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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1976
Loudon Investment Management
New Hampshire
$227K +$11.8K +134 +5%
CFD
1977
Creative Financial Designs
Indiana
$226K – – –
GAAM
1978
Guinness Atkinson Asset Management
California
$226K – – –
NCM
1979
New Capital Management
Texas
$225K – – –
FHB
1980
First Hawaiian Bank
Hawaii
$224K -$28.6K -324 -11%
FHC
1981
Forest Hill Capital
Arkansas
$223K – – –
NWM
1982
Northwest Wealth Management
Iowa
$223K +$705 +8 +0.3%
SQA
1983
Simon Quick Advisors
New Jersey
$222K -$112K -1,270 -33%
FLII
1984
First Long Island Investors
New York
$221K +$224K +2,538 New
NCM
1985
Novare Capital Management
North Carolina
$219K -$29K -329 -12%
ACM
1986
AUA Capital Management
Pennsylvania
$219K +$147K +1,665 +195%
HCM
1987
Hilton Capital Management
New York
$217K – – –
KFA
1988
Kays Financial Advisory
Georgia
$217K +$12.4K +141 +6%
ACM
1989
Ashford Capital Management
Delaware
$216K – – –
CL
1990
Croft-Leominster
Maryland
$214K -$309K -3,506 -59%
GCAC
1991
Guardian Capital Advisors (Canada)
Ontario, Canada
$214K – – –
KA
1992
Klingman & Associates
New York
$213K -$35.4K -402 -14%
AAS
1993
Annex Advisory Services
Wisconsin
$213K -$9.26K -105 -4%
AC
1994
AFAM Capital
Texas
$213K +$216K +2,445 New
AA
1995
Alesco Advisors
New York
$212K -$11K -125 -5%
OBWP
1996
O'Brien Wealth Partners
Massachusetts
$211K -$5.64K -64 -3%
DM
1997
Diker Management
New York
$211K – – –
CHP
1998
Cable Hill Partners
Oregon
$209K – – –
DWM
1999
Dakota Wealth Management
Florida
$208K -$97.7K -1,108 -32%
TC
2000
Trust Company
Kansas
$208K -$46.5K -528 -18%
78 79
80
81 82