We are live on ! Find out more
WM icon

Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2001
Human Investing
Oregon
$220K +$3.45K +15 +2%
LA
2002
LVW Advisors
New York
$220K +$220K +956 New
BDF
2003
Black Diamond Financial
Maryland
$219K +$219K +955 New
JDLA
2004
J. Derek Lewis & Associates
California
$219K +$219K +951 New
WCM
2005
WealthBridge Capital Management
Ohio
$219K – – –
LK
2006
Lumbard & Kellner
New Hampshire
$218K – – –
EWM
2007
Elevatus Welath Management
New York
$218K -$17.7K -77 -8%
TPWA
2008
Twin Peaks Wealth Advisors
California
$217K +$217K +946 New
GSCM
2009
Greenfield Seitz Capital Management
Texas
$217K – – –
LBC
2010
Lowe Brockenbrough & Co
Virginia
$216K -$230 -1 -0.1%
BWP
2011
BSW Wealth Partners
Colorado
$214K +$214K +933 New
BFA
2012
Beacon Financial Advisory
Ohio
$214K +$213K +929 New
SIC
2013
Sigma Investment Counselors
Michigan
$213K – – –
EPW
2014
Endeavor Private Wealth
Kansas
$213K -$21.6K -94 -9%
TCP
2015
TMB Capital Partners
Arkansas
$213K – – –
FOA
2016
Five Oceans Advisors
California
$213K -$3.22K -14 -1%
EIA
2017
Eastover Investment Advisors
North Carolina
$213K +$213K +925 New
DWM
2018
Denver Wealth Management
Colorado
$212K – – –
PFM
2019
Phillips Financial Management
Indiana
$212K -$22.3K -97 -10%
MA
2020
Montag & Associates
Georgia
$211K -$20.4K -89 -9%
TP
2021
TritonPoint Partners
Maryland
$211K +$211K +920 New
DAC
2022
Dividend Assets Capital
South Carolina
$211K -$689 -3 -0.3%
CWM
2023
Castle Wealth Management
Florida
$211K – – –
LWIC
2024
Leith Wheeler Investment Counsel
British Columbia, Canada
$211K – – –
HBT
2025
Heartland Bank & Trust
Illinois
$211K +$211K +917 New
79 80
81
82 83