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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1976
Burt Wealth Advisors
Maryland
$835K – – –
SCA
1977
Stuart Chaussee & Associates
California
$835K +$734 +6 +0.1%
CCM
1978
Crossvault Capital Management
Texas
$834K +$8.56K +70 +1%
PPP
1979
Private Portfolio Partners
New Jersey
$833K -$56.2K -459 -6%
SCA
1980
STALEY CAPITAL ADVISERS
Pennsylvania
$832K -$60.9K -498 -7%
KS
1981
Karpas Strategies
Connecticut
$829K – – –
CCM
1982
Carlson Capital Management
Minnesota
$829K +$44.3K +362 +6%
NS
1983
NewDay Solutions
New Hampshire
$828K -$261K -2,137 -24%
LC
1984
Landaas & Company
Wisconsin
$828K – – –
GIM
1985
Greylin Investment Management
Virginia
$827K -$125K -1,018 -13%
RCG
1986
Ruane, Cunniff & Goldfarb
New York
$825K -$310K -2,534 -28%
AWM
1987
Atticus Wealth Management
Florida
$825K +$808K +6,604 New
RIM
1988
Reliant Investment Management
Tennessee
$823K – – –
GPA
1989
Garrison Point Advisors
California
$822K -$8.32K -68 -1%
AFIA
1990
America First Investment Advisors
Nebraska
$821K – – –
ACA
1991
Ackerman Capital Advisors
Texas
$820K +$123K +1,002 +18%
KOMWMG
1992
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$817K +$800K +6,539 New
MAWCM
1993
Mine & Arao Wealth Creation & Management
California
$815K +$799K +6,527 New
PP
1994
PagnatoKarp Partners
Virginia
$812K -$2.2K -18 -0.3%
NAMP
1995
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$810K -$66.3K -542 -8%
HWA
1996
Heritage Wealth Advisors
Virginia
$799K +$26.6K +217 +4%
PFGIA
1997
Patriot Financial Group Insurance Agency
Massachusetts
$798K -$34.1K -279 -4%
MCP
1998
Mirador Capital Partners
California
$798K -$21.5K -176 -3%
JA
1999
JOYN Advisors
Georgia
$798K -$7.1K -58 -0.9%
SMFS
2000
Squar Milner Financial Services
California
$796K -$408K -3,333 -34%
78 79
80
81 82