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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1526
Mark Sheptoff Financial Planning
Connecticut
$688K -$86K -1,000 -11%
CS
1527
Credential Securities
$686K +$54.9K +639 +8%
DWM
1528
Destination Wealth Management
California
$685K -$59.5K -692 -8%
BPB
1529
Badgley, Phelps & Bell
Washington
$678K -$66.5K -773 -9%
OWP
1530
Obermeyer Wealth Partners
Colorado
$676K +$5.85K +68 +0.8%
CG
1531
Caprock Group
Idaho
$668K +$6.45K +75 +0.9%
BAM
1532
Banta Asset Management
California
$664K -$67.1K -780 -9%
SCG
1533
Sonata Capital Group
Washington
$664K +$25.6K +298 +4%
HDIM
1534
Hanson & Doremus Investment Management
Vermont
$660K – – –
PAWC
1535
P.A.W. Capital
Connecticut
$656K -$34.4K -400 -5%
FNT
1536
First Nebraska Trust
Nebraska
$650K – – –
CAM
1537
Cubic Asset Management
Massachusetts
$648K +$10.9K +127 +2%
PA
1538
Planning Alternatives
Michigan
$645K +$37.8K +440 +6%
GIA
1539
Granite Investment Advisors
New Hampshire
$643K – – –
DAS
1540
Dynamic Advisor Solutions
Arizona
$641K +$166K +1,934 +33%
AF
1541
Allworth Financial
California
$637K +$73.4K +854 +12%
PAM
1542
Peninsula Asset Management
Florida
$633K -$10.7K -125 -2%
CNAM
1543
Campbell Newman Asset Management
Wisconsin
$629K – – –
BW
1544
Bison Wealth
Georgia
$628K +$108K +1,252 +20%
PAS
1545
Partnervest Advisory Services
California
$622K +$34.5K +401 +6%
AIM
1546
Assured Investment Management
New York
$621K +$651K +7,577 New
ZCA
1547
Zeke Capital Advisors
Pennsylvania
$620K -$6.71K -78 -1%
WRM
1548
Weybosset Research & Management
Rhode Island
$619K -$30K -349 -4%
SC
1549
Stralem & Co
New York
$619K – – –
EAM
1550
Evanson Asset Management
California
$616K -$53.2K -619 -8%
60 61
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63 64