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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CNWM
2001
Clay Northam Wealth Management
California
$223K – – –
NC
2002
North Capital
Utah
$223K – – –
SCM
2003
Sterneck Capital Management
Missouri
$223K – – –
WFA
2004
Websterrogers Financial Advisors
South Carolina
$223K – – –
WAG
2005
Wallace Advisory Group
California
$221K -$20.9K -94 -9%
SWP
2006
Summit Wealth Partners
Florida
$221K +$6.67K +30 +3%
SGI
2007
Summit Global Investments
Utah
$221K -$13.1K -59 -6%
FFA
2008
Florida Financial Advisors
Florida
$221K -$56.5K -254 -20%
CP
2009
Castleview Partners
Texas
$221K +$220K +991 New
KCM
2010
Kanawha Capital Management
Virginia
$220K -$9.56K -43 -4%
AFW
2011
Avantra Family Wealth
Pennsylvania
$220K – – –
FP
2012
Financial Perspectives
Minnesota
$220K -$192K -865 -47%
RFS
2013
Richardson Financial Services
Massachusetts
$220K +$94.1K +423 +75%
SCI
2014
Stableford Capital II
Arizona
$219K -$6.89K -31 -3%
RA
2015
Rise Advisors
New York
$219K +$4.45K +20 +2%
5NPW
2016
55 North Private Wealth
Florida
$218K +$218K +980 New
NSAM
2017
North Star Asset Management
Wisconsin
$218K -$1.11K -5 -0.5%
EAM
2018
Empirical Asset Management
Massachusetts
$216K +$2K +9 +0.9%
MAG
2019
Meadowbrook Advisors Group
New Jersey
$216K +$215K +968 New
VFG
2020
Victory Financial Group
Texas
$215K +$20.5K +92 +11%
OL
2021
one8zero8 LLC
North Carolina
$214K – – –
EWM
2022
Elevatus Welath Management
New York
$214K +$2.89K +13 +1%
MG
2023
Marex Group
$212K +$212K +952 New
WCM
2024
WealthBridge Capital Management
Ohio
$212K – – –
GSCM
2025
Greenfield Seitz Capital Management
Texas
$210K – – –
79 80
81
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