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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1976
Acropolis Investment Management
Missouri
$1.1M +$4.4K +31 +0.4%
NW
1977
Naviter Wealth
Arkansas
$1.1M +$129K +909 +12%
IIL
1978
Insight Inv LLC
California
$1.1M – – –
TC
1979
Toews Corporation
New Jersey
$1.1M +$114K +800 +10%
MIM
1980
Merrion Investment Management
New Jersey
$1.1M – – –
DA
1981
Doliver Advisors
Texas
$1.1M -$533K -3,749 -30%
CFO
1982
CVA Family Office
Colorado
$1.09M +$141K +991 +13%
LCS
1983
Levin Capital Strategies
New York
$1.09M -$862K -6,068 -41%
VNA
1984
Valley National Advisers
Pennsylvania
$1.09M +$5.97K +42 +0.5%
AIIMS
1985
Analyst IMS Investment Management Services
Israel
$1.09M +$2.84K +20 +0.2%
VT
1986
Vise Technologies
New York
$1.09M +$102K +716 +9%
HAC
1987
Harbor Advisory Corp
New Hampshire
$1.09M -$132K -931 -10%
ERWM
1988
Elk River Wealth Management
Colorado
$1.09M -$10.7K -75 -0.9%
TVWM
1989
Tower View Wealth Management
Wisconsin
$1.08M +$5.26K +37 +0.4%
MIM
1990
Moseley Investment Management
Florida
$1.08M +$21.6K +152 +2%
KA
1991
Klingman & Associates
New York
$1.08M +$9.52K +67 +0.8%
IDBONY
1992
Israel Discount Bank of New York
New York
$1.08M +$1.99K +14 +0.2%
ISWM
1993
Independent Solutions Wealth Management
New York
$1.08M -$77.3K -544 -6%
PCP
1994
Proficio Capital Partners
Massachusetts
$1.07M +$19.6K +138 +2%
MA
1995
MJP Associates
Connecticut
$1.07M +$11.4K +80 +0.9%
AAA
1996
Adams Asset Advisors
Texas
$1.07M -$604K -4,250 -33%
CFAM
1997
Center For Asset Management
Florida
$1.07M -$25.9K -182 -2%
1CP
1998
17 Capital Partners
Arizona
$1.07M -$68.5K -482 -5%
DA
1999
DSC Advisors
Illinois
$1.07M -$379K -2,666 -24%
HVM
2000
Harvest Volatility Management
Connecticut
$1.07M -$62.1K -437 -5%
78 79
80
81 82