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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1226
Philadelphia Trust Company
Pennsylvania
$391K – – –
AFP
1227
Ausdal Financial Partners
Iowa
$391K +$11.2K +73 +3%
PWPS
1228
Pinnacle Wealth Planning Services
Ohio
$390K -$306 -2 -0.1%
SCM
1229
Shelton Capital Management
Colorado
$389K +$10.4K +68 +3%
SC
1230
SRB Corp
Massachusetts
$387K +$363K +2,372 New
AIA
1231
Alera Investment Advisors
Illinois
$386K -$9.65K -63 -3%
RMDI
1232
R.M. Davis Inc
Maine
$386K -$34.5K -225 -9%
WAM
1233
Weinberger Asset Management
California
$386K – – –
HI
1234
Hudock Inc
Pennsylvania
$385K +$1.53K +10 +0.4%
WDG
1235
Wealth Dimensions Group
Ohio
$383K -$8.58K -56 -2%
EWA
1236
Etesian Wealth Advisors
Oregon
$383K +$4.13K +27 +1%
BOS
1237
Bank of Stockton
California
$382K +$72K +470 +25%
H
1238
HoyleCohen
California
$381K -$19.6K -128 -5%
MFG
1239
Monumental Financial Group
Maryland
$381K -$10.6K -69 -3%
BWM
1240
BlackDiamond Wealth Management
New York
$379K +$58K +379 +20%
ZIM
1241
Zacks Investment Management
Illinois
$376K -$613 -4 -0.2%
SCA
1242
Stuart Chaussee & Associates
California
$373K – – –
BC
1243
Burney Company
Virginia
$373K -$141K -920 -29%
CASB
1244
Cape Ann Savings Bank
Massachusetts
$373K +$35.8K +234 +11%
PCMF
1245
Private Capital Management (Florida)
Florida
$372K – – –
SC
1246
Sonen Capital
California
$371K -$152K -994 -30%
CA
1247
Callahan Advisors
Texas
$369K +$153 +1 +0%
LFA
1248
LGT Financial Advisors
Texas
$367K +$344K +2,248 New
CF
1249
Centaurus Financial
California
$366K -$15.2K -99 -4%
GT
1250
Glenview Trust
Kentucky
$365K -$119K -775 -26%
48 49
50
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