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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2001
Garde Capital
Washington
$123K +$464 +2 +0.4%
DWM
2002
Darwin Wealth Management
Florida
$123K +$928 +4 +0.8%
VWM
2003
Vermillion Wealth Management
Minnesota
$118K – – –
OCM
2004
Osterweis Capital Management
California
$117K +$87K +375 +274%
AT
2005
Avalon Trust
New Mexico
$114K – – –
KTC
2006
Kentucky Trust Company
Kentucky
$114K – – –
RAM
2007
Ramirez Asset Management
New York
$114K – – –
WTFG
2008
Wood Tarver Financial Group
Idaho
$114K – – –
C
2009
Covestor
United Kingdom
$112K -$30.4K -131 -21%
PMFA
2010
Plante Moran Financial Advisors
Michigan
$112K – – –
PP
2011
Pacifica Partners
Canada
$111K – – –
ECM
2012
Estabrook Capital Management
New York
$104K -$71.9K -310 -41%
CNBTD
2013
Citizens National Bank Trust Department
Mississippi
$103K – – –
KFI
2014
Key Financial Inc
Pennsylvania
$103K +$16.2K +70 +18%
AFG
2015
Albion Financial Group
Utah
$102K +$103K +444 New
AWM
2016
Abound Wealth Management
Tennessee
$101K +$232 +1 +0.2%
DI
2017
DAGCO Inc
Ohio
$99K +$98.1K +423 +4,230%
TCM
2018
TruNorth Capital Management
Michigan
$98.4K -$108K -467 -52%
ACM
2019
Adalta Capital Management
New York
$97.2K – – –
TSMHT
2020
Thurston Springer Miller Herd & Titak
Indiana
$97.2K +$41.8K +180 +74%
IAS
2021
IMA Advisory Services
Colorado
$97K +$3.71K +16 +4%
IWP
2022
IAG Wealth Partners
Wisconsin
$96.8K – – –
JGIA
2023
Jackson Grant Investment Advisers
Connecticut
$96.6K +$232 +1 +0.2%
PWA
2024
Physician Wealth Advisors
Utah
$96.3K +$7.66K +33 +9%
SN
2025
Sittner & Nelson
Oregon
$96.1K – – –
79 80
81
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