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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2001
Vermillion Wealth Management
Minnesota
$118K – – –
OCM
2002
Osterweis Capital Management
California
$117K +$87K +375 +274%
AT
2003
Avalon Trust
New Mexico
$114K – – –
KTC
2004
Kentucky Trust Company
Kentucky
$114K – – –
RAM
2005
Ramirez Asset Management
New York
$114K – – –
WTFG
2006
Wood Tarver Financial Group
Idaho
$114K – – –
C
2007
Covestor
United Kingdom
$112K -$30.4K -131 -21%
PMFA
2008
Plante Moran Financial Advisors
Michigan
$112K – – –
PP
2009
Pacifica Partners
Canada
$111K – – –
ECM
2010
Estabrook Capital Management
New York
$104K -$71.9K -310 -41%
CNBTD
2011
Citizens National Bank Trust Department
Mississippi
$103K – – –
KFI
2012
Key Financial Inc
Pennsylvania
$103K +$16.2K +70 +18%
AFG
2013
Albion Financial Group
Utah
$102K +$103K +444 New
AWM
2014
Abound Wealth Management
Tennessee
$101K +$232 +1 +0.2%
DI
2015
DAGCO Inc
Ohio
$99K +$98.1K +423 +4,230%
TCM
2016
TruNorth Capital Management
Michigan
$98.4K -$108K -467 -52%
ACM
2017
Adalta Capital Management
New York
$97.2K – – –
TSMHT
2018
Thurston Springer Miller Herd & Titak
Indiana
$97.2K +$41.8K +180 +74%
IAS
2019
IMA Advisory Services
Colorado
$97K +$3.71K +16 +4%
IWP
2020
IAG Wealth Partners
Wisconsin
$96.8K – – –
JGIA
2021
Jackson Grant Investment Advisers
Connecticut
$96.6K +$232 +1 +0.2%
PWA
2022
Physician Wealth Advisors
Utah
$96.3K +$7.66K +33 +9%
SN
2023
Sittner & Nelson
Oregon
$96.1K – – –
CB
2024
CNB Bank
Pennsylvania
$95.9K – – –
IRC
2025
Investors Research Corp
Georgia
$91.5K – – –
79 80
81
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