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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1276
Bogart Wealth LLC
Virginia
$8K – – –
TJHA
1277
Thomas J. Herzfeld Advisors
Florida
$8K +$1.05K +9 +15%
BL
1278
Balentine LLC
Georgia
$7K – – –
PW
1279
Price Wealth
Texas
$7K – – –
TFO
1280
Tarbox Family Office
California
$7K – – –
TFA
1281
Toth Financial Advisory
Virginia
$7K – – –
BWM
1282
Baystate Wealth Management
Massachusetts
$7K +$117 +1 +2%
LWM
1283
Liberty Wealth Management
California
$6K -$39.6K -339 -87%
HIM
1284
Hillsdale Investment Management
Ontario, Canada
$6K -$584 -5 -8%
RWG
1285
Regal Wealth Group
California
$6K – – –
RIA
1286
RPG Investment Advisory
California
$6K +$5.84K +50 New
AA
1287
Advisory Alpha
Michigan
$5.9K +$5.96K +51 New
PFSC
1288
Peoples Financial Services Corp
Pennsylvania
$5K – – –
WC
1289
Weil Company
California
$5K +$5.14K +44 New
UB
1290
UMB Bank
Missouri
$4.33K -$60.4K -517 -1%
AF
1291
Arrow Financial
New York
$4K -$5.02K -43 -56%
JGIA
1292
Jackson Grant Investment Advisers
Connecticut
$4K – – –
JAM
1293
JCIC Asset Management
Ontario, Canada
$4K – – –
JPLA
1294
Joseph P. Lucia & Associates
New York
$4K – – –
LFG
1295
LifePlan Financial Group
Ohio
$4K – – –
KFS
1296
Kelly Financial Services
Massachusetts
$3.91K +$3.97K +34 New
TAIM
1297
TD Ameritrade Investment Management
Nebraska
$3K -$584 -5 -15%
EWM
1298
Elmwood Wealth Management
California
$3K – – –
PWMG
1299
Prestige Wealth Management Group
New Jersey
$3K +$3.15K +27 New
GT
1300
Glenmede Trust
Pennsylvania
$2.9K +$165K +1,417 +6%
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