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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
1976
Autumn Glory Partners
Texas
$230K +$5.05K +22 +2%
KF
1977
Kelsey Financial
California
$230K – – –
B
1978
Bensler
Washington
$230K +$4.37K +19 +2%
ABLA
1979
Alan B. Lancz & Associates
Ohio
$230K – – –
CNWM
1980
Clay Northam Wealth Management
California
$230K – – –
NC
1981
North Capital
Utah
$230K – – –
SCM
1982
Sterneck Capital Management
Missouri
$230K – – –
WFA
1983
Websterrogers Financial Advisors
South Carolina
$230K – – –
SLC
1984
Second Line Capital
Louisiana
$230K -$11K -48 -5%
AA
1985
ABC Arbitrage
France
$228K +$228K +993 New
AFW
1986
Avantra Family Wealth
Pennsylvania
$227K -$36.1K -157 -14%
NSAM
1987
North Star Asset Management
Wisconsin
$226K -$20.9K -91 -8%
NC
1988
nVerses Capital
Florida
$225K -$98.8K -430 -31%
BWM
1989
BCS Wealth Management
Tennessee
$225K -$224K -977 -50%
SIP
1990
Snowwater Investment Partners
Connecticut
$223K -$37K -161 -14%
HC
1991
Hamilton Capital
Ohio
$223K +$689 +3 +0.3%
RA
1992
Rise Advisors
New York
$222K -$21.6K -94 -9%
FWIA
1993
Fort Washington Investment Advisors
Ohio
$222K +$222K +965 New
SWP
1994
Summit Wealth Partners
Florida
$221K +$221K +962 New
OL
1995
one8zero8 LLC
North Carolina
$221K – – –
EAM
1996
Empirical Asset Management
Massachusetts
$220K -$919 -4 -0.4%
KFAS
1997
Keating Financial Advisory Services
Kansas
$220K -$10.6K -46 -5%
HI
1998
Human Investing
Oregon
$220K +$3.45K +15 +2%
LA
1999
LVW Advisors
New York
$220K +$220K +956 New
BDF
2000
Black Diamond Financial
Maryland
$219K +$219K +955 New
78 79
80
81 82