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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1976
Edgestream Partners
New Jersey
$1.44M -$1.26M -8,529 -46%
AGP
1977
Autumn Glory Partners
Texas
$1.44M +$16.4K +111 +1%
PMFA
1978
Plante Moran Financial Advisors
Michigan
$1.44M -$176K -1,191 -11%
YIM
1979
Yoffe Investment Management
Pennsylvania
$1.44M – – –
BWA
1980
Beam Wealth Advisors
Louisiana
$1.44M -$106K -719 -7%
WP
1981
WealthShield Partners
North Carolina
$1.44M +$28.5K +193 +2%
PFA
1982
Plotkin Financial Advisors
Maryland
$1.44M – – –
PCA
1983
Prosperity Capital Advisors
Ohio
$1.44M +$231K +1,566 +19%
WSCM
1984
Wellington Shields Capital Management
New York
$1.43M -$63.4K -430 -4%
CGH
1985
CMG Global Holdings
Texas
$1.43M -$6.34K -43 -0.5%
RGF
1986
Retirement Guys Formula
Ohio
$1.43M +$992K +6,725 +206%
TCOTS
1987
Trust Company of the South
North Carolina
$1.43M +$156K +1,061 +12%
DWM
1988
Diversify Wealth Management
Utah
$1.43M -$525K -3,561 -26%
CST
1989
Charles Schwab Trust
Nevada
$1.43M +$96.6K +655 +7%
PWA
1990
Providence Wealth Advisors
Illinois
$1.42M -$28K -190 -2%
SIC
1991
Samalin Investment Counsel
New York
$1.42M +$8.11K +55 +0.6%
HCM
1992
Hutchinson Capital Management
California
$1.42M +$4.72K +32 +0.3%
RYIA
1993
Roehl & Yi Investment Advisors
Oregon
$1.42M +$14.7K +100 +1%
FMTCOCP
1994
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.42M -$38.9K -264 -3%
OBWG
1995
Onyx Bridge Wealth Group
New York
$1.42M -$93.6K -635 -6%
KSB
1996
Kennebec Savings Bank
Maine
$1.42M +$135K +918 +10%
IIC
1997
Integrated Investment Consultants
Michigan
$1.41M +$407K +2,758 +39%
AHIA
1998
Andrew Hill Investment Advisors
Florida
$1.41M +$1.45M +9,851 New
CFCI
1999
Comprehensive Financial Consultants Institutional
Indiana
$1.41M +$75.9K +515 +6%
SP
2000
Successful Portfolios
Florida
$1.41M +$11.6K +79 +0.8%
78 79
80
81 82