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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
1426
Lebenthal Global Advisors
New York
$8K +$8.16K +70 New
BWM
1427
Baystate Wealth Management
Massachusetts
$7K – – –
SWA
1428
SOA Wealth Advisors
New York
$7K +$7.93K +68 New
CHA
1429
Carmichael Hill & Associates
Maryland
$6K – – –
EWA
1430
Evolution Wealth Advisors
Florida
$6K – – –
RWG
1431
Regal Wealth Group
California
$6K – – –
RIA
1432
RPG Investment Advisory
California
$6K – – –
COCM
1433
Charter Oak Capital Management
New Hampshire
$6K +$5.71K +49 New
IHWM
1434
Iron Horse Wealth Management
Iowa
$6K +$5.83K +50 New
JWA
1435
JFS Wealth Advisors
Pennsylvania
$6K +$6.18K +53 New
PFSC
1436
Peoples Financial Services Corp
Pennsylvania
$5K – – –
KCM
1437
Kathmere Capital Management
Pennsylvania
$5K +$5.36K +46 New
FMP
1438
Financial Management Professionals
Texas
$4K – – –
JGIA
1439
Jackson Grant Investment Advisers
Connecticut
$4K – – –
UFF
1440
USA Financial Formulas
Michigan
$4K +$117 +1 +3%
JPLA
1441
Joseph P. Lucia & Associates
New York
$4K +$3.62K +31 New
SIAG
1442
Safeguard Investment Advisory Group
California
$4K +$4.08K +35 New
TAIM
1443
TD Ameritrade Investment Management
Nebraska
$3K -$583 -5 -15%
CWM
1444
Cranbrook Wealth Management
Michigan
$3K – – –
PCFFS
1445
Pacific Center for Financial Services
California
$3K +$1.98K +17 +189%
PS
1446
Planned Solutions
California
$3K +$2.92K +25 New
PA
1447
Perennial Advisors
New York
$3K +$3.03K +26 New
CAM
1448
ClariVest Asset Management
California
$2K – – –
GC
1449
Globeflex Capital
California
$2K – – –
SIS
1450
Sound Income Strategies
Florida
$2K – – –
56 57
58
59 60