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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1976
JSF Financial
California
$577K +$58.4K +548 +12%
SMFS
1977
Squar Milner Financial Services
California
$570K +$167K +1,564 +43%
CCM
1978
Crabel Capital Management
California
$570K +$216K +2,027 +64%
GAMC
1979
Garner Asset Management Corp
Texas
$568K -$2.98K -28 -0.5%
CG
1980
Cynosure Group
Utah
$567K +$551K +5,168 New
AA
1981
Advisory Alpha
Michigan
$566K +$14K +131 +3%
ECM
1982
EagleClaw Capital Management
Massachusetts
$565K – – –
MWM
1983
Mascoma Wealth Management
New Hampshire
$563K -$522K -4,893 -49%
SWM
1984
Shakespeare Wealth Management
Wisconsin
$562K +$45.7K +429 +9%
AWE
1985
Avidian Wealth Enterprises
Texas
$562K +$47.5K +446 +10%
CF
1986
Centaurus Financial
California
$559K +$22.4K +210 +4%
CHP
1987
Cable Hill Partners
Oregon
$558K +$30.7K +288 +6%
WCM
1988
Wedge Capital Management
North Carolina
$557K +$173K +1,619 +47%
TAIM
1989
TD Ameritrade Investment Management
Nebraska
$557K +$186K +1,744 +52%
FA
1990
Financial Advisors
Massachusetts
$556K -$10.9K -102 -2%
WBG
1991
Wharton Business Group
Pennsylvania
$554K – – –
MWM
1992
Merriman Wealth Management
Washington
$554K +$15.7K +147 +3%
LJAC
1993
L.J. Altfest & Co
New York
$551K +$213 +2 +0%
WCA
1994
Westover Capital Advisors
Delaware
$550K -$11K -103 -2%
IF
1995
IRON Financial
Illinois
$549K +$40K +375 +8%
ACM
1996
Alethea Capital Management
Washington
$548K -$107K -1,000 -17%
FSC
1997
Full Sail Capital
Oklahoma
$548K -$14.8K -139 -3%
WCA
1998
Windsor Creek Advisors
Vermont
$548K – – –
KF
1999
Krilogy Financial
Missouri
$548K +$10.7K +100 +2%
PA
2000
PFG Advisors
Arizona
$548K +$145K +1,362 +40%
78 79
80
81 82