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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1976
Capital Advisors Ltd
Ohio
$48K – – –
WCM
1977
Wealthcare Capital Management
Virginia
$42K -$10.6K -122 -21%
IUHSA
1978
Itau Unibanco Holding S.A.
Brazil
$39K +$37.3K +430 New
FMP
1979
Financial Management Professionals
Texas
$38K -$695 -8 -2%
BCI
1980
Brinker Capital Investments
Pennsylvania
$36K +$14.8K +170 +73%
DSI
1981
Daiwa SB Investments
Japan
$35K -$6.95K -80 -17%
GWA
1982
Guidant Wealth Advisors
Illinois
$35K +$34.7K +400 New
VIM
1983
Veritas Investment Management
United Kingdom
$34K – – –
IF
1984
Ironwood Financial
Arizona
$32K +$174 +2 +0.6%
KKAMG
1985
Kernodle & Katon Asset Management Group
Arkansas
$30K – – –
OFS
1986
Orrstown Financial Services
Pennsylvania
$29K -$2.78K -32 -9%
RCG
1987
Ruggie Capital Group
Florida
$29K – – –
CJA
1988
C-J Advisory
California
$28K +$26.8K +308 New
CWM
1989
Cranbrook Wealth Management
Michigan
$25K – – –
PFG
1990
Piershale Financial Group
Illinois
$23K – – –
RBC
1991
Roble Belko & Company
Pennsylvania
$23K +$7.04K +81 +45%
HCM
1992
Herndon Capital Management
Georgia
$22K – – –
JAM
1993
JCIC Asset Management
Ontario, Canada
$21K – – –
BWP
1994
BSW Wealth Partners
Colorado
$19.8K -$1.57M -18,063 -91%
PCM
1995
Penserra Capital Management
California
$17K +$6.95K +80 +67%
ICOM
1996
Investment Counselors of Maryland
Maryland
$15K – – –
JIR
1997
James Investment Research
Ohio
$15K +$5.21K +60 +56%
GCM
1998
Grisanti Capital Management
New York
$11K – – –
TCM
1999
Tanaka Capital Management
New York
$10K – – –
6CM
2000
683 Capital Management
New York
$9K +$8.6K +99 New
78 79
80
81 82