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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1976
Confluence Wealth Management
Oregon
$801K +$66.9K +574 +9%
SFM
1977
Signet Financial Management
New Jersey
$800K -$1.44M -12,351 -67%
SBA
1978
Secrest Blakey & Associates
North Carolina
$800K -$11.8K -101 -1%
FWM
1979
FSA Wealth Management
Massachusetts
$799K -$14.3K -123 -2%
CC
1980
Capital Counsel
New York
$799K -$7.7K -66 -1%
CCM
1981
Crossvault Capital Management
Texas
$799K – – –
BWM
1982
BCS Wealth Management
Tennessee
$796K – – –
CIC
1983
Chilton Investment Company
Connecticut
$796K +$138K +1,184 +22%
PA
1984
Probity Advisors
Texas
$795K -$6.53K -56 -0.8%
CWA
1985
Clarity Wealth Advisors
California
$793K -$25.4K -218 -3%
KS
1986
Karpas Strategies
Connecticut
$793K – – –
LC
1987
Landaas & Company
Wisconsin
$793K – – –
AFIA
1988
America First Investment Advisors
Nebraska
$786K – – –
MAWCM
1989
Mine & Arao Wealth Creation & Management
California
$784K +$1.75K +15 +0.2%
CM
1990
Columbus Macro
Pennsylvania
$779K -$7.7K -66 -1%
ACM
1991
Anfield Capital Management
California
$779K +$10.4K +89 +2%
SGK
1992
Steigerwald Gordon & Koch
Virginia
$778K +$17.5K +150 +2%
SFA
1993
Stewardship Financial Advisors
Georgia
$776K +$2.8K +24 +0.4%
KOMWMG
1994
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$775K -$7.23K -62 -0.9%
SFP
1995
Shepherd Financial Partners
Massachusetts
$774K -$39.5K -339 -5%
MMA
1996
Miracle Mile Advisors
California
$772K -$690K -5,921 -48%
BWP
1997
Baldwin Wealth Partners
Massachusetts
$772K – – –
KFA
1998
Kelleher Financial Advisors
New York
$770K +$202K +1,731 +37%
GIM
1999
Greylin Investment Management
Virginia
$768K -$23.3K -200 -3%
MCM
2000
McRae Capital Management
New Jersey
$768K +$117K +1,000 +18%
78 79
80
81 82