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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1976
Ruggie Capital Group
Florida
$27K +$25.6K +318 New
CWM
1977
Cranbrook Wealth Management
Michigan
$23K – – –
JAM
1978
JCIC Asset Management
Ontario, Canada
$20K – – –
LWA
1979
Lowe Wealth Advisors
Maryland
$17K – – –
SFPIA
1980
Stevens First Principles Investment Advisors
California
$17K – – –
CFA
1981
Camarda Financial Advisors
Florida
$16K -$10.8K -134 -41%
ICOM
1982
Investment Counselors of Maryland
Maryland
$14K – – –
HWP
1983
Hefty Wealth Partners
Indiana
$12K – – –
BCMIO
1984
Beacon Capital Management Inc (Ohio)
Ohio
$11K – – –
FMP
1985
Financial Management Professionals
Texas
$11K – – –
GCM
1986
Grisanti Capital Management
New York
$10K -$10.4K -129 -50%
TCM
1987
Tanaka Capital Management
New York
$9K – – –
FMA
1988
FNY Managed Accounts
New York
$8.23K +$8.06K +100 New
OFS
1989
Orrstown Financial Services
Pennsylvania
$8K +$7.41K +92 New
MIM
1990
Marco Investment Management
Georgia
$7.21K +$572K +7,100 +9%
SGAM
1991
Smith Group Asset Management
Texas
$6K -$1.6M -19,886 -100%
MUS
1992
Mitsubishi UFJ Securities
Japan
$6K +$5.64K +70 New
CWM
1993
Cedar Wealth Management
California
$5K – – –
PFG
1994
Piershale Financial Group
Illinois
$5K – – –
EWM
1995
Endurance Wealth Management
Rhode Island
$3.22K -$211K -2,624 -6%
MIM
1996
Macroview Investment Management
Maryland
$3K – – –
SFPM
1997
Sensible Financial Planning & Management
Massachusetts
$3K – – –
CIM
1998
Contravisory Investment Management
Massachusetts
$3K +$2.5K +31 New
PFO
1999
Pathstone Family Office
New Jersey
$3K +$2.5K +31 New
OCM
2000
One Capital Management
California
$2.29K -$107K -1,327 -5%
78 79
80
81 82