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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
LKIM
1976
Lawson Kroeker Investment Management
Nebraska
$1.31M -$23.5K -150 -2%
KA
1977
Klingman & Associates
New York
$1.31M +$437K +2,794 +48%
IRAG
1978
Investment Research & Advisory Group
Georgia
$1.31M +$44.7K +286 +3%
BSAM
1979
Blue Square Asset Management
New York
$1.31M +$82.4K +527 +7%
AIIMS
1980
Analyst IMS Investment Management Services
Israel
$1.31M -$62.6K -400 -4%
TVWM
1981
Tower View Wealth Management
Wisconsin
$1.31M +$22.8K +146 +2%
SSW
1982
Smith Shellnut Wilson
Mississippi
$1.3M -$12.7K -81 -0.9%
HFP
1983
Holistic Financial Partners
Indiana
$1.3M +$46.2K +295 +4%
IIL
1984
Insight Inv LLC
California
$1.3M +$172K +1,100 +15%
IDBONY
1985
Israel Discount Bank of New York
New York
$1.3M -$131K -837 -9%
HBW
1986
Hazlett, Burt & Watson
West Virginia
$1.3M +$1.33M +8,495 New
PCP
1987
Proficio Capital Partners
Massachusetts
$1.3M -$18.8K -120 -1%
CSI
1988
Cross Staff Investments
New York
$1.3M – – –
AIC
1989
Ayalon Insurance Company
Israel
$1.3M +$46.9K +300 +4%
VT
1990
Vise Technologies
New York
$1.3M -$208K -1,329 -14%
VNA
1991
Valley National Advisers
Pennsylvania
$1.29M +$9.54K +61 +0.7%
SJIM
1992
St. Johns Investment Management
Florida
$1.29M +$21.6K +138 +2%
ECA
1993
Elevated Capital Advisors
Utah
$1.29M +$1.33M +8,472 New
NL
1994
NVWM LLC
Pennsylvania
$1.29M +$13.1K +84 +1%
VCM
1995
Violich Capital Management
California
$1.28M -$26.3K -168 -2%
HPWM
1996
Highland Private Wealth Management
Washington
$1.28M +$48K +307 +4%
ER
1997
Enlightenment Research
Florida
$1.28M +$1.1M +7,000 +500%
FIA
1998
Foundations Investment Advisors
Arizona
$1.28M +$150K +958 +13%
AIM
1999
Athena Investment Management
California
$1.28M +$1.31M +8,377 New
HWA
2000
HCR Wealth Advisors
California
$1.28M +$1.25K +8 +0.1%
78 79
80
81 82