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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SO
2001
Sierra Ocean
California
$36K +$38.2K +178 New
FC
2002
Fairscale Capital
New Hampshire
$35.5K – – –
RFS
2003
Richardson Financial Services
Massachusetts
$35.2K +$14.8K +69 +66%
BBPWM
2004
Blue Bell Private Wealth Management
Pennsylvania
$35.1K +$2.15K +10 +6%
PA
2005
Pineridge Advisors
Missouri
$34.9K +$37.2K +173 New
SMAM
2006
Sugar Maple Asset Management
Wisconsin
$34.7K +$36.9K +172 New
RWM
2007
Raffa Wealth Management
District of Columbia
$34.1K -$1.07K -5 -3%
HHGA
2008
Halbert Hargrove Global Advisors
California
$33.5K +$35.7K +166 New
MFA
2009
McClarren Financial Advisors
Pennsylvania
$33K -$8.81K -41 -20%
TWD
2010
True Wealth Design
Ohio
$32.7K +$1.07K +5 +3%
SGC
2011
Slocum, Gordon & Co
Rhode Island
$32.7K – – –
CFS
2012
CGC Financial Services
Oregon
$32.3K – – –
CIAM
2013
Caitong International Asset Management
Hong Kong
$31.1K +$33.1K +154 New
AA
2014
Addison Advisors
Vermont
$30.3K -$6.23K -29 -16%
HCP
2015
Hexagon Capital Partners
Arkansas
$29.9K +$2.36K +11 +8%
GPI
2016
General Partner Inc
Pennsylvania
$29.3K +$31.1K +145 New
TSMHT
2017
Thurston Springer Miller Herd & Titak
Indiana
$29.3K – – –
FMP
2018
Financial Management Professionals
Texas
$29.1K – – –
T
2019
Transce3nd
Texas
$28.1K +$29.9K +139 New
GWSA
2020
Global Wealth Strategies & Associates
Colorado
$28K +$26.8K +125 +893%
OCM
2021
Osterweis Capital Management
California
$27.6K – – –
NRG
2022
Nemes Rush Group
Michigan
$26.8K +$6.66K +31 +30%
FFO
2023
Fortitude Family Office
Arizona
$26.2K – – –
AWM
2024
Activest Wealth Management
Florida
$25.2K +$430 +2 +2%
RF
2025
Roxbury Financial
New Jersey
$25K +$23.4K +109 New
79 80
81
82 83