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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
1501
Relative Value Partners Group
$326K +$318K +1,530 New
RWP
1502
Ridgecrest Wealth Partners
California
$325K – – –
MG
1503
Meritage Group
California
$325K +$317K +1,525 New
C
1504
Certuity
Florida
$325K +$75K +361 +31%
AHB
1505
Abner Herrman & Brock
New Jersey
$325K – – –
DOA
1506
D'Orazio & Associates
Virginia
$323K +$13.7K +66 +5%
MAWCM
1507
Mine & Arao Wealth Creation & Management
California
$322K +$237K +1,141 +311%
HA
1508
HC Advisors
Georgia
$320K – – –
LAS
1509
LWM Advisory Services
Florida
$320K – – –
VIA
1510
Virtus Investment Advisers
Connecticut
$317K +$124K +597 +67%
VWM
1511
Vigilare Wealth Management
Arizona
$316K +$208 +1 +0.1%
FLPIM
1512
F.L. Putnam Investment Management
Massachusetts
$316K -$298K -1,435 -49%
FNC
1513
First National Corp
Massachusetts
$316K – – –
GD
1514
Grandfield & Dodd
New York
$315K – – –
CWM
1515
Chesapeake Wealth Management
Virginia
$314K -$22.4K -108 -7%
MIS
1516
Morningstar Investment Services
Illinois
$314K +$54.9K +264 +22%
DA
1517
Drake & Associates
Wisconsin
$313K -$15.2K -73 -5%
BA
1518
Ballast Advisors
Minnesota
$313K -$45.3K -218 -13%
SIC
1519
Sigma Investment Counselors
Michigan
$312K – – –
GAG
1520
GM Advisory Group
New York
$312K +$304K +1,462 New
KFS
1521
Kurt F. Somerville
$311K – – –
OPPS
1522
Obsidian Personal Planning Solutions
Maryland
$309K – – –
PCS
1523
Personal CFO Solutions
New Jersey
$308K -$21.6K -104 -7%
BMCM
1524
Bryn Mawr Capital Management
Pennsylvania
$307K +$208 +1 +0.1%
CFS
1525
Coordinated Financial Services
Colorado
$307K +$416 +2 +0.1%
59 60
61
62 63