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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
2026
Jackson Hole Capital Partners
Oklahoma
$210K – – –
GA
2027
Goldstein Advisors
Wisconsin
$209K +$209K +910 New
GWM
2028
GSB Wealth Management
Connecticut
$209K +$209K +910 New
MCM
2029
Marathon Capital Management
Maryland
$209K +$209K +910 New
SDH
2030
Sloy Dahl & Holst
Washington
$209K +$209K +910 New
SMBT
2031
Southern Michigan Bank & Trust
Michigan
$209K +$209K +910 New
ICP
2032
Interchange Capital Partners
Pennsylvania
$209K -$136K -594 -40%
SIA
2033
Schear Investment Advisers
Ohio
$208K +$208K +907 New
MCWA
2034
Meadow Creek Wealth Advisors
Georgia
$208K +$208K +906 New
TFGT
2035
TS Financial Group (TSFG)
Illinois
$208K +$460 +2 +0.2%
TWM
2036
Topsail Wealth Management
North Carolina
$208K +$208K +904 New
UAML
2037
US Asset Management LLC
Pennsylvania
$208K +$208K +904 New
XWL
2038
XXI Wealth LLC
Illinois
$207K +$207K +902 New
BWM
2039
Biltmore Wealth Management
Arizona
$207K +$207K +900 New
DFA
2040
Delta Financial Advisors
Louisiana
$207K +$207K +900 New
SCG
2041
Sonata Capital Group
Washington
$207K +$207K +900 New
BC
2042
Barrett & Company
Rhode Island
$206K +$23.2K +101 +13%
VPP
2043
Vertex Planning Partners
Illinois
$205K +$205K +893 New
SFG
2044
Sovereign Financial Group
Connecticut
$205K -$14.5K -63 -7%
LCM
2045
Lazari Capital Management
California
$205K +$204K +890 New
RIA
2046
Realta Investment Advisors
Delaware
$204K +$204K +887 New
BWMG
2047
Barnes Wealth Management Group
California
$203K +$203K +885 New
PK
2048
Pflug Koory
Nebraska
$203K – – –
SAM
2049
Sherman Asset Management
California
$203K – – –
FWM
2050
Fingerlakes Wealth Management
New York
$203K -$24.6K -107 -11%
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