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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
JDLA
2001
J. Derek Lewis & Associates
California
$219K +$219K +951 New
WCM
2002
WealthBridge Capital Management
Ohio
$219K – – –
LK
2003
Lumbard & Kellner
New Hampshire
$218K – – –
EWM
2004
Elevatus Welath Management
New York
$218K -$17.7K -77 -8%
TPWA
2005
Twin Peaks Wealth Advisors
California
$217K +$217K +946 New
GSCM
2006
Greenfield Seitz Capital Management
Texas
$217K – – –
LBC
2007
Lowe Brockenbrough & Co
Virginia
$216K -$230 -1 -0.1%
BWP
2008
BSW Wealth Partners
Colorado
$214K +$214K +933 New
BFA
2009
Beacon Financial Advisory
Ohio
$214K +$213K +929 New
SIC
2010
Sigma Investment Counselors
Michigan
$213K – – –
EPW
2011
Endeavor Private Wealth
Kansas
$213K -$21.6K -94 -9%
TCP
2012
TMB Capital Partners
Arkansas
$213K – – –
FOA
2013
Five Oceans Advisors
California
$213K -$3.22K -14 -1%
EIA
2014
Eastover Investment Advisors
North Carolina
$213K +$213K +925 New
DWM
2015
Denver Wealth Management
Colorado
$212K – – –
PFM
2016
Phillips Financial Management
Indiana
$212K -$22.3K -97 -10%
MA
2017
Montag & Associates
Georgia
$211K -$20.4K -89 -9%
TP
2018
TritonPoint Partners
Maryland
$211K +$211K +920 New
DAC
2019
Dividend Assets Capital
South Carolina
$211K -$689 -3 -0.3%
CWM
2020
Castle Wealth Management
Florida
$211K – – –
LWIC
2021
Leith Wheeler Investment Counsel
British Columbia, Canada
$211K – – –
HBT
2022
Heartland Bank & Trust
Illinois
$211K +$211K +917 New
MWP
2023
Meridian Wealth Partners
Pennsylvania
$211K +$1.38K +6 +0.7%
MS
2024
Madden Securities
Texas
$210K – – –
FF
2025
Financial Futures
New Jersey
$210K -$1.38K -6 -0.7%
79 80
81
82 83