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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
2001
Jackson Grant Investment Advisers
Connecticut
$97.5K – – –
SN
2002
Sittner & Nelson
Oregon
$97.3K – – –
CB
2003
CNB Bank
Pennsylvania
$97K – – –
IUHSA
2004
Itau Unibanco Holding S.A.
Brazil
$97K -$221 -1 -0.2%
FAM
2005
Flaharty Asset Management
Florida
$94.9K +$90.8K +410 New
IAS
2006
IMA Advisory Services
Colorado
$94.5K +$90.4K +408 New
IRC
2007
Investors Research Corp
Georgia
$92.6K -$12K -54 -12%
PW
2008
Pandora Wealth
Illinois
$92.6K +$88.6K +400 New
CMA
2009
Cedar Mountain Advisors
Oregon
$90.7K +$443 +2 +0.5%
PWA
2010
Physician Wealth Advisors
Utah
$89.8K +$26.1K +118 +44%
MWA
2011
Medallion Wealth Advisors
Connecticut
$89.7K – – –
BWAM
2012
Boyd Watterson Asset Management
Ohio
$88.9K -$24.1K -109 -22%
KFI
2013
Key Financial Inc
Pennsylvania
$88K -$27.2K -123 -24%
CA
2014
Centerpoint Advisors
Massachusetts
$86K – – –
AWM
2015
Activest Wealth Management
Florida
$84.4K +$52.9K +239 +191%
CM
2016
Capula Management
Cayman Islands
$84K -$285K -1,287 -78%
MCA
2017
Midwest Capital Advisors
Michigan
$84K – – –
VWA
2018
Valued Wealth Advisors
Utah
$82K -$2.44K -11 -3%
HFS
2019
Hughes Financial Services
Virginia
$81.5K +$77.1K +348 New
BAM
2020
Byrne Asset Management
New Jersey
$81.3K – – –
OPTFSNA
2021
Old Point Trust & Financial Services N A
Virginia
$80.3K – – –
FFL
2022
Financial Freedom LLC
Ohio
$79K – – –
POIA
2023
Pin Oak Investment Advisors
Texas
$79K – – –
OWA
2024
Opal Wealth Advisors
New York
$78.9K +$75.5K +341 New
SVWA
2025
Sarver Vrooman Wealth Advisors
Missouri
$75.5K +$72.2K +326 New
79 80
81
82 83