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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1976
Hilton Capital Management
New York
$226K
GS
1977
Girard Securities
California
$224K -$404K -4,440 -65%
CPIM
1978
Columbia Partners Investment Management
Virginia
$223K -$170K -1,870 -43%
CL
1979
Croft-Leominster
Maryland
$223K
OBWP
1980
O'Brien Wealth Partners
Massachusetts
$223K +$3.46K +38 +2%
VFP
1981
Verus Financial Partners
Virginia
$222K -$158K -1,735 -42%
AC
1982
AFAM Capital
Texas
$222K
TC
1983
Trust Company
Kansas
$222K +$4.73K +52 +2%
Edgewood Management
1984
Edgewood Management
Connecticut
$221K -$54.6K -600 -20%
DM
1985
Diker Management
New York
$221K
DWM
1986
Dakota Wealth Management
Florida
$218K
RWM
1987
Ritholtz Wealth Management
New York
$218K +$218K +2,396 New
KFA
1988
Kays Financial Advisory
Georgia
$214K -$12.2K -134 -5%
EVC
1989
Eidelman Virant Capital
Missouri
$213K -$474K -5,205 -69%
AC
1990
Allstate Corporation
Illinois
$209K -$4.21M -46,253 -95%
CPA
1991
Cowen Prime Advisors
New York
$209K -$3.64K -40 -2%
WA
1992
Winfield Associates
Ohio
$209K +$3.19K +35 +2%
GKWIM
1993
Gerber Kawasaki Wealth & Investment Management
California
$208K +$206K +2,260 New
SNBOSD
1994
Security National Bank of So Dak
Iowa
$208K +$208K +2,288 New
DA
1995
DSC Advisors
Illinois
$206K +$206K +2,263 New
TIM
1996
Total Investment Management
Arizona
$205K +$205K +2,254 New
SNBOSCI
1997
Security National Bank of Sioux City Iowa
Iowa
$204K +$204K +2,238 New
IOOF
1998
Independent Order of Foresters
Ontario, Canada
$203K
CWA
1999
Cypress Wealth Advisors
California
$203K +$203K +2,229 New
CVM
2000
Cheviot Value Management
California
$203K +$203K +2,234 New