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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1576
Column Capital Advisors
Indiana
$165K – – –
OP
1577
ORG Partners
Indiana
$165K +$159K +961 New
ADL
1578
Asset Dedication LLC
California
$162K +$25.8K +156 +20%
NF
1579
Norwood Financial
Pennsylvania
$156K – – –
AWM
1580
AllSquare Wealth Management
New York
$154K – – –
IUHSA
1581
Itau Unibanco Holding S.A.
Brazil
$153K -$20.3K -123 -12%
QC
1582
Quent Capital
New York
$153K – – –
PMFA
1583
Plante Moran Financial Advisors
Michigan
$152K +$22.8K +138 +19%
AWM
1584
Avior Wealth Management
Nebraska
$152K +$331 +2 +0.2%
GCM
1585
Gables Capital Management
Florida
$148K -$10.7K -65 -7%
CF
1586
Centaurus Financial
California
$147K -$230K -1,393 -62%
EIM
1587
Essex Investment Management
Massachusetts
$143K – – –
BC
1588
Barrett & Company
Rhode Island
$143K +$90.9K +550 +200%
PA
1589
PSI Advisors
Florida
$141K +$165 +1 +0.1%
HBT
1590
Hills Bank & Trust
Iowa
$139K – – –
WIM
1591
WealthPlan Investment Management
Nebraska
$139K – – –
TSW
1592
Thompson Siegel & Walmsley
Virginia
$138K -$2.48K -15 -2%
WP
1593
WealthPLAN Partners
Nebraska
$136K -$3.97K -24 -3%
NSG
1594
Nalls Sherbakoff Group
Tennessee
$136K – – –
VNA
1595
Valley National Advisers
Pennsylvania
$135K – – –
GIA
1596
GHP Investment Advisors
Colorado
$134K -$63.2K -382 -31%
BWM
1597
Baystate Wealth Management
Massachusetts
$127K +$5.95K +36 +5%
SCA
1598
Stonebridge Capital Advisors
Minnesota
$125K – – –
TCM
1599
Tradewinds Capital Management
Washington
$122K – – –
NC
1600
NewSquare Capital
Pennsylvania
$121K -$15.2K -92 -12%
62 63
64
65 66