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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
2026
Hamilton Capital
Ohio
$203K -$13.3K -60 -6%
MCM
2027
Marathon Capital Management
Maryland
$203K – – –
SDH
2028
Sloy Dahl & Holst
Washington
$203K – – –
SMBT
2029
Southern Michigan Bank & Trust
Michigan
$203K – – –
GG
2030
Gleason Group
Kentucky
$203K -$61.6K -277 -23%
KFAS
2031
Keating Financial Advisory Services
Kansas
$202K -$11.1K -50 -5%
BDF
2032
Black Diamond Financial
Maryland
$202K -$10.5K -47 -5%
SLC
2033
Second Line Capital
Louisiana
$202K -$18.5K -83 -8%
SCFS
2034
Stewardship Concepts Financial Services
Washington
$202K +$201K +904 New
UAML
2035
US Asset Management LLC
Pennsylvania
$201K – – –
GWM
2036
GSB Wealth Management
Connecticut
$201K -$2K -9 -1%
SWASL
2037
Spartan Wealth Advisory Services LLC
Michigan
$201K -$38.7K -174 -16%
BWM
2038
Biltmore Wealth Management
Arizona
$201K – – –
DFA
2039
Delta Financial Advisors
Louisiana
$201K – – –
PK
2040
Pflug Koory
Nebraska
$197K – – –
MHR
2041
Matthew Hamilton Rosenberg
$195K +$2.67K +12 +1%
TFGT
2042
TS Financial Group (TSFG)
Illinois
$191K -$11.3K -51 -6%
PG
2043
Proffitt & Goodson
Tennessee
$190K +$7.56K +34 +4%
FC
2044
Financial Consulate
Maryland
$183K +$222 +1 +0.1%
BWA
2045
Basecamp Wealth Advisors
Washington
$181K – – –
HBT
2046
Hills Bank & Trust
Iowa
$179K – – –
AG
2047
AmeriFlex Group
Nevada
$178K +$6.89K +31 +4%
BGC
2048
Beutel, Goodman & Co
Ontario, Canada
$178K – – –
VWM
2049
Vermillion Wealth Management
Minnesota
$177K -$5.78K -26 -3%
VNA
2050
Valley National Advisers
Pennsylvania
$174K -$2.22K -10 -1%
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