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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1401
Clean Yield Group
Vermont
$64K +$63.2K +457 New
PCG
1402
Private Capital Group
Connecticut
$61K -$4.29K -31 -7%
SN
1403
Sittner & Nelson
Oregon
$58K – – –
TFM
1404
TFC Financial Management
Massachusetts
$57K – – –
LWM
1405
Liberty Wealth Management
California
$57K +$553 +4 +1%
WBC
1406
West Branch Capital
Massachusetts
$57K +$56.7K +410 New
CIA
1407
Cascade Investment Advisors
Oregon
$56K – – –
LC
1408
Lindbrook Capital
California
$55K – – –
SL
1409
Savior LLC
Massachusetts
$55K +$138 +1 +0.3%
M
1410
MOTCO
Texas
$55K +$38K +275 +239%
AWM
1411
Avior Wealth Management
Nebraska
$54K +$4.84K +35 +10%
KFI
1412
Key Financial Inc
Pennsylvania
$53K – – –
TC
1413
Trust Company
Kansas
$53K – – –
CAGAS
1414
Capital Advisory Group Advisory Services
Minnesota
$52K – – –
NFSG
1415
Newbridge Financial Services Group
Florida
$52K – – –
ADL
1416
Asset Dedication LLC
California
$51K – – –
BEI
1417
Benjamin Edwards Inc
Missouri
$50K +$2.07K +15 +4%
HWMA
1418
Heritage Wealth Management (Arizona)
Arizona
$49K +$48.4K +350 New
TLFA
1419
True Link Financial Advisors
California
$48K +$4.29K +31 +10%
HFS
1420
HBC Financial Services
Washington
$48K +$108K +779 +243%
TFIPS
1421
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.1K – – –
WQ
1422
Wealth Quarterback
New Jersey
$46K +$44.5K +322 New
POIA
1423
Pin Oak Investment Advisors
Texas
$45K – – –
SNT
1424
Security National Trust
West Virginia
$45K +$3.18K +23 +8%
CB
1425
CNB Bank
Pennsylvania
$43K – – –
55 56
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