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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1051
Waverly Advisors
Alabama
$10K +$9.77K +120 New
FWM
1052
Focused Wealth Management
New York
$9K -$8.3K -102 -50%
DOA
1053
D'Orazio & Associates
Virginia
$9K – – –
HAM
1054
Highstreet Asset Management
Ontario, Canada
$9K – – –
PWM
1055
Perigon Wealth Management
California
$9K – – –
SWMG
1056
Signature Wealth Management Group
Georgia
$9K +$8.14K +100 New
CB
1057
CNB Bank
Pennsylvania
$8K +$7.08K +87 New
CAC
1058
Certified Advisory Corp
Florida
$8K +$8.14K +100 New
AC
1059
Avestar Capital
New York
$8K +$9.85K +121 New
TIM
1060
Tortoise Investment Management
New York
$7K – – –
PGWM
1061
Parisi Gray Wealth Management
New Jersey
$7K +$6.27K +77 New
PCA
1062
Providence Capital Advisors
North Carolina
$7K +$6.92K +85 New
SIS
1063
Sound Income Strategies
Florida
$7K +$7.41K +91 New
RWM
1064
Raffa Wealth Management
District of Columbia
$6.9K – – –
BWL
1065
Bogart Wealth LLC
Virginia
$6K – – –
CTB
1066
Country Trust Bank
Illinois
$6K – – –
JAM
1067
Jolley Asset Management
North Carolina
$6K – – –
HFP
1068
Holistic Financial Partners
Indiana
$6K +$6.11K +75 New
HIM
1069
Hillsdale Investment Management
Ontario, Canada
$5K -$5.7K -70 -54%
BL
1070
Balentine LLC
Georgia
$5K – – –
BWM
1071
Baystate Wealth Management
Massachusetts
$5K – – –
RWG
1072
Regal Wealth Group
California
$4K – – –
TFO
1073
Tarbox Family Office
California
$3K – – –
TWMP
1074
Taylor Wealth Management Partners
Massachusetts
$3K – – –
VNA
1075
Valley National Advisers
Pennsylvania
$3K – – –
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