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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1976
Alpha Windward
Massachusetts
$393K -$3.42K -38 -0.9%
AP
1977
Advisors Preferred
Maryland
$391K +$383K +4,259 New
DLHL
1978
Donald L. Hagan LLC
Florida
$390K – – –
ACM
1979
Armbruster Capital Management
New York
$390K +$14.8K +165 +4%
RRC
1980
Relaxing Retirement Coach
Massachusetts
$388K +$380K +4,228 New
JFGLC
1981
Johnson Financial Group LLC (Colorado)
Colorado
$387K -$83.4K -927 -18%
CM
1982
Capital Management
Virginia
$387K – – –
ACM
1983
Alethea Capital Management
Washington
$386K +$108K +1,200 +40%
IP
1984
Intellectus Partners
California
$385K -$75.9K -844 -17%
ACM
1985
Adalta Capital Management
New York
$383K – – –
AWA
1986
Acorn Wealth Advisors
Michigan
$383K +$376K +4,177 New
ICA
1987
Infrastructure Capital Advisors
New York
$379K – – –
AMCA
1988
Arthur M. Cohen & Associates
Illinois
$378K +$371K +4,125 New
HCP
1989
Holt Capital Partners
Texas
$377K – – –
SLT
1990
St Louis Trust
Missouri
$377K +$369K +4,104 New
RS
1991
Robeco Schweiz
Switzerland
$376K +$46K +512 +14%
TIM
1992
Tortoise Investment Management
New York
$373K -$19.2K -214 -5%
WP
1993
WealthPLAN Partners
Nebraska
$369K -$160K -1,778 -31%
GCMG
1994
Gyroscope Capital Management Group
Florida
$369K +$21K +233 +6%
CCM
1995
CrestPoint Capital Management
Missouri
$368K -$225K -2,500 -38%
RVPG
1996
Relative Value Partners Group
$368K – – –
CG
1997
CFO4Life Group
Texas
$365K +$26.4K +294 +8%
CCA
1998
Conestoga Capital Advisors
Pennsylvania
$362K – – –
HA
1999
Hays Advisory
Tennessee
$362K +$70.1K +779 +25%
PCM
2000
Penserra Capital Management
California
$358K -$162K -1,797 -32%
78 79
80
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