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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1501
Severin Investments
Missouri
$421K +$24.5K +109 +6%
FNFDCM
1502
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$420K – – –
FWA
1503
Flagship Wealth Advisors
Massachusetts
$420K +$3.83K +17 +0.9%
MG
1504
Mather Group
Illinois
$420K +$140K +620 +48%
TC
1505
TownSquare Capital
Utah
$420K -$626K -2,780 -59%
LAM
1506
L2 Asset Management
Massachusetts
$419K +$21.4K +95 +5%
SAM
1507
Sawgrass Asset Management
Florida
$418K -$58.6K -260 -12%
FLPIM
1508
F.L. Putnam Investment Management
Massachusetts
$418K +$55.6K +247 +15%
VFA
1509
Values First Advisors
Tennessee
$418K -$4.96K -22 -1%
NB
1510
NBT Bank
New York
$418K +$34K +151 +9%
SIAP
1511
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$417K +$45.3K +201 +12%
C
1512
Certuity
Florida
$416K +$44.1K +196 +12%
CSB
1513
City State Bank
Iowa
$416K – – –
ARMT
1514
Amica Retiree Medical Trust
Rhode Island
$416K – – –
PWMG
1515
Prestige Wealth Management Group
New Jersey
$415K +$16K +71 +4%
AA
1516
Alta Advisers
United Kingdom
$415K – – –
SLWA
1517
San Luis Wealth Advisors
California
$415K +$52.3K +232 +14%
DBIA
1518
Dumont & Blake Investment Advisors
New Jersey
$414K – – –
BF
1519
bLong Financial
Tennessee
$413K – – –
GKFF
1520
George Kaiser Family Foundation
Oklahoma
$412K – – –
RWS
1521
Resolute Wealth Strategies
Mississippi
$411K +$1.58K +7 +0.4%
CWAG
1522
Compton Wealth Advisory Group
Virginia
$411K -$30K -133 -7%
EPIM
1523
Evelyn Partners Investment Management
$411K +$273K +1,210 +186%
FP
1524
Financial Perspectives
Minnesota
$409K +$195K +865 +88%
CIC
1525
Crawford Investment Counsel
Georgia
$409K -$32.9K -146 -7%
59 60
61
62 63