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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1976
Fernwood Investment Management
Massachusetts
$294K -$7.53K -100 -3%
SWA
1977
SFMG Wealth Advisors
Texas
$292K -$53K -704 -16%
IIA
1978
IPG Investment Advisors
California
$292K +$70.7K +940 +34%
BA
1979
Bristol Advisors
Pennsylvania
$289K +$278K +3,700 New
IWP
1980
Icon Wealth Partners
Texas
$287K -$7.75K -103 -3%
PHAM
1981
Palisades Hudson Asset Management
Florida
$287K – – –
SAM
1982
Strategy Asset Managers
California
$286K -$7.32M -97,210 -96%
GC
1983
Gilbert & Cook
Iowa
$286K +$18.4K +244 +7%
B
1984
Brightworth
Georgia
$285K -$247K -3,284 -47%
CA
1985
Centerpoint Advisors
Massachusetts
$285K -$7.22K -96 -3%
IP
1986
Intellectus Partners
California
$284K -$41K -545 -13%
NFG
1987
Nadler Financial Group
Illinois
$281K – – –
PGA
1988
Premia Global Advisors
Florida
$281K +$9.63K +128 +4%
BHA
1989
Beech Hill Advisors
New York
$281K +$271K +3,600 New
SNBOSD
1990
Security National Bank of So Dak
Iowa
$280K – – –
KM
1991
Kalos Management
Georgia
$280K +$263K +3,495 New
HCM
1992
Harvest Capital Management
New Hampshire
$277K +$22.2K +295 +9%
MLFP
1993
MPS Loria Financial Planners
Illinois
$276K -$7.45K -99 -3%
DDC
1994
Daniel Devine & Co
Florida
$276K – – –
SCG
1995
Sonata Capital Group
Washington
$276K – – –
BFM
1996
Boothbay Fund Management
New York
$276K +$266K +3,533 New
VAM
1997
Verity Asset Management
North Carolina
$274K +$22.7K +301 +9%
WPA
1998
West Paces Advisors
Georgia
$274K -$36.5K -485 -12%
FC
1999
FCA Corp
Texas
$273K – – –
DDPIC
2000
Deroy & Devereaux Private Investment Counsel
Michigan
$272K -$15.8K -210 -6%
78 79
80
81 82