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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2001
Blue Bell Private Wealth Management
Pennsylvania
$35.1K +$2.15K +10 +6%
PA
2002
Pineridge Advisors
Missouri
$34.9K +$37.2K +173 New
SMAM
2003
Sugar Maple Asset Management
Wisconsin
$34.7K +$36.9K +172 New
RWM
2004
Raffa Wealth Management
District of Columbia
$34.1K -$1.07K -5 -3%
HHGA
2005
Halbert Hargrove Global Advisors
California
$33.5K +$35.7K +166 New
MFA
2006
McClarren Financial Advisors
Pennsylvania
$33K -$8.81K -41 -20%
TWD
2007
True Wealth Design
Ohio
$32.7K +$1.07K +5 +3%
SGC
2008
Slocum, Gordon & Co
Rhode Island
$32.7K – – –
CFS
2009
CGC Financial Services
Oregon
$32.3K – – –
CIAM
2010
Caitong International Asset Management
Hong Kong
$31.1K +$33.1K +154 New
AA
2011
Addison Advisors
Vermont
$30.3K -$6.23K -29 -16%
HCP
2012
Hexagon Capital Partners
Arkansas
$29.9K +$2.36K +11 +8%
GPI
2013
General Partner Inc
Pennsylvania
$29.3K +$31.1K +145 New
TSMHT
2014
Thurston Springer Miller Herd & Titak
Indiana
$29.3K – – –
FMP
2015
Financial Management Professionals
Texas
$29.1K – – –
T
2016
Transce3nd
Texas
$28.1K +$29.9K +139 New
GWSA
2017
Global Wealth Strategies & Associates
Colorado
$28K +$26.8K +125 +893%
OCM
2018
Osterweis Capital Management
California
$27.6K – – –
NRG
2019
Nemes Rush Group
Michigan
$26.8K +$6.66K +31 +30%
FFO
2020
Fortitude Family Office
Arizona
$26.2K – – –
AWM
2021
Activest Wealth Management
Florida
$25.2K +$430 +2 +2%
RF
2022
Roxbury Financial
New Jersey
$25K +$23.4K +109 New
LI
2023
Louisbourg Investments
New Brunswick, Canada
$24.8K – – –
LWA
2024
Lowe Wealth Advisors
Maryland
$24.6K +$4.3K +20 +20%
YP
2025
YANKCOM Partnership
South Dakota
$24.2K +$25.8K +120 New
79 80
81
82 83