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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1151
Certified Advisory Corp
Florida
$9K – – –
DOA
1152
D'Orazio & Associates
Virginia
$9K – – –
PO
1153
Private Ocean
California
$9K – – –
PG
1154
Proffitt & Goodson
Tennessee
$9K +$8.62K +96 New
WCM
1155
Whitener Capital Management
North Carolina
$8K -$2.51K -28 -22%
AAP
1156
Arax Advisory Partners
Colorado
$8K – – –
CB
1157
CNB Bank
Pennsylvania
$8K – – –
AF
1158
Arrow Financial
New York
$7K – – –
PGWM
1159
Parisi Gray Wealth Management
New Jersey
$7K – – –
TIM
1160
Tortoise Investment Management
New York
$7K – – –
CIA
1161
CSat Investment Advisory
Michigan
$7K +$1.44K +16 +26%
TCM
1162
TD Capital Management
Tennessee
$7K +$7.18K +80 New
BWM
1163
Baystate Wealth Management
Massachusetts
$6K -$14.8K -165 -73%
GI
1164
Gradient Investments
Minnesota
$6K -$1.8K -20 -24%
BWL
1165
Bogart Wealth LLC
Virginia
$6K – – –
SGS
1166
Sterling Global Strategies
California
$5.78K +$5.84K +65 New
LFASL
1167
Lugano Financial Advisors SA (LFA)
Switzerland
$5K – – –
CFA
1168
Clarfeld Financial Advisors
New York
$5K +$5.21K +58 New
TJHA
1169
Thomas J. Herzfeld Advisors
Florida
$4K -$1.8K -20 -31%
HIM
1170
Hillsdale Investment Management
Ontario, Canada
$4K – – –
RWG
1171
Regal Wealth Group
California
$4K – – –
TWMP
1172
Taylor Wealth Management Partners
Massachusetts
$4K – – –
WF
1173
WealthTrust Fairport
Ohio
$4K – – –
TFO
1174
Tarbox Family Office
California
$4K +$449 +5 +14%
KL
1175
KWMG LLC
Kansas
$4K +$2.25K +25 +100%
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