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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
2001
Pin Oak Investment Advisors
Texas
$76.2K +$225 +1 +0.3%
FFL
2002
Financial Freedom LLC
Ohio
$75.5K – – –
FC
2003
Fairscale Capital
New Hampshire
$75.1K – – –
IUHSA
2004
Itau Unibanco Holding S.A.
Brazil
$74.4K – – –
CCM
2005
Cloud Capital Management
Washington
$74K +$76.4K +339 New
MPW
2006
MASECO Private Wealth
$72.4K +$225 +1 +0.3%
SVWA
2007
Sarver Vrooman Wealth Advisors
Missouri
$72K – – –
CBT
2008
CoreFirst Bank & Trust
Kansas
$70.7K – – –
PWMA
2009
Pension & Wealth Management Advisors
Massachusetts
$69.4K -$5.41K -24 -7%
TIM
2010
Thompson Investment Management
Wisconsin
$69.3K +$3.15K +14 +5%
FWM
2011
FSA Wealth Management
Massachusetts
$66.5K +$1.13K +5 +2%
TIM
2012
Tortoise Investment Management
New York
$66K +$1.13K +5 +2%
BG
2013
Bollard Group
Massachusetts
$65K +$450 +2 +0.7%
W
2014
WealthCollab
Washington
$64K – – –
ETS
2015
ESL Trust Services
New York
$64K – – –
TCM
2016
TD Capital Management
Tennessee
$61.8K -$7.88K -35 -11%
RWM
2017
Raffa Wealth Management
District of Columbia
$61.2K -$18.9K -84 -23%
BWAM
2018
Boyd Watterson Asset Management
Ohio
$58.3K -$901 -4 -1%
RFS
2019
Richardson Financial Services
Massachusetts
$58.1K +$19.4K +86 +49%
TWD
2020
True Wealth Design
Ohio
$56.6K +$9.69K +43 +20%
GFA
2021
Gladwyn Financial Advisors
Virginia
$56K +$225 +1 +0.4%
HHGA
2022
Halbert Hargrove Global Advisors
California
$53.8K +$17.6K +78 +47%
WA
2023
WPG Advisers
Maryland
$53.7K +$6.98K +31 +15%
NAAA
2024
New Age Alpha Advisors
New York
$50.1K – – –
PMIM
2025
Prudent Man Investment Management
Colorado
$50K – – –
79 80
81
82 83