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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2001
CRA Financial Services
New Jersey
$201K -$69.9K -328 -26%
JHCP
2002
Jackson Hole Capital Partners
Oklahoma
$200K – – –
NRC
2003
New Republic Capital
North Carolina
$200K +$194K +912 New
MWP
2004
Meridian Wealth Partners
Pennsylvania
$200K +$853 +4 +0.4%
SIM
2005
Sentry Investment Management
Wisconsin
$200K – – –
BWM
2006
Bullock Wealth Management
Indiana
$199K +$30.7K +144 +19%
TFGT
2007
TS Financial Group (TSFG)
Illinois
$199K -$639 -3 -0.3%
GG
2008
Gleason Group
Kentucky
$198K +$853 +4 +0.4%
PK
2009
Pflug Koory
Nebraska
$194K -$42.6K -200 -18%
SAM
2010
Sherman Asset Management
California
$194K – – –
RFP
2011
Root Financial Partners
California
$192K +$31.8K +149 +21%
HNB
2012
Hilltop National Bank
Wyoming
$187K -$185K -867 -50%
FC
2013
Financial Consulate
Maryland
$179K +$426 +2 +0.2%
BWA
2014
Basecamp Wealth Advisors
Washington
$178K +$173K +811 New
HBT
2015
Hills Bank & Trust
Iowa
$177K +$853 +4 +0.5%
ADL
2016
Asset Dedication LLC
California
$176K – – –
CYG
2017
Clean Yield Group
Vermont
$176K – – –
RAM
2018
Ramirez Asset Management
New York
$176K +$63.9K +300 +60%
BGC
2019
Beutel, Goodman & Co
Ontario, Canada
$175K – – –
BC
2020
Barrett & Company
Rhode Island
$174K +$213 +1 +0.1%
DMBA
2021
Deseret Mutual Benefit Administrators
Utah
$170K – – –
BT
2022
Banque Transatlantique
France
$170K -$41.6K -195 -20%
VNA
2023
Valley National Advisers
Pennsylvania
$170K +$2.56K +12 +2%
MWPCG
2024
Measured Wealth Private Client Group
New Hampshire
$169K -$426 -2 -0.3%
GFL
2025
Granite FO LLC
New Hampshire
$169K – – –
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