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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1701
Partnervest Advisory Services
California
$878K -$96.1K -1,075 -10%
OIWM
1702
OptiFour Integrated Wealth Management
Virginia
$878K -$19.9K -223 -2%
NEPWA
1703
New England Private Wealth Advisors
Massachusetts
$877K +$22.6K +253 +3%
MSA
1704
Marino Stram & Associates
Massachusetts
$875K +$1.07K +12 +0.1%
BI
1705
Ballast Inc
Kentucky
$873K -$67.8K -758 -7%
WA
1706
WealthTrust Axiom
Pennsylvania
$873K – – –
BPB
1707
Badgley, Phelps & Bell
Washington
$873K +$18.5K +207 +2%
FMTC
1708
Farmers & Merchants Trust Company
California
$872K +$848K +9,484 New
Mount Yale Investment Advisors
1709
Mount Yale Investment Advisors
Colorado
$871K +$294K +3,288 +59%
CG
1710
Corundum Group
Colorado
$871K +$847K +9,477 New
MWP
1711
MYCIO Wealth Partners
Pennsylvania
$869K +$114K +1,274 +16%
ECAM
1712
East Coast Asset Management
Massachusetts
$867K -$44.7K -500 -5%
KWA
1713
KCS Wealth Advisory
California
$866K +$16.7K +187 +2%
FCMC
1714
Founders Capital Management (Connecticut)
Connecticut
$860K +$26.8K +300 +3%
GHAM
1715
Gilman Hill Asset Management
Connecticut
$860K +$408K +4,568 +95%
Meridian Wealth Management
1716
Meridian Wealth Management
Kentucky
$859K -$37.4K -418 -4%
QI
1717
Qtron Investments
Massachusetts
$858K +$835K +9,335 New
BEAM
1718
Baker Ellis Asset Management
Washington
$857K – – –
EWM
1719
Elmwood Wealth Management
California
$853K +$25.4K +284 +3%
SCA
1720
STALEY CAPITAL ADVISERS
Pennsylvania
$851K – – –
VC
1721
Vicus Capital
Pennsylvania
$849K -$212K -2,366 -20%
SJIM
1722
St. Johns Investment Management
Florida
$849K -$25.5K -285 -3%
CFS
1723
CRA Financial Services
New Jersey
$849K +$825K +9,232 New
TWM
1724
Titus Wealth Management
California
$848K -$21.9K -245 -3%
CWM
1725
Connecticut Wealth Management
Connecticut
$848K -$11K -123 -1%