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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1976
Forest Hill Capital
Arkansas
$230K – – –
IP
1977
Intellectus Partners
California
$230K – – –
CWM
1978
Catamount Wealth Management
Connecticut
$229K – – –
NWM
1979
Northwest Wealth Management
Iowa
$229K +$14K +158 +7%
AAS
1980
Annex Advisory Services
Wisconsin
$229K +$226K +2,548 New
WAS
1981
Winch Advisory Services
Wisconsin
$227K -$159K -1,798 -42%
CIM
1982
Corbyn Investment Management
Maryland
$225K -$11.2K -126 -5%
FEG
1983
Fund Evaluation Group
Ohio
$225K – – –
NCM
1984
New Capital Management
Texas
$225K – – –
CC
1985
Cipher Capital
New York
$225K +$222K +2,498 New
PFO
1986
Pathstone Family Office
New Jersey
$223K -$133K -1,496 -38%
ACM
1987
Ashford Capital Management
Delaware
$223K – – –
HCM
1988
Hilton Capital Management
New York
$223K – – –
OBWP
1989
O'Brien Wealth Partners
Massachusetts
$223K +$5.85K +66 +3%
BMM
1990
Buffington Mohr McNeal
Idaho
$223K +$97.5K +1,100 +80%
KIM
1991
Karpus Investment Management
New York
$223K +$220K +2,484 New
LIM
1992
Loudon Investment Management
New Hampshire
$222K -$4.26K -48 -2%
SIC
1993
SFE Investment Counsel
California
$222K +$13.7K +154 +7%
GCAC
1994
Guardian Capital Advisors (Canada)
Ontario, Canada
$221K – – –
CCM
1995
Colorado Capital Management
Colorado
$219K +$216K +2,440 New
FC
1996
Forte Capital
New York
$218K -$4.43K -50 -2%
DM
1997
Diker Management
New York
$218K – – –
PCP
1998
Proficio Capital Partners
Massachusetts
$217K +$102K +1,155 +85%
CHP
1999
Cable Hill Partners
Oregon
$214K -$42.7K -481 -17%
KFA
2000
Kays Financial Advisory
Georgia
$210K -$1.38M -15,516 -87%
78 79
80
81 82