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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
AEPG
1501
American Economic Planning Group
New Jersey
$840K +$1.91K +25 +0.2%
CFC
1502
Coyle Financial Counsel
Illinois
$837K +$806K +10,545 New
SAM
1503
Sawgrass Asset Management
Florida
$836K +$15.3K +200 +2%
NFGCM
1504
Norman Fields Gottscho Capital Management
New York
$835K – – –
RWA
1505
River Wealth Advisors
Pennsylvania
$832K -$52K -681 -6%
ADL
1506
Asset Dedication LLC
California
$831K +$800K +10,463 New
NBG
1507
Nancy B. Gardiner
$828K +$797K +10,432 New
RP
1508
Rowlandmiller & Partners
Georgia
$825K +$78K +1,021 +11%
NEPWA
1509
New England Private Wealth Advisors
Massachusetts
$822K -$280K -3,661 -26%
ZIG
1510
Zuckerman Investment Group
Illinois
$822K -$145K -1,900 -16%
AFIA
1511
America First Investment Advisors
Nebraska
$814K – – –
CCM
1512
Coldstream Capital Management
Washington
$813K +$53.2K +696 +7%
RCM
1513
RNC Capital Management
California
$812K +$27.6K +361 +4%
EWM
1514
Empirical Wealth Management
Washington
$808K -$1.55M -20,330 -67%
SRC
1515
Stone Run Capital
New York
$807K – – –
CWP
1516
Capital Wealth Planning
Florida
$805K +$206K +2,700 +36%
SFS
1517
Summit Financial Strategies
Ohio
$803K -$23.8K -311 -3%
CL
1518
Choreo LLC
Illinois
$801K -$5.27K -69 -0.7%
CC
1519
Cornerstone Capital
California
$801K – – –
QCMC
1520
Quantum Capital Management (California)
California
$800K -$307K -4,020 -29%
CFA
1521
CT Financial Advisors
Pennsylvania
$798K -$37.8K -495 -5%
WA
1522
WealthTrust Axiom
Pennsylvania
$797K +$153 +2 +0%
MCM
1523
Mork Capital Management
California
$794K +$764K +10,000 New
MFW
1524
Meristem Family Wealth
Minnesota
$793K +$763K +9,980 New
CBA
1525
Coastal Bridge Advisors
Connecticut
$790K +$760K +9,951 New
59 60
61
62 63