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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1976
Adalta Capital Management
New York
$327K -$4.17K -50 -1%
PBT
1977
Pictet Bank & Trust
Bahamas
$325K -$242K -2,900 -41%
HCP
1978
Holt Capital Partners
Texas
$325K – – –
CP
1979
Camelot Portfolios
Ohio
$324K -$280K -3,363 -45%
RS
1980
Robeco Schweiz
Switzerland
$324K – – –
SSWM
1981
Sheets Smith Wealth Management
North Carolina
$323K -$37.3K -447 -10%
BAAM
1982
Baker Avenue Asset Management
California
$320K +$337K +4,040 New
AAM
1983
American Asset Management
Florida
$318K +$29.2K +350 +10%
CIA
1984
Cascade Investment Advisors
Oregon
$318K +$23.8K +285 +8%
CRWM
1985
Castle Rock Wealth Management
California
$317K +$108K +1,294 +48%
WPA
1986
West Paces Advisors
Georgia
$316K -$28.3K -340 -8%
APG
1987
Abacus Planning Group
South Carolina
$313K -$102K -1,221 -24%
AIM
1988
Arcadia Investment Management
Michigan
$313K -$63.8K -765 -16%
BFPW
1989
BOK Financial Private Wealth
Colorado
$312K -$54.7K -656 -14%
CCA
1990
Conestoga Capital Advisors
Pennsylvania
$312K – – –
BCWM
1991
Blue Chip Wealth Management
Florida
$310K +$325K +3,904 New
JFGLC
1992
Johnson Financial Group LLC (Colorado)
Colorado
$309K -$25.9K -311 -7%
SA
1993
SRH Advisors
Kansas
$307K – – –
FIM
1994
Fernwood Investment Management
Massachusetts
$306K – – –
GA
1995
Gateway Advisory
New Jersey
$305K -$194K -2,321 -38%
RHBC
1996
R.H. Bluestein & Co
Michigan
$304K -$1.67K -20 -0.5%
TI
1997
Truepoint Inc
Ohio
$303K -$23.2M -278,213 -92%
CM
1998
Castleark Management
Illinois
$301K – – –
IWP
1999
Icon Wealth Partners
Texas
$300K -$51.3K -615 -14%
CA
2000
Centerpoint Advisors
Massachusetts
$297K +$122K +1,460 +64%
78 79
80
81 82