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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
1976
Center For Asset Management
Florida
$1.32M -$19.4K -136 -2%
NL
1977
NVWM LLC
Pennsylvania
$1.32M -$1.43K -10 -0.1%
SFI
1978
SPC Financial Inc
Maryland
$1.32M -$13.7K -96 -1%
EWM
1979
EPG Wealth Management
Georgia
$1.32M +$324K +2,267 +34%
SWA
1980
Sutton Wealth Advisors
Florida
$1.31M -$430K -3,010 -25%
CFO
1981
CVA Family Office
Colorado
$1.31M +$65K +455 +5%
DWM
1982
Dorchester Wealth Management
Quebec, Canada
$1.31M +$664K +4,644 +112%
TC
1983
TAP Consulting
Missouri
$1.3M -$74.6K -522 -6%
BAM
1984
Byrne Asset Management
New Jersey
$1.3M -$77.9K -545 -6%
EI
1985
Ethic Inc
New York
$1.3M +$72.8K +509 +6%
AA
1986
Apriem Advisors
California
$1.3M +$179K +1,254 +17%
AIM
1987
Acropolis Investment Management
Missouri
$1.3M +$5.15K +36 +0.4%
HFP
1988
Holistic Financial Partners
Indiana
$1.3M -$22.4K -157 -2%
BWA
1989
Burt Wealth Advisors
Maryland
$1.29M +$8.58K +60 +0.7%
FB
1990
First Bancorp
Maine
$1.29M -$32.3K -226 -3%
BKA
1991
Brick & Kyle Associates
Pennsylvania
$1.29M +$858 +6 +0.1%
KA
1992
Klingman & Associates
New York
$1.29M +$46.9K +328 +4%
RCM
1993
Raleigh Capital Management
North Carolina
$1.29M +$91.9K +643 +8%
LCS
1994
Levin Capital Strategies
New York
$1.29M – – –
QIM
1995
Quest Investment Management
Oregon
$1.29M -$1.55M -10,841 -56%
CFCI
1996
Comprehensive Financial Consultants Institutional
Indiana
$1.28M +$44.3K +310 +4%
FFA
1997
Farther Finance Advisors
California
$1.28M +$334K +2,336 +37%
HAC
1998
Harbor Advisory Corp
New Hampshire
$1.28M – – –
IDBONY
1999
Israel Discount Bank of New York
New York
$1.28M -$64.8K -453 -5%
TW
2000
Towerpoint Wealth
California
$1.28M +$116K +813 +10%
78 79
80
81 82