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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1951
Proficio Capital Partners
Massachusetts
$241K +$39K +428 +19%
CFP
1952
Cornerstone Financial Partners
North Carolina
$241K +$240K +2,639 New
WAS
1953
Winch Advisory Services
Wisconsin
$239K +$1.73K +19 +0.7%
NCM
1954
Novare Capital Management
North Carolina
$239K +$10.3K +113 +4%
FHB
1955
First Hawaiian Bank
Hawaii
$238K +$4.55K +50 +2%
CCM
1956
Canal Capital Management
Virginia
$237K -$116K -1,273 -33%
AIA
1957
AIMZ Investment Advisors
California
$237K – – –
LD
1958
Lipe & Dalton
New York
$237K – – –
SIM
1959
Sterling Investment Management
Arizona
$237K – – –
TWMP
1960
Taylor Wealth Management Partners
Massachusetts
$237K – – –
LIM
1961
Loudon Investment Management
New Hampshire
$236K -$1K -11 -0.4%
GAAM
1962
Guinness Atkinson Asset Management
California
$236K – – –
TCM
1963
Traynor Capital Management
Pennsylvania
$236K +$273 +3 +0.1%
KTA
1964
Keeley-Teton Advisors
Illinois
$234K -$157K -1,720 -40%
GCAC
1965
Guardian Capital Advisors (Canada)
Ontario, Canada
$234K +$16.3K +179 +7%
FHC
1966
Forest Hill Capital
Arkansas
$233K – – –
BCP
1967
Berkeley Capital Partners
Georgia
$232K -$327K -3,596 -58%
AAS
1968
Annex Advisory Services
Wisconsin
$230K +$7.74K +85 +3%
ACM
1969
AUA Capital Management
Pennsylvania
$229K – – –
NCM
1970
New Capital Management
Texas
$228K – – –
KA
1971
Klingman & Associates
New York
$228K +$5.46K +60 +2%
CFD
1972
Creative Financial Designs
Indiana
$227K -$9.29K -102 -4%
SSG
1973
Summit Securities Group
New York
$227K +$228K +2,500 New
FLII
1974
First Long Island Investors
New York
$226K -$5.28K -58 -2%
ACM
1975
Ashford Capital Management
Delaware
$226K – – –
77 78
79
80 81