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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
1976
O'Dell Group
Ohio
$559K +$13.2K +136 +3%
CWG
1977
Cornerstone Wealth Group
North Carolina
$557K +$521K +5,352 New
CP
1978
Covenant Partners
Tennessee
$554K +$1.75K +18 +0.3%
JAFL
1979
Jay A. Fishman Ltd
Michigan
$548K -$197K -2,027 -28%
ZIG
1980
Zuckerman Investment Group
Illinois
$548K – – –
MYIA
1981
Mount Yale Investment Advisors
Colorado
$546K -$352K -3,614 -41%
RC
1982
RBF Capital
California
$543K – – –
GAMC
1983
Garner Asset Management Corp
Texas
$542K +$21.7K +223 +4%
VCM
1984
Virtue Capital Management
Tennessee
$541K -$21.3K -219 -4%
WA
1985
Wealth Architects
California
$541K +$3.41K +35 +0.7%
BMCM
1986
Bryn Mawr Capital Management
Pennsylvania
$540K -$30.9K -317 -6%
FA
1987
Financial Advisors
Massachusetts
$538K -$3.31K -34 -0.7%
ECM
1988
EagleClaw Capital Management
Massachusetts
$534K – – –
WCA
1989
Westover Capital Advisors
Delaware
$532K -$22K -226 -4%
JSL
1990
JT Stratford LLC
Georgia
$531K +$15.5K +159 +3%
WBG
1991
Wharton Business Group
Pennsylvania
$525K – – –
MC
1992
Montag & Caldwell
Georgia
$523K – – –
COI
1993
Capital One Investing
Virginia
$523K +$217K +2,232 +80%
LJAC
1994
L.J. Altfest & Co
New York
$522K -$60.1K -617 -11%
APC
1995
Aspire Private Capital
North Carolina
$521K +$7.5K +77 +2%
WCA
1996
Windsor Creek Advisors
Vermont
$520K – – –
CRIG
1997
Charter Research & Investment Group
Connecticut
$519K – – –
SWA
1998
SFMG Wealth Advisors
Texas
$518K -$2.63K -27 -0.5%
RWA
1999
Redhawk Wealth Advisors
Minnesota
$516K +$2.43K +25 +0.5%
P
2000
&Partners
Tennessee
$516K +$27.8K +286 +6%
78 79
80
81 82