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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
OIWM
1701
OptiFour Integrated Wealth Management
Virginia
$878K -$19.9K -223 -2%
NEPWA
1702
New England Private Wealth Advisors
Massachusetts
$877K +$22.6K +253 +3%
MSA
1703
Marino Stram & Associates
Massachusetts
$875K +$1.07K +12 +0.1%
BI
1704
Ballast Inc
Kentucky
$873K -$67.8K -758 -7%
WA
1705
WealthTrust Axiom
Pennsylvania
$873K – – –
BPB
1706
Badgley, Phelps & Bell
Washington
$873K +$18.5K +207 +2%
FMTC
1707
Farmers & Merchants Trust Company
California
$872K +$848K +9,484 New
MYIA
1708
Mount Yale Investment Advisors
Colorado
$871K +$294K +3,288 +59%
CG
1709
Corundum Group
Colorado
$871K +$847K +9,477 New
MWP
1710
MYCIO Wealth Partners
Pennsylvania
$869K +$114K +1,274 +16%
ECAM
1711
East Coast Asset Management
Massachusetts
$867K -$44.7K -500 -5%
KWA
1712
KCS Wealth Advisory
California
$866K +$16.7K +187 +2%
FCMC
1713
Founders Capital Management (Connecticut)
Connecticut
$860K +$26.8K +300 +3%
GHAM
1714
Gilman Hill Asset Management
Connecticut
$860K +$408K +4,568 +95%
MWM
1715
Meridian Wealth Management
Kentucky
$859K -$37.4K -418 -4%
QI
1716
Qtron Investments
Massachusetts
$858K +$835K +9,335 New
BEAM
1717
Baker Ellis Asset Management
Washington
$857K – – –
EWM
1718
Elmwood Wealth Management
California
$853K +$25.4K +284 +3%
SCA
1719
STALEY CAPITAL ADVISERS
Pennsylvania
$851K – – –
VC
1720
Vicus Capital
Pennsylvania
$849K -$212K -2,366 -20%
SJIM
1721
St. Johns Investment Management
Florida
$849K -$25.5K -285 -3%
CFS
1722
CRA Financial Services
New Jersey
$849K +$825K +9,232 New
TWM
1723
Titus Wealth Management
California
$848K -$21.9K -245 -3%
CWM
1724
Connecticut Wealth Management
Connecticut
$848K -$11K -123 -1%
MFP
1725
Meridian Financial Partners
Virginia
$847K +$823K +9,211 New
67 68
69
70 71