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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
1976
Veritas Investment Management
United Kingdom
$33K – – –
ANBT
1977
American National Bank & Trust
Texas
$30K – – –
BC
1978
Barnett & Company
Tennessee
$30K – – –
IF
1979
Ironwood Financial
Arizona
$30K +$246 +3 +0.9%
OFS
1980
Orrstown Financial Services
Pennsylvania
$30K +$21.3K +260 +283%
JSAM
1981
J. Safra Asset Management
New York
$29K -$575K -7,004 -95%
KKAMG
1982
Kernodle & Katon Asset Management Group
Arkansas
$28K – – –
RCG
1983
Ruggie Capital Group
Florida
$27K – – –
CWM
1984
Cranbrook Wealth Management
Michigan
$23K – – –
PFG
1985
Piershale Financial Group
Illinois
$22K +$16.5K +201 +365%
HCM
1986
Herndon Capital Management
Georgia
$21K +$20.1K +245 New
BCI
1987
Brinker Capital Investments
Pennsylvania
$20K -$16.4K -200 -46%
JAM
1988
JCIC Asset Management
Ontario, Canada
$20K – – –
LWA
1989
Lowe Wealth Advisors
Maryland
$20K +$3.04K +37 +18%
RBC
1990
Roble Belko & Company
Pennsylvania
$15K -$15.8K -193 -52%
ICOM
1991
Investment Counselors of Maryland
Maryland
$14K – – –
BCMIO
1992
Beacon Capital Management Inc (Ohio)
Ohio
$13K +$2.13K +26 +20%
HWP
1993
Hefty Wealth Partners
Indiana
$12K – – –
GCM
1994
Grisanti Capital Management
New York
$11K – – –
PCM
1995
Penserra Capital Management
California
$10K +$3.78K +46 +62%
TCM
1996
Tanaka Capital Management
New York
$9K – – –
JIR
1997
James Investment Research
Ohio
$9K +$8.78K +107 New
SGAM
1998
Smith Group Asset Management
Texas
$3K -$2.87K -35 -49%
CIM
1999
Contravisory Investment Management
Massachusetts
$3K – – –
MIM
2000
Macroview Investment Management
Maryland
$3K – – –
78 79
80
81 82