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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
UPS
1751
UHLMANN PRICE SECURITIES
Illinois
$330K +$33.8K +147 +11%
MBWA
1752
Marin Bay Wealth Advisors
California
$330K +$335K +1,460 +105%
EPIMS
1753
Evelyn Partners Investment Management Services
$328K +$101K +440 +45%
PIA
1754
Powell Investment Advisors
Florida
$328K – – –
BLC
1755
Brown, Lisle/Cummings
Rhode Island
$328K +$16.3K +71 +5%
OF
1756
Optimize Financial
California
$328K +$328K +1,427 New
SA
1757
SPWM Advisors
Michigan
$328K -$9.88K -43 -3%
HTIM
1758
Harbour Trust & Investment Management
Indiana
$326K -$620K -2,700 -66%
BSB
1759
Bangor Savings Bank
Maine
$326K -$1.61K -7 -0.5%
EFSCE
1760
Enterprise Financial Services Corp (EFSC)
Missouri
$326K +$75.8K +330 +30%
CWG
1761
Cornerstone Wealth Group
North Carolina
$326K +$74K +322 +28%
ESB
1762
Essex Savings Bank
Connecticut
$326K -$1.61K -7 -0.5%
FIB
1763
First Interstate Bank
Montana
$325K +$325K +1,415 New
CLA
1764
Carnegie Lake Advisors
New Jersey
$324K – – –
FWA
1765
FSM Wealth Advisors
Ohio
$324K -$18.4K -80 -5%
TFM
1766
TFC Financial Management
Massachusetts
$324K – – –
CPC
1767
Cadia Private Client
New Jersey
$324K +$1.15K +5 +0.4%
SAM
1768
Summit Asset Management
Tennessee
$323K – – –
HBW
1769
Hazlett, Burt & Watson
West Virginia
$323K +$7.81K +34 +2%
ZIM
1770
Zacks Investment Management
Illinois
$323K – – –
QC
1771
Quadrature Capital
United Kingdom
$323K +$323K +1,404 New
KCM
1772
KRS Capital Management
Michigan
$322K -$9.42K -41 -3%
ACM
1773
Alessandra Capital Management
California
$322K – – –
AIC
1774
Archer Investment Corporation
Indiana
$322K +$91.9K +400 +40%
SAG
1775
SageView Advisory Group
California
$322K -$12.4K -54 -4%
69 70
71
72 73