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Waste Management

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1501
Sterling Financial Planning
New Jersey
$15K – – –
BWL
1502
Bogart Wealth LLC
Virginia
$15K +$4.49K +30 +42%
CG
1503
Cutler Group
California
$14K – – –
PG
1504
Proffitt & Goodson
Tennessee
$14K – – –
FMP
1505
Financial Management Professionals
Texas
$13K – – –
Capstone Investment Advisors
1506
Capstone Investment Advisors
New York
$12K -$173K -1,158 -94%
EWM
1507
Evermay Wealth Management
Virginia
$12K -$29.9K -200 -71%
BMD
1508
Better Money Decisions
New Mexico
$12K – – –
LPWM
1509
Lake Point Wealth Management
Texas
$12K – – –
TIM
1510
Tortoise Investment Management
New York
$12K – – –
KIG
1511
Kessler Investment Group
Indiana
$11K – – –
ACA
1512
Atlas Capital Advisors
Wyoming
$8.21K – – –
Bank Julius Baer & Co
1513
Bank Julius Baer & Co
Switzerland
$8K -$70.3K -470 -90%
CDIA
1514
Capital Directions Investment Advisors
Georgia
$8K – – –
EWA
1515
Evolution Wealth Advisors
Florida
$8K – – –
SOW
1516
State of Wyoming
Wyoming
$7K -$88K -588 -93%
RIM
1517
Rockbridge Investment Management
New York
$7K -$7.78K -52 -53%
COCM
1518
Charter Oak Capital Management
New Hampshire
$7K – – –
IHWM
1519
Iron Horse Wealth Management
Iowa
$7K – – –
PFSC
1520
Peoples Financial Services Corp
Pennsylvania
$7K – – –
PCFFS
1521
Pacific Center for Financial Services
California
$7K +$150 +1 +2%
LWP
1522
Laurel Wealth Planning
Minnesota
$7K +$7.48K +50 New
BAM
1523
Baldrige Asset Management
Pennsylvania
$6K -$6.14K -41 -50%
JGIA
1524
Jackson Grant Investment Advisers
Connecticut
$6K – – –
LB
1525
Legacy Bridge
Iowa
$6K +$5.99K +40 New