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Waste Management

Name Holding Trade Value Shares
Change
Change in
Stake
CYG
1976
Clean Yield Group
Vermont
$172K – – –
CAIM
1977
Catherine Avery Investment Management
Florida
$172K – – –
CF
1978
Centaurus Financial
California
$170K -$1.16K -5 -0.7%
GKIM
1979
GW&K Investment Management
Massachusetts
$168K +$4.87K +21 +3%
CWM
1980
Centricity Wealth Management
Ohio
$162K – – –
FCT
1981
First Community Trust
Iowa
$160K – – –
CWP
1982
Concord Wealth Partners
Virginia
$160K – – –
FCAS
1983
First Command Advisory Services
Texas
$159K -$125K -537 -44%
HWM
1984
Hemington Wealth Management
Virginia
$154K -$1.86K -8 -1%
MWM
1985
Mascoma Wealth Management
New Hampshire
$151K – – –
SIS
1986
Strategic Investment Solutions
Illinois
$151K +$111K +478 +266%
EPIM
1987
Evelyn Partners Investment Management
$149K -$20.9K -90 -12%
MA
1988
Montag & Associates
Georgia
$140K – – –
TCM
1989
Tradewinds Capital Management
Washington
$139K – – –
BFP
1990
Briaud Financial Planning
Texas
$133K – – –
CNBT
1991
Cornerstone National Bank & Trust
Illinois
$132K – – –
SIS
1992
Sound Income Strategies
Florida
$131K -$2.32K -10 -2%
HNW
1993
High Note Wealth
Minnesota
$131K – – –
PPA
1994
Painted Porch Advisors
California
$130K -$56.4K -243 -30%
YDMI
1995
Y.D. More Investments
Israel
$130K +$132K +570 New
EIM
1996
Essex Investment Management
Massachusetts
$130K – – –
DWA
1997
Delos Wealth Advisors
Texas
$129K +$131K +565 New
IWM
1998
IMG Wealth Management
Florida
$127K +$3.48K +15 +3%
SL
1999
Salomon & Ludwin
Virginia
$126K – – –
EWP
2000
Elevation Wealth Partners
California
$125K – – –