
Highlander Capital Management
New Jersey
$222K – – –
AL
1461
ADE LLC
Maryland
$222K – – –
1W
1462
1776 Wealth
Georgia
$222K +$153 +1 +0.1%
FSA
1463
Fort Sheridan Advisors
Illinois
$221K +$208K +1,355 New
LWM
1464
Laidlaw Wealth Management
New York
$221K -$3.22K -21 -2%
WAG
1465
Winthrop Advisory Group
Massachusetts
$221K -$14.7K -96 -7%
PCA
1466
Pallas Capital Advisors
Massachusetts
$220K +$204K +1,331 New
FFG
1467
Frisch Financial Group
New York
$220K +$6.28K +41 +3%
CWM
1468
Centurion Wealth Management
Virginia
$220K – – –
FF
1469
Financial Futures
New Jersey
$219K – – –
EHC
1470
Everett Harris & Co
California
$219K -$1.38K -9 -0.7%
SAM
1471
Summit Asset Management
Tennessee
$219K -$1.53K -10 -0.7%
GWS
1472
Glassman Wealth Services
Virginia
$219K -$766 -5 -0.4%
PIA
1473
Perennial Investment Advisors
California
$219K -$3.06K -20 -1%
EFSCE
1474
Enterprise Financial Services Corp (EFSC)
Missouri
$218K +$3.52K +23 +2%
MCM
1475
Manchester Capital Management
Vermont
$217K – – –
57 58
59
60 61