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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1501
L2 Asset Management
Massachusetts
$327K +$26.4K +127 +9%
LSPW
1502
Lake Street Private Wealth
Illinois
$326K +$62.4K +300 +24%
RVPG
1503
Relative Value Partners Group
$326K +$318K +1,530 New
RWP
1504
Ridgecrest Wealth Partners
California
$325K – – –
MG
1505
Meritage Group
California
$325K +$317K +1,525 New
C
1506
Certuity
Florida
$325K +$75K +361 +31%
AHB
1507
Abner Herrman & Brock
New Jersey
$325K – – –
DOA
1508
D'Orazio & Associates
Virginia
$323K +$13.7K +66 +5%
MAWCM
1509
Mine & Arao Wealth Creation & Management
California
$322K +$237K +1,141 +311%
HA
1510
HC Advisors
Georgia
$320K – – –
LAS
1511
LWM Advisory Services
Florida
$320K – – –
VIA
1512
Virtus Investment Advisers
Connecticut
$317K +$124K +597 +67%
VWM
1513
Vigilare Wealth Management
Arizona
$316K +$208 +1 +0.1%
FLPIM
1514
F.L. Putnam Investment Management
Massachusetts
$316K -$298K -1,435 -49%
FNC
1515
First National Corp
Massachusetts
$316K – – –
GD
1516
Grandfield & Dodd
New York
$315K – – –
CWM
1517
Chesapeake Wealth Management
Virginia
$314K -$22.4K -108 -7%
MIS
1518
Morningstar Investment Services
Illinois
$314K +$54.9K +264 +22%
DA
1519
Drake & Associates
Wisconsin
$313K -$15.2K -73 -5%
BTWM
1520
Brass Tax Wealth Management
Ohio
$313K +$305K +1,469 New
BA
1521
Ballast Advisors
Minnesota
$313K -$45.3K -218 -13%
SIC
1522
Sigma Investment Counselors
Michigan
$312K – – –
GAG
1523
GM Advisory Group
New York
$312K +$304K +1,462 New
KFS
1524
Kurt F. Somerville
$311K – – –
OPPS
1525
Obsidian Personal Planning Solutions
Maryland
$309K – – –
59 60
61
62 63