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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
1526
Community Financial Services Group
Vermont
$690K -$4.47K -52 -0.6%
MSFP
1527
Mark Sheptoff Financial Planning
Connecticut
$688K -$86K -1,000 -11%
CS
1528
Credential Securities
$686K +$54.9K +639 +8%
Destination Wealth Management
1529
Destination Wealth Management
California
$685K -$59.5K -692 -8%
BPB
1530
Badgley, Phelps & Bell
Washington
$678K -$66.5K -773 -9%
Obermeyer Wealth Partners
1531
Obermeyer Wealth Partners
Colorado
$676K +$5.85K +68 +0.8%
Caprock Group
1532
Caprock Group
Idaho
$668K +$6.45K +75 +0.9%
BAM
1533
Banta Asset Management
California
$664K -$67.1K -780 -9%
SCG
1534
Sonata Capital Group
Washington
$664K +$25.6K +298 +4%
HDIM
1535
Hanson & Doremus Investment Management
Vermont
$660K – – –
PAWC
1536
P.A.W. Capital
Connecticut
$656K -$34.4K -400 -5%
FNT
1537
First Nebraska Trust
Nebraska
$650K – – –
CAM
1538
Cubic Asset Management
Massachusetts
$648K +$10.9K +127 +2%
PA
1539
Planning Alternatives
Michigan
$645K +$37.8K +440 +6%
GIA
1540
Granite Investment Advisors
New Hampshire
$643K – – –
Dynamic Advisor Solutions
1541
Dynamic Advisor Solutions
Arizona
$641K +$166K +1,934 +33%
Allworth Financial
1542
Allworth Financial
California
$637K +$73.4K +854 +12%
PAM
1543
Peninsula Asset Management
Florida
$633K -$10.7K -125 -2%
CNAM
1544
Campbell Newman Asset Management
Wisconsin
$629K – – –
BW
1545
Bison Wealth
Georgia
$628K +$108K +1,252 +20%
PAS
1546
Partnervest Advisory Services
California
$622K +$34.5K +401 +6%
AIM
1547
Assured Investment Management
New York
$621K +$651K +7,577 New
ZCA
1548
Zeke Capital Advisors
Pennsylvania
$620K -$6.71K -78 -1%
WRM
1549
Weybosset Research & Management
Rhode Island
$619K -$30K -349 -4%
SC
1550
Stralem & Co
New York
$619K – – –