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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
VIM
1976
Veritas Investment Management
United Kingdom
$32K – – –
RBC
1977
Roble Belko & Company
Pennsylvania
$31K +$14.2K +176 +89%
EMG
1978
ETF Managers Group
New Jersey
$30K +$26.8K +333 New
BC
1979
Barnett & Company
Tennessee
$30K +$29K +360 New
ANBT
1980
American National Bank & Trust
Texas
$29K – – –
IF
1981
Ironwood Financial
Arizona
$29K +$28.1K +349 New
KKAMG
1982
Kernodle & Katon Asset Management Group
Arkansas
$27K – – –
RCG
1983
Ruggie Capital Group
Florida
$27K +$25.6K +318 New
CWM
1984
Cranbrook Wealth Management
Michigan
$23K – – –
JAM
1985
JCIC Asset Management
Ontario, Canada
$20K – – –
LWA
1986
Lowe Wealth Advisors
Maryland
$17K – – –
SFPIA
1987
Stevens First Principles Investment Advisors
California
$17K – – –
CFA
1988
Camarda Financial Advisors
Florida
$16K -$10.8K -134 -41%
ICOM
1989
Investment Counselors of Maryland
Maryland
$14K – – –
HWP
1990
Hefty Wealth Partners
Indiana
$12K – – –
BCMIO
1991
Beacon Capital Management Inc (Ohio)
Ohio
$11K – – –
FMP
1992
Financial Management Professionals
Texas
$11K – – –
GCM
1993
Grisanti Capital Management
New York
$10K -$10.4K -129 -50%
TCM
1994
Tanaka Capital Management
New York
$9K – – –
FMA
1995
FNY Managed Accounts
New York
$8.23K +$8.06K +100 New
OFS
1996
Orrstown Financial Services
Pennsylvania
$8K +$7.41K +92 New
SGAM
1997
Smith Group Asset Management
Texas
$6K -$1.6M -19,886 -100%
PCM
1998
Penserra Capital Management
California
$6K +$483 +6 +9%
MUS
1999
Mitsubishi UFJ Securities
Japan
$6K +$5.64K +70 New
CWM
2000
Cedar Wealth Management
California
$5K – – –