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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
1501
LWM Advisory Services
Florida
$320K – – –
VWM
1502
Vigilare Wealth Management
Arizona
$315K – – –
EHC
1503
Everett Harris & Co
California
$315K +$27.5K +140 +10%
GD
1504
Grandfield & Dodd
New York
$314K – – –
BFA
1505
Bragg Financial Advisors
North Carolina
$314K -$34.4K -175 -11%
MCM
1506
Manchester Capital Management
Vermont
$313K +$983 +5 +0.3%
PCA
1507
Pallas Capital Advisors
Massachusetts
$312K -$54K -275 -16%
SIC
1508
Sigma Investment Counselors
Michigan
$312K – – –
KFS
1509
Kurt F. Somerville
$311K -$31.4K -160 -10%
PAM
1510
Paradigm Asset Management
New York
$309K -$88.4K -450 -24%
FTWA
1511
Fifth Third Wealth Advisors
Ohio
$309K +$285K +1,450 New
DOA
1512
D'Orazio & Associates
Virginia
$309K +$6.49K +33 +2%
WP
1513
Westmount Partners
California
$307K -$16.1K -82 -5%
BMCM
1514
Bryn Mawr Capital Management
Pennsylvania
$307K – – –
NJBEST
1515
New Jersey Better Educational Savings Trust
New Jersey
$307K – – –
WDC
1516
Woodward Diversified Capital
California
$307K – – –
CFS
1517
Coordinated Financial Services
Colorado
$306K +$282K +1,437 New
IA
1518
Insight Advisors
Pennsylvania
$305K +$5.9K +30 +2%
PIA
1519
Powell Investment Advisors
Florida
$304K – – –
CRIG
1520
Charter Research & Investment Group
Connecticut
$304K – – –
TA
1521
Tactive Advisors
Florida
$303K +$279K +1,422 New
WDA
1522
Wendell David Associates
New Hampshire
$303K +$590 +3 +0.2%
PIA
1523
Perennial Investment Advisors
California
$302K +$983 +5 +0.4%
OPPS
1524
Obsidian Personal Planning Solutions
Maryland
$302K -$8.06K -41 -3%
LAM
1525
L2 Asset Management
Massachusetts
$300K +$22K +112 +9%
59 60
61
62 63