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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1976
Cubic Asset Management
Massachusetts
$1.34M -$56.2K -401 -4%
AFG
1977
Albion Financial Group
Utah
$1.34M
MA
1978
MJP Associates
Connecticut
$1.34M +$46K +328 +4%
IAS
1979
Insigneo Advisory Services
Florida
$1.34M +$1.24M +8,818 New
ARMT
1980
Amica Retiree Medical Trust
Rhode Island
$1.33M -$215K -1,536 -15%
AWM
1981
Atticus Wealth Management
Florida
$1.33M +$9.95K +71 +0.8%
SCP
1982
Syntal Capital Partners
Texas
$1.33M +$112K +798 +10%
1WM
1983
1900 Wealth Management
Texas
$1.32M +$299K +2,135 +32%
TRIA
1984
Trail Ridge Investment Advisors
Colorado
$1.32M +$9.53K +68 +0.8%
WAM
1985
WNY Asset Management
New York
$1.32M +$53.1K +379 +5%
AIM
1986
Acropolis Investment Management
Missouri
$1.32M -$3.65K -26 -0.3%
CA
1987
Crewe Advisors
Utah
$1.32M +$41.8K +298 +4%
BKA
1988
Brick & Kyle Associates
Pennsylvania
$1.32M -$13.3K -95 -1%
QWM
1989
QP Wealth Management
New Jersey
$1.31M -$178K -1,267 -13%
LCS
1990
Levin Capital Strategies
New York
$1.31M
BWA
1991
Burt Wealth Advisors
Maryland
$1.31M +$33.5K +239 +3%
ATFA
1992
All Terrain Financial Advisors
Minnesota
$1.31M +$1.21M +8,624 New
FG
1993
Foster Group
Iowa
$1.31M -$546K -3,893 -31%
HAC
1994
Harbor Advisory Corp
New Hampshire
$1.3M
AIM
1995
Alphinity Investment Management
Australia
$1.3M +$141K +1,003 +13%
CWP
1996
Concord Wealth Partners
Virginia
$1.29M -$475K -3,385 -28%
ACM
1997
Ategra Capital Management
Virginia
$1.29M -$112K -800 -9%
BC
1998
Barrett & Company
Rhode Island
$1.29M
DA
1999
Doliver Advisors
Texas
$1.29M -$22.1K -158 -2%
TVWM
2000
Tower View Wealth Management
Wisconsin
$1.29M -$9.53K -68 -0.8%