We are live on ! Find out more
WM icon

Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
2001
Old Point Trust & Financial Services N A
Virginia
$76.6K – – –
BAM
2002
Byrne Asset Management
New Jersey
$76.4K -$1.13K -5 -1%
POIA
2003
Pin Oak Investment Advisors
Texas
$76.2K +$225 +1 +0.3%
FFL
2004
Financial Freedom LLC
Ohio
$75.5K – – –
FC
2005
Fairscale Capital
New Hampshire
$75.1K – – –
IUHSA
2006
Itau Unibanco Holding S.A.
Brazil
$74.4K – – –
CCM
2007
Cloud Capital Management
Washington
$74K +$76.4K +339 New
MPW
2008
MASECO Private Wealth
$72.4K +$225 +1 +0.3%
SVWA
2009
Sarver Vrooman Wealth Advisors
Missouri
$72K – – –
CBT
2010
CoreFirst Bank & Trust
Kansas
$70.7K – – –
PWMA
2011
Pension & Wealth Management Advisors
Massachusetts
$69.4K -$5.41K -24 -7%
TIM
2012
Thompson Investment Management
Wisconsin
$69.3K +$3.15K +14 +5%
FWM
2013
FSA Wealth Management
Massachusetts
$66.5K +$1.13K +5 +2%
TIM
2014
Tortoise Investment Management
New York
$66K +$1.13K +5 +2%
BG
2015
Bollard Group
Massachusetts
$65K +$450 +2 +0.7%
W
2016
WealthCollab
Washington
$64K – – –
ETS
2017
ESL Trust Services
New York
$64K – – –
TCM
2018
TD Capital Management
Tennessee
$61.8K -$7.88K -35 -11%
RWM
2019
Raffa Wealth Management
District of Columbia
$61.2K -$18.9K -84 -23%
BWAM
2020
Boyd Watterson Asset Management
Ohio
$58.3K -$901 -4 -1%
RFS
2021
Richardson Financial Services
Massachusetts
$58.1K +$19.4K +86 +49%
TWD
2022
True Wealth Design
Ohio
$56.6K +$9.69K +43 +20%
GFA
2023
Gladwyn Financial Advisors
Virginia
$56K +$225 +1 +0.4%
HHGA
2024
Halbert Hargrove Global Advisors
California
$53.8K +$17.6K +78 +47%
WA
2025
WPG Advisers
Maryland
$53.7K +$6.98K +31 +15%
79 80
81
82 83