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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2001
Meridian Wealth Partners
Pennsylvania
$200K +$853 +4 +0.4%
SIM
2002
Sentry Investment Management
Wisconsin
$200K – – –
TFGT
2003
TS Financial Group (TSFG)
Illinois
$199K -$639 -3 -0.3%
GG
2004
Gleason Group
Kentucky
$198K +$853 +4 +0.4%
PK
2005
Pflug Koory
Nebraska
$194K -$42.6K -200 -18%
SAM
2006
Sherman Asset Management
California
$194K – – –
RFP
2007
Root Financial Partners
California
$192K +$31.8K +149 +21%
HNB
2008
Hilltop National Bank
Wyoming
$187K -$185K -867 -50%
FC
2009
Financial Consulate
Maryland
$179K +$426 +2 +0.2%
BWA
2010
Basecamp Wealth Advisors
Washington
$178K +$173K +811 New
HBT
2011
Hills Bank & Trust
Iowa
$177K +$853 +4 +0.5%
ADL
2012
Asset Dedication LLC
California
$176K – – –
CYG
2013
Clean Yield Group
Vermont
$176K – – –
RAM
2014
Ramirez Asset Management
New York
$176K +$63.9K +300 +60%
BGC
2015
Beutel, Goodman & Co
Ontario, Canada
$175K – – –
BC
2016
Barrett & Company
Rhode Island
$174K +$213 +1 +0.1%
DMBA
2017
Deseret Mutual Benefit Administrators
Utah
$170K – – –
BT
2018
Banque Transatlantique
France
$170K -$41.6K -195 -20%
VNA
2019
Valley National Advisers
Pennsylvania
$170K +$2.56K +12 +2%
MWPCG
2020
Measured Wealth Private Client Group
New Hampshire
$169K -$426 -2 -0.3%
GFL
2021
Granite FO LLC
New Hampshire
$169K – – –
AG
2022
AmeriFlex Group
Nevada
$169K -$142K -667 -47%
GKIM
2023
GW&K Investment Management
Massachusetts
$165K +$426 +2 +0.3%
CF
2024
Centaurus Financial
California
$165K +$1.28K +6 +0.8%
HFS
2025
Hughes Financial Services
Virginia
$157K +$37.1K +174 +32%
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