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Procter & Gamble

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