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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
1451
Better Money Decisions
New Mexico
$10K +$9K +77 New
BWL
1452
Bogart Wealth LLC
Virginia
$9K – – –
BSG
1453
Black Swift Group
Colorado
$9K +$7.83K +67 New
TCWM
1454
Total Clarity Wealth Management
Illinois
$9K +$8.18K +70 New
BWM
1455
Baystate Wealth Management
Massachusetts
$8K – – –
SWA
1456
SOA Wealth Advisors
New York
$8K – – –
PWM
1457
Prentice Wealth Management
New York
$8K +$7.01K +60 New
RA
1458
Resolute Advisors
California
$8K +$10.1K +86 New
JWA
1459
JFS Wealth Advisors
Pennsylvania
$7K – – –
RWG
1460
Regal Wealth Group
California
$7K +$117 +1 +2%
SWG
1461
Summit Wealth Group
Vermont
$7K +$6.43K +55 New
SIS
1462
Sound Income Strategies
Florida
$6.58K +$4.09K +35 +219%
ACA
1463
Atlas Capital Advisors
Wyoming
$6.45K +$5.84K +50 New
COCM
1464
Charter Oak Capital Management
New Hampshire
$6K – – –
IHWM
1465
Iron Horse Wealth Management
Iowa
$6K – – –
PFSC
1466
Peoples Financial Services Corp
Pennsylvania
$6K – – –
RIA
1467
RPG Investment Advisory
California
$6K – – –
FMP
1468
Financial Management Professionals
Texas
$5K – – –
JGIA
1469
Jackson Grant Investment Advisers
Connecticut
$5K – – –
UFF
1470
USA Financial Formulas
Michigan
$5K +$234 +2 +6%
PCFFS
1471
Pacific Center for Financial Services
California
$5K +$1.87K +16 +62%
JPLA
1472
Joseph P. Lucia & Associates
New York
$4K – – –
SFO
1473
Standard Family Office
South Dakota
$4K +$1.05K +9 +47%
EWM
1474
Elmwood Wealth Management
California
$4K +$3.51K +30 New
CAM
1475
ClariVest Asset Management
California
$3K – – –
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