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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$79K – – –
GAM
702
Gemmer Asset Management
California
$77K – – –
HI
703
Hudock Inc
Pennsylvania
$77K – – –
BRWM
704
B. Riley Wealth Management
Tennessee
$73K -$121K -2,400 -60%
AWM
705
AllSquare Wealth Management
New York
$72K – – –
UFA
706
US Financial Advisors
Massachusetts
$71K +$22.2K +441 +41%
SAMC
707
Shinko Asset Management Company
Japan
$63K – – –
GWM
708
Gupta Wealth Management
California
$61K – – –
PIM
709
Parasol Investment Management
Illinois
$60K +$64.7K +1,287 New
VFA
710
Virtus Fund Advisers
Connecticut
$59K – – –
AA
711
Apriem Advisors
California
$56K – – –
TC
712
TradeLink Capital
Illinois
$52.9K +$57.4K +1,142 New
CG
713
Colony Group
Massachusetts
$51K – – –
MIP
714
Mondrian Investment Partners
United Kingdom
$51K – – –
PG
715
Patten Group
Tennessee
$50.1K +$54.3K +1,080 New
ASN
716
Advisory Services Network
Georgia
$48K -$5.03K -100 -9%
HPBT
717
High Point Bank & Trust
North Carolina
$46K – – –
LFR
718
Lehman Financial Resources
Pennsylvania
$46K – – –
WP
719
WealthPLAN Partners
Nebraska
$45K -$80.2K -1,595 -62%
SIG
720
Stanford Investment Group
California
$42K – – –
DOA
721
D'Orazio & Associates
Virginia
$42K +$45.3K +900 New
CB
722
Community Bank
New York
$41K – – –
EFSCE
723
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$13.2K +262 +42%
FNBSF
724
First National Bank Sioux Falls
South Dakota
$39K -$1.31K -26 -3%
IMS
725
Index Management Solutions
Pennsylvania
$39K +$8.4K +167 +25%
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