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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
LK
1976
Lumbard & Kellner
New Hampshire
$209K – – –
GSCM
1977
Greenfield Seitz Capital Management
Texas
$207K – – –
HI
1978
Human Investing
Oregon
$207K -$11.7K -55 -6%
LBC
1979
Lowe Brockenbrough & Co
Virginia
$207K -$17.7K -83 -8%
FOA
1980
Five Oceans Advisors
California
$206K -$639 -3 -0.3%
KIM
1981
Kestra Investment Management
Texas
$206K +$199K +936 New
PIP
1982
Peachtree Investment Partners
Florida
$205K -$406K -1,903 -67%
KCP
1983
Kera Capital Partners
California
$204K +$196K +918 New
SIC
1984
Sigma Investment Counselors
Michigan
$204K – – –
TAM
1985
TCP Asset Management
Ohio
$204K +$198K +927 New
TCP
1986
TMB Capital Partners
Arkansas
$204K +$198K +927 New
CIM
1987
Capital Investment Management
Missouri
$203K +$197K +926 New
JJBC
1988
James J. Burns & Company
New York
$203K – – –
TPWA
1989
TRUE Private Wealth Advisors
Oregon
$203K +$197K +924 New
UWM
1990
USAdvisors Wealth Management
Minnesota
$203K +$4.05K +19 +2%
DWM
1991
Denver Wealth Management
Colorado
$203K +$213 +1 +0.1%
DAC
1992
Dividend Assets Capital
South Carolina
$203K -$60.1K -282 -23%
FF
1993
Financial Futures
New Jersey
$202K -$49K -230 -20%
MHR
1994
Matthew Hamilton Rosenberg
$202K +$14.7K +69 +8%
CWM
1995
Castle Wealth Management
Florida
$202K – – –
LWIC
1996
Leith Wheeler Investment Counsel
British Columbia, Canada
$201K +$195K +917 New
MS
1997
Madden Securities
Texas
$201K – – –
CFS
1998
CRA Financial Services
New Jersey
$201K -$69.9K -328 -26%
JHCP
1999
Jackson Hole Capital Partners
Oklahoma
$200K – – –
NRC
2000
New Republic Capital
North Carolina
$200K +$194K +912 New
78 79
80
81 82