We are live on ! Find out more
WM icon

Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
2001
Itau Unibanco Holding S.A.
Brazil
$97K -$221 -1 -0.2%
FAM
2002
Flaharty Asset Management
Florida
$94.9K +$90.8K +410 New
IAS
2003
IMA Advisory Services
Colorado
$94.5K +$90.4K +408 New
IRC
2004
Investors Research Corp
Georgia
$92.6K -$12K -54 -12%
PW
2005
Pandora Wealth
Illinois
$92.6K +$88.6K +400 New
CMA
2006
Cedar Mountain Advisors
Oregon
$90.7K +$443 +2 +0.5%
PWA
2007
Physician Wealth Advisors
Utah
$89.8K +$26.1K +118 +44%
MWA
2008
Medallion Wealth Advisors
Connecticut
$89.7K – – –
BWAM
2009
Boyd Watterson Asset Management
Ohio
$88.9K -$24.1K -109 -22%
KFI
2010
Key Financial Inc
Pennsylvania
$88K -$27.2K -123 -24%
CA
2011
Centerpoint Advisors
Massachusetts
$86K – – –
AWM
2012
Activest Wealth Management
Florida
$84.4K +$52.9K +239 +191%
CM
2013
Capula Management
Cayman Islands
$84K -$285K -1,287 -78%
MCA
2014
Midwest Capital Advisors
Michigan
$84K – – –
VWA
2015
Valued Wealth Advisors
Utah
$82K -$2.44K -11 -3%
HFS
2016
Hughes Financial Services
Virginia
$81.5K +$77.1K +348 New
BAM
2017
Byrne Asset Management
New Jersey
$81.3K – – –
OPTFSNA
2018
Old Point Trust & Financial Services N A
Virginia
$80.3K – – –
FFL
2019
Financial Freedom LLC
Ohio
$79K – – –
POIA
2020
Pin Oak Investment Advisors
Texas
$79K – – –
OWA
2021
Opal Wealth Advisors
New York
$78.9K +$75.5K +341 New
SVWA
2022
Sarver Vrooman Wealth Advisors
Missouri
$75.5K +$72.2K +326 New
TVWM
2023
Tower View Wealth Management
Wisconsin
$73.8K -$5.32K -24 -7%
ETS
2024
ESL Trust Services
New York
$70.4K – – –
CCM
2025
Cloud Capital Management
Washington
$70K +$68.4K +309 New
79 80
81
82 83