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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
1976
Jolley Asset Management
North Carolina
$319K -$24.5K -300 -7%
B
1977
Brightworth
Georgia
$319K +$14.7K +180 +5%
WAM
1978
Winslow Asset Management
Ohio
$317K -$23.9K -292 -7%
HBWM
1979
Hollow Brook Wealth Management
New York
$317K – – –
SLT
1980
St Louis Trust
Missouri
$317K – – –
CM
1981
Castleark Management
Illinois
$316K – – –
NFG
1982
Nadler Financial Group
Illinois
$316K +$16.4K +200 +6%
MBI
1983
Montrusco Bolton Investments
Quebec, Canada
$314K -$28.5K -349 -8%
PTC
1984
Provident Trust Company
Wisconsin
$314K – – –
ACM
1985
Armbruster Capital Management
New York
$312K -$34.8K -425 -10%
IIA
1986
IPG Investment Advisors
California
$311K – – –
SSWM
1987
Sheets Smith Wealth Management
North Carolina
$311K -$29.8K -364 -9%
RHBC
1988
R.H. Bluestein & Co
Michigan
$311K -$8.18K -100 -3%
SCG
1989
Sonata Capital Group
Washington
$309K +$14.1K +173 +5%
ANBT
1990
American National Bank & Trust
Texas
$308K -$48.8K -597 -14%
PHAM
1991
Palisades Hudson Asset Management
Florida
$306K – – –
SAM
1992
Strategy Asset Managers
California
$305K +$82 +1 +0%
SRSA
1993
S.R. Schill & Associates
Washington
$305K -$105K -1,278 -26%
FPCP
1994
Fort Point Capital Partners
California
$304K +$299K +3,654 New
IP
1995
Intellectus Partners
California
$303K – – –
GC
1996
Gilbert & Cook
Iowa
$302K -$3.11K -38 -1%
ADBIC
1997
A.D. Beadell Investment Counsel
Wisconsin
$300K -$2.79M -34,138 -90%
AAP
1998
Arax Advisory Partners
Colorado
$300K -$35K -428 -11%
KFA
1999
Kelleher Financial Advisors
New York
$300K +$26.2K +320 +10%
CGL
2000
Clarius Group LLC
Washington
$299K +$294K +3,589 New
78 79
80
81 82