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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1226
Arlington Partners
Alabama
$31K – – –
GIC
1227
Gantzert Investment Company
Illinois
$30K – – –
CFFP
1228
Center for Financial Planning
Michigan
$30K +$3.33K +29 +10%
POIA
1229
Pin Oak Investment Advisors
Texas
$30K +$37.2K +324 New
WQ
1230
Wealth Quarterback
New Jersey
$28.3K -$17.2K -150 -33%
LAS
1231
Lloyd Advisory Services
Georgia
$28K -$1.15K -10 -3%
HFS
1232
HBC Financial Services
Washington
$28K – – –
MAWCM
1233
Mine & Arao Wealth Creation & Management
California
$28K – – –
APWM
1234
Atlas Private Wealth Management
New York
$28K +$229 +2 +0.7%
PFGIA
1235
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$10.7K +93 +45%
FA
1236
Fortis Advisors
Pennsylvania
$28K +$20.1K +175 +138%
CB
1237
CNB Bank
Pennsylvania
$28K +$22.9K +200 +190%
OSAM
1238
O'Shaughnessy Asset Management
Connecticut
$27K -$1.47M -12,813 -98%
GAM
1239
Gemmer Asset Management
California
$27K +$1.38K +12 +4%
LFG
1240
Larson Financial Group
Missouri
$26K +$344 +3 +1%
TWA
1241
TCI Wealth Advisors
Arizona
$25K -$13.4K -117 -30%
FANJ
1242
Financial Architects (New Jersey)
New Jersey
$25K – – –
TFA
1243
Toth Financial Advisory
Virginia
$25K +$12K +105 +66%
LWCFA
1244
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K -$5.74K -50 -16%
SLF
1245
Sun Life Financial
Ontario, Canada
$23K +$1.72K +15 +7%
CAGAS
1246
Capital Advisory Group Advisory Services
Minnesota
$23K +$28.2K +246 New
MCM
1247
MV Capital Management
Maryland
$22K – – –
LFG
1248
LifePlan Financial Group
Ohio
$22K +$22.9K +200 +556%
IWP
1249
IAG Wealth Partners
Wisconsin
$21K – – –
WB
1250
Webster Bank
Connecticut
$20K -$25.2K -220 -50%
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50
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