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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
1626
GM Advisory Group
New York
$299K -$95.8K -446 -23%
VDI
1627
Vaughan David Investments
Illinois
$298K +$1.07K +5 +0.3%
GD
1628
Grandfield & Dodd
New York
$298K – – –
KFS
1629
Kurt F. Somerville
$298K +$3.22K +15 +1%
AAS
1630
Annex Advisory Services
Wisconsin
$297K +$215 +1 +0.1%
CFS
1631
Coordinated Financial Services
Colorado
$296K +$315K +1,468 New
PCP
1632
Proficio Capital Partners
Massachusetts
$295K +$314K +1,463 New
AGWCA
1633
Annis Gardner Whiting Capital Advisors
Florida
$295K -$8.81K -41 -3%
WIA
1634
Wealthedge Investment Advisors
New York
$295K +$314K +1,462 New
SIC
1635
Sigma Investment Counselors
Michigan
$295K – – –
BA
1636
Ballast Advisors
Minnesota
$295K -$21K -98 -6%
WP
1637
Westmount Partners
California
$293K +$1.93K +9 +0.6%
BMCM
1638
Bryn Mawr Capital Management
Pennsylvania
$291K -$23.6K -110 -7%
IC
1639
Iconiq Capital
California
$291K +$309K +1,440 New
ML
1640
McAdam LLC
Pennsylvania
$290K +$4.3K +20 +1%
ACM
1641
AlphaStar Capital Management
North Carolina
$290K -$2.58K -12 -0.8%
MEAC
1642
M.E. Allison & Co
Texas
$290K +$308K +1,436 New
XPN
1643
XY Planning Network
Montana
$288K +$307K +1,428 New
PIA
1644
Powell Investment Advisors
Florida
$288K – – –
USWIA
1645
UP Strategic Wealth Investment Advisors
Pennsylvania
$286K +$40.8K +190 +15%
FCH
1646
Freestone Capital Holdings
Washington
$286K +$15.9K +74 +6%
BFAG
1647
Blackston Financial Advisory Group
Florida
$285K -$8.16K -38 -3%
SFS
1648
Strategic Financial Services
New York
$285K – – –
CLA
1649
Carnegie Lake Advisors
New Jersey
$285K – – –
FLPIM
1650
F.L. Putnam Investment Management
Massachusetts
$284K +$6.01K +28 +2%
64 65
66
67 68