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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
701
US Financial Advisors
Massachusetts
$71K +$22.2K +441 +41%
SAMC
702
Shinko Asset Management Company
Japan
$63K – – –
GWM
703
Gupta Wealth Management
California
$61K – – –
PIM
704
Parasol Investment Management
Illinois
$60K +$64.7K +1,287 New
VFA
705
Virtus Fund Advisers
Connecticut
$59K – – –
AA
706
Apriem Advisors
California
$56K – – –
TC
707
TradeLink Capital
Illinois
$52.9K +$57.4K +1,142 New
CG
708
Colony Group
Massachusetts
$51K – – –
MIP
709
Mondrian Investment Partners
United Kingdom
$51K – – –
PG
710
Patten Group
Tennessee
$50.1K +$54.3K +1,080 New
ASN
711
Advisory Services Network
Georgia
$48K -$5.03K -100 -9%
HPBT
712
High Point Bank & Trust
North Carolina
$46K – – –
LFR
713
Lehman Financial Resources
Pennsylvania
$46K – – –
WP
714
WealthPLAN Partners
Nebraska
$45K -$80.2K -1,595 -62%
SIG
715
Stanford Investment Group
California
$42K – – –
DOA
716
D'Orazio & Associates
Virginia
$42K +$45.3K +900 New
CB
717
Community Bank
New York
$41K – – –
EFSCE
718
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$13.2K +262 +42%
FNBSF
719
First National Bank Sioux Falls
South Dakota
$39K -$1.31K -26 -3%
IMS
720
Index Management Solutions
Pennsylvania
$39K +$8.4K +167 +25%
ST
721
Spot Trading
Illinois
$38K -$1.65M -32,760 -98%
SFWA
722
Summit Financial Wealth Advisors
Louisiana
$37K – – –
WT
723
Whittier Trust
California
$37K – – –
ST
724
Smithfield Trust
Pennsylvania
$36K – – –
PMFA
725
Plante Moran Financial Advisors
Michigan
$34K +$453 +9 +1%
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