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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1551
Capital Wealth Planning
Florida
$536K -$1.77M -23,650 -76%
BDF
1552
Balasa Dinverno & Foltz
$535K -$111K -1,474 -17%
CNAM
1553
Campbell Newman Asset Management
Wisconsin
$534K – – –
PAS
1554
Partnervest Advisory Services
California
$527K -$26.8K -357 -5%
DI
1555
Diligent Investors
California
$525K -$6.45K -86 -1%
WA
1556
Wealth Architects
California
$522K -$17.8K -238 -3%
AL
1557
AJO LP
Pennsylvania
$521K – – –
ECM
1558
EagleClaw Capital Management
Massachusetts
$521K – – –
LFR
1559
Lehman Financial Resources
Pennsylvania
$520K -$20.2K -270 -4%
HC
1560
Hourglass Capital
Texas
$519K – – –
FNT
1561
First Nebraska Trust
Nebraska
$517K +$4.5K +60 +0.8%
MWP
1562
MYCIO Wealth Partners
Pennsylvania
$517K +$38.2K +509 +8%
CPS
1563
Counsel Portfolio Services
Ontario, Canada
$516K +$99.2K +1,323 +23%
MCM
1564
MV Capital Management
Maryland
$510K +$29.5K +394 +6%
VIMU
1565
Veritas Investment Management (UK)
United Kingdom
$505K -$154K -2,050 -23%
TC
1566
Telemus Capital
Michigan
$505K -$5.02K -67 -0.9%
LRIC
1567
Long Road Investment Counsel
Michigan
$505K – – –
TCM
1568
Tradition Capital Management
New Jersey
$504K -$25.1K -335 -5%
SCA
1569
Sippican Capital Advisors
Massachusetts
$502K -$11.2K -150 -2%
BMCMI
1570
Bryn Mawr Capital Management Inc
Pennsylvania
$500K -$378K -5,043 -42%
MWM
1571
Mission Wealth Management
California
$499K +$19K +254 +4%
TCB
1572
Texas Capital Bancshares
Texas
$499K +$23.9K +319 +5%
KS
1573
Karpas Strategies
Connecticut
$497K – – –
BRWM
1574
B. Riley Wealth Management
Tennessee
$496K +$16.6K +222 +3%
QSS
1575
Quantitative Systematic Strategies
Florida
$494K +$515K +6,869 New
61 62
63
64 65