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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1976
Lavaca Capital
Texas
$700K -$46.2K -385 -6%
BCM
1977
Breiter Capital Management
Florida
$700K +$296K +2,466 +63%
SGK
1978
Steigerwald Gordon & Koch
Virginia
$699K -$122K -1,019 -14%
GPA
1979
Garrison Point Advisors
California
$697K -$29.4K -245 -4%
PPP
1980
Private Portfolio Partners
New Jersey
$694K -$43.1K -359 -5%
NCM
1981
Novare Capital Management
North Carolina
$693K +$55.8K +465 +8%
EWM
1982
Elmwood Wealth Management
California
$688K -$55.1K -459 -5%
CFA
1983
CWS Financial Advisors
Michigan
$687K – – –
HPC
1984
Hobart Private Capital
North Carolina
$687K – – –
KL
1985
KWMG LLC
Kansas
$684K +$181K +1,510 +32%
UF
1986
Univest Financial
Pennsylvania
$681K -$355K -2,957 -32%
VCP
1987
Verus Capital Partners
Arizona
$675K +$100K +836 +16%
CWM
1988
Confluence Wealth Management
Oregon
$674K -$17.4K -145 -2%
SCM
1989
Salem Capital Management
Massachusetts
$673K – – –
RA
1990
Rational Advisors
New York
$668K -$1.2M -10,028 -62%
PPW
1991
Pasadena Private Wealth
California
$668K +$18K +150 +3%
JIP
1992
JBJ Investment Partners
South Carolina
$664K +$47K +392 +7%
RCA
1993
Rowland Carmichael Advisors
Arizona
$663K – – –
CFD
1994
Creative Financial Designs
Indiana
$661K +$208K +1,737 +41%
RPA
1995
Rock Point Advisors
Vermont
$660K -$94.9K -791 -12%
CMANY
1996
Capital Management Associates (New York)
New York
$660K – – –
LBD
1997
Landsberg Bennett & Dubbaneh
Florida
$656K +$41.8K +348 +6%
CRWM
1998
Castle Rock Wealth Management
California
$654K -$478K -3,983 -41%
ETC
1999
Exchange Traded Concepts
Oklahoma
$652K +$484K +4,035 +213%
FRA
2000
Front Row Advisors
California
$651K +$78.7K +656 +13%
78 79
80
81 82