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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1976
Klingman & Associates
New York
$1.72M -$21.1K -124 -1%
HCM
1977
HMS Capital Management
Tennessee
$1.72M -$22K -129 -1%
CM
1978
Crestline Management
Texas
$1.72M -$297K -1,746 -15%
ISWM
1979
Independent Solutions Wealth Management
New York
$1.72M +$12.1K +71 +0.7%
MCA
1980
MSH Capital Advisors
Arizona
$1.72M -$70.8K -416 -4%
CFO
1981
CVA Family Office
Colorado
$1.71M +$81.8K +480 +5%
WHCI
1982
W.H. Cornerstone Investments
Massachusetts
$1.71M -$70K -411 -4%
ATFA
1983
All Terrain Financial Advisors
Minnesota
$1.7M +$54.8K +322 +3%
SGK
1984
Steigerwald Gordon & Koch
Virginia
$1.7M -$19.9K -117 -1%
WFM
1985
Wolff Financial Management
Michigan
$1.7M +$511 +3 +0%
BB
1986
Bell Bank
North Dakota
$1.7M +$39.9K +234 +2%
LFA
1987
Lauterbach Financial Advisors
Texas
$1.69M +$1.19K +7 +0.1%
PPWP
1988
Premier Path Wealth Partners
New Jersey
$1.69M +$50.8K +298 +3%
BWM
1989
BKM Wealth Management
Wisconsin
$1.68M +$6.13K +36 +0.4%
FIM
1990
Freedom Investment Management
Connecticut
$1.68M -$167K -980 -9%
YIM
1991
Yoffe Investment Management
Pennsylvania
$1.68M +$1.71M +10,042 New
IP
1992
Isthmus Partners
Wisconsin
$1.68M – – –
NWM
1993
Northcape Wealth Management
New York
$1.68M -$8.18K -48 -0.5%
ALC
1994
Alexander Labrunerie & Co
Missouri
$1.68M -$6.64K -39 -0.4%
CCA
1995
Corps Capital Advisors
Texas
$1.68M +$1.71M +10,020 New
HWA
1996
HCR Wealth Advisors
California
$1.68M -$4.94K -29 -0.3%
BRCM
1997
Bright Rock Capital Management
Massachusetts
$1.68M +$1.7M +10,000 New
CWA
1998
CJM Wealth Advisers
Virginia
$1.68M -$101K -592 -6%
BL
1999
Balentine LLC
Georgia
$1.67M -$659K -3,871 -28%
PFA
2000
Plotkin Financial Advisors
Maryland
$1.67M – – –
78 79
80
81 82