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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1726
Auxier Asset Management
Oregon
$340K – – –
CFD
1727
Creative Financial Designs
Indiana
$340K +$5.74K +25 +2%
AA
1728
Alta Advisers
United Kingdom
$340K – – –
BFC
1729
Blue Fin Capital
Rhode Island
$340K +$340K +1,478 New
GD
1730
Grandfield & Dodd
New York
$339K – – –
PAS
1731
PKS Advisory Services
New York
$338K +$29K +126 +9%
RF
1732
Rossby Financial
Florida
$338K +$91.5K +398 +37%
KCP
1733
Kera Capital Partners
California
$338K +$127K +553 +60%
WP
1734
Westmount Partners
California
$338K +$1.15K +5 +0.3%
ACP
1735
Argyle Capital Partners
California
$336K – – –
SFS
1736
Strategic Financial Services
New York
$335K +$10.1K +44 +3%
WAG
1737
Winthrop Advisory Group
Massachusetts
$335K -$4.59K -20 -1%
FFA
1738
Fortune Financial Advisors
Kansas
$335K +$4.14K +18 +1%
PB
1739
Pinnacle Bancorp
Nebraska
$334K – – –
PL
1740
Plancorp LLC
Missouri
$334K +$6.66K +29 +2%
DI
1741
Decision Investments
California
$333K – – –
FHB
1742
First Hawaiian Bank
Hawaii
$333K – – –
TW
1743
ticino wealth
California
$333K +$305K +1,329 New
QC
1744
Quent Capital
New York
$332K +$36.5K +159 +12%
EMAM
1745
Encompass More Asset Management
California
$332K +$332K +1,446 New
RT
1746
Rockland Trust
Massachusetts
$332K -$11.5K -50 -3%
BWM
1747
Blossom Wealth Management
California
$331K -$36.8K -160 -10%
7WCP
1748
71 West Capital Partners
Massachusetts
$331K +$56.3K +245 +20%
ZF
1749
Zhang Financial
Michigan
$331K -$9.42K -41 -3%
DBRC
1750
D.B. Root & Company
Pennsylvania
$331K -$16.1K -70 -5%
68 69
70
71 72