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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
SMI
651
Shelter Mutual Insurance
Missouri
$12.2M – – –
CIC
652
Carnegie Investment Counsel
Ohio
$12.2M +$585K +4,172 +5%
RC
653
Randolph Company
Ohio
$12.1M -$701 -5 -0%
MA
654
Montag & Associates
Georgia
$12.1M -$425K -3,033 -4%
PFO
655
Pathstone Family Office
New Jersey
$12.1M +$3.82M +27,248 +42%
BL
656
Balentine LLC
Georgia
$12M +$2.15M +15,364 +24%
TCM
657
Telos Capital Management
California
$11.8M +$572K +4,078 +6%
GCC
658
Guardian Capital (Canada)
Ontario, Canada
$11.8M -$42.6K -304 -0.4%
IC
659
IEQ Capital
California
$11.8M -$1.36M -9,726 -11%
CNB
660
Camden National Bank
Maine
$11.6M -$187K -1,331 -2%
CCB
661
Country Club Bank
Missouri
$11.6M -$302K -2,157 -3%
HRC
662
Hoertkorn Richard Charles
$11.6M – – –
MJP
663
Michael J. Puzo
$11.6M +$139K +991 +1%
BHIA
664
Birch Hill Investment Advisors
Massachusetts
$11.6M -$780K -5,565 -7%
DWA
665
Douglass Winthrop Advisors
New York
$11.6M -$202K -1,442 -2%
TCOT
666
Trust Company of Toledo
Ohio
$11.6M +$24.1K +172 +0.2%
BFM
667
Boston Financial Management
Massachusetts
$11.5M +$12.9K +92 +0.1%
PWP
668
Principle Wealth Partners
Connecticut
$11.5M -$64.5K -460 -0.6%
SIG
669
Stonegate Investment Group
Alabama
$11.4M -$73.5K -524 -0.7%
BFS
670
Bard Financial Services
Connecticut
$11.4M -$29.4K -210 -0.3%
AAM
671
AR Asset Management
California
$11.4M – – –
AP
672
Appleton Partners
Massachusetts
$11.4M -$81.2K -579 -0.8%
FFP
673
FourThought Financial Partners
Florida
$11.3M +$10.5M +74,875 New
RDFA
674
Ritter Daniher Financial Advisory
Ohio
$11.3M -$151K -1,079 -1%
BPCE
675
Bank Pictet & Cie (Europe)
Germany
$11.3M -$338K -2,411 -3%
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