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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1326
D'Orazio & Associates
Virginia
$11K – – –
PG
1327
Proffitt & Goodson
Tennessee
$11K – – –
AAP
1328
Arax Advisory Partners
Colorado
$11K +$113 +1 +1%
TCM
1329
TD Capital Management
Tennessee
$9K – – –
LPWM
1330
Lake Point Wealth Management
Texas
$9K +$8.7K +77 New
EWA
1331
Evolution Wealth Advisors
Florida
$8K -$5.31K -47 -41%
BWL
1332
Bogart Wealth LLC
Virginia
$8K – – –
TFO
1333
Tarbox Family Office
California
$8K +$565 +5 +8%
SC
1334
Solstein Capital
California
$8K +$7.68K +68 New
TCWM
1335
Total Clarity Wealth Management
Illinois
$8K +$7.91K +70 New
BWM
1336
Baystate Wealth Management
Massachusetts
$7K – – –
PWMG
1337
Prestige Wealth Management Group
New Jersey
$7K +$3.73K +33 +122%
EWP
1338
Engrave Wealth Partners
Texas
$7K +$7.91K +70 New
RWG
1339
Regal Wealth Group
California
$6K – – –
RIA
1340
RPG Investment Advisory
California
$6K – – –
SQA
1341
Simon Quick Advisors
New Jersey
$6K +$6.1K +54 New
TJHA
1342
Thomas J. Herzfeld Advisors
Florida
$5K -$2.71K -24 -35%
HIM
1343
Hillsdale Investment Management
Ontario, Canada
$5K -$1.13K -10 -18%
PFSC
1344
Peoples Financial Services Corp
Pennsylvania
$5K – – –
BGIM
1345
Brandywine Global Investment Management
Pennsylvania
$4K -$14.3K -127 -78%
SIS
1346
Sound Income Strategies
Florida
$4K -$5.42K -48 -55%
AF
1347
Arrow Financial
New York
$4K – – –
JGIA
1348
Jackson Grant Investment Advisers
Connecticut
$4K – – –
JAM
1349
JCIC Asset Management
Ontario, Canada
$4K – – –
JPLA
1350
Joseph P. Lucia & Associates
New York
$4K – – –
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