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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
1976
Country Trust Bank
Illinois
$45.4K – – –
MFT
1977
Moisand Fitzgerald Tamayo
Florida
$44.2K – – –
KSB
1978
Kennebec Savings Bank
Maine
$43.8K -$12K -56 -21%
DFA
1979
DHJJ Financial Advisors
Illinois
$42.6K – – –
TLCM
1980
Twin Lakes Capital Management
California
$40.8K – – –
CSWM
1981
Cassady Schiller Wealth Management
Ohio
$40.6K +$2.36K +11 +6%
DSC
1982
Duncker Streett & Co
Missouri
$40.4K – – –
PCTC
1983
Perkins Coie Trust Company
Washington
$40.4K – – –
ACM
1984
Adalta Capital Management
New York
$40.4K +$43K +200 New
PCWA
1985
Pacific Capital Wealth Advisors
California
$40.2K – – –
FW
1986
Fairway Wealth
Ohio
$39.8K +$19.8K +92 +88%
LAMC
1987
Longview Asset Management (California)
California
$38.9K +$41.5K +193 New
TCA
1988
Trifecta Capital Advisors
Illinois
$38.3K -$11.2K -52 -21%
PIS
1989
POM Investment Strategies
North Carolina
$38.1K +$40.6K +189 New
FA
1990
Fedenia Advisers
Wisconsin
$37.9K +$40.4K +188 New
CTWM
1991
Cherry Tree Wealth Management
Minnesota
$37.9K +$215 +1 +0.5%
CPG
1992
Cornerstone Planning Group
New Jersey
$37.8K +$2.36K +11 +7%
CIA
1993
Cape Investment Advisory
Georgia
$37.6K +$1.29K +6 +3%
W
1994
WealthCollab
Washington
$37.1K – – –
MSWM
1995
Mowery & Schoenfeld Wealth Management
Illinois
$36.7K +$10.7K +50 +38%
HIW
1996
Holos Integrated Wealth
Pennsylvania
$36.7K +$39.1K +182 New
SIS
1997
Strategic Investment Solutions
Illinois
$36.3K – – –
SO
1998
Sierra Ocean
California
$36K +$38.2K +178 New
FC
1999
Fairscale Capital
New Hampshire
$35.5K – – –
RFS
2000
Richardson Financial Services
Massachusetts
$35.2K +$14.8K +69 +66%
78 79
80
81 82