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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1976
Abound Wealth Management
Tennessee
$48.6K -$9.02K -42 -15%
SWA
1977
SOA Wealth Advisors
New York
$46.4K +$5.37K +25 +12%
SIC
1978
SJS Investment Consulting
Ohio
$46.2K -$1.07K -5 -2%
CTB
1979
Country Trust Bank
Illinois
$45.4K – – –
MFT
1980
Moisand Fitzgerald Tamayo
Florida
$44.2K – – –
KSB
1981
Kennebec Savings Bank
Maine
$43.8K -$12K -56 -21%
DFA
1982
DHJJ Financial Advisors
Illinois
$42.6K – – –
TLCM
1983
Twin Lakes Capital Management
California
$40.8K – – –
CSWM
1984
Cassady Schiller Wealth Management
Ohio
$40.6K +$2.36K +11 +6%
DSC
1985
Duncker Streett & Co
Missouri
$40.4K – – –
PCTC
1986
Perkins Coie Trust Company
Washington
$40.4K – – –
ACM
1987
Adalta Capital Management
New York
$40.4K +$43K +200 New
PCWA
1988
Pacific Capital Wealth Advisors
California
$40.2K – – –
FW
1989
Fairway Wealth
Ohio
$39.8K +$19.8K +92 +88%
LAMC
1990
Longview Asset Management (California)
California
$38.9K +$41.5K +193 New
TCA
1991
Trifecta Capital Advisors
Illinois
$38.3K -$11.2K -52 -21%
PIS
1992
POM Investment Strategies
North Carolina
$38.1K +$40.6K +189 New
FA
1993
Fedenia Advisers
Wisconsin
$37.9K +$40.4K +188 New
CTWM
1994
Cherry Tree Wealth Management
Minnesota
$37.9K +$215 +1 +0.5%
CPG
1995
Cornerstone Planning Group
New Jersey
$37.8K +$2.36K +11 +7%
CIA
1996
Cape Investment Advisory
Georgia
$37.6K +$1.29K +6 +3%
W
1997
WealthCollab
Washington
$37.1K – – –
MSWM
1998
Mowery & Schoenfeld Wealth Management
Illinois
$36.7K +$10.7K +50 +38%
HIW
1999
Holos Integrated Wealth
Pennsylvania
$36.7K +$39.1K +182 New
SIS
2000
Strategic Investment Solutions
Illinois
$36.3K – – –
78 79
80
81 82