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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1601
Mark Sheptoff Financial Planning
Connecticut
$803K – – –
NI
1602
Numeric Investors
Massachusetts
$799K -$7.63M -87,900 -91%
SA
1603
SL Advisors
New Jersey
$798K -$329K -3,788 -30%
PO
1604
Private Ocean
California
$797K -$203K -2,337 -21%
TA
1605
Tiedemann Advisors
New York
$797K +$796K +9,168 New
JMH
1606
J.M. Hartwell
New York
$794K – – –
WRM
1607
Westport Resources Management
Connecticut
$790K -$870K -10,012 -53%
HIC
1608
Hartline Investment Corp
Illinois
$783K – – –
HF
1609
HRT Financial
New York
$782K +$534K +6,149 +240%
MCM
1610
MV Capital Management
Maryland
$778K -$32.2K -371 -4%
SIM
1611
SSI Investment Management
California
$772K -$9.47K -109 -1%
ED
1612
Exane Derivatives
France
$772K -$456K -5,251 -38%
AIM
1613
Assured Investment Management
New York
$765K -$931K -10,714 -56%
SAA
1614
Southeast Asset Advisors
Georgia
$763K -$20K -230 -3%
PLFAM
1615
Pineno Levin & Ford Asset Management
Virginia
$761K -$53K -610 -7%
KF
1616
Krilogy Financial
Missouri
$756K +$9.64K +111 +1%
PAS
1617
Partnervest Advisory Services
California
$752K +$18.9K +218 +3%
RIG
1618
Roosevelt Investment Group
New York
$751K – – –
BPB
1619
Badgley, Phelps & Bell
Washington
$750K -$20.3K -234 -3%
SMH
1620
Sanders Morris Harris
Texas
$748K -$2.35K -27 -0.3%
GS
1621
Girard Securities
California
$743K +$11.5K +132 +2%
CFA
1622
CT Financial Advisors
Pennsylvania
$743K -$7.73K -89 -1%
CA
1623
Capital Advantage
California
$736K -$32K -369 -4%
CWM
1624
Connecticut Wealth Management
Connecticut
$733K +$721K +8,302 New
NC
1625
NewSquare Capital
Pennsylvania
$731K +$36.2K +417 +5%
63 64
65
66 67