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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1776
Klingman & Associates
New York
$278K +$269K +3,060 New
NCM
1777
Nelson Capital Management
California
$276K -$4.75K -54 -2%
FSA
1778
Financial Sense Advisors
California
$276K +$267K +3,032 New
IG
1779
Ithaka Group
Virginia
$273K – – –
RVP
1780
Relative Value Partners
Illinois
$273K – – –
LWA
1781
Lenox Wealth Advisors
New York
$272K -$9.15K -104 -3%
BJ
1782
Brouwer & Janachowski
California
$271K -$15.5K -176 -6%
CP
1783
Corbenic Partners
Pennsylvania
$271K +$18.3K +208 +8%
TSBJ
1784
Trevor, Stewart, Burton & Jacobsen
New York
$270K -$3.52K -40 -1%
WA
1785
Waverly Advisors
Alabama
$270K +$22.5K +256 +9%
FTI
1786
Fiduciary Trust International
Massachusetts
$270K +$261K +2,963 New
PVWM
1787
Point View Wealth Management
New Jersey
$270K +$261K +2,967 New
DSN
1788
D. Scott Neal
Kentucky
$268K – – –
SWA
1789
SFMG Wealth Advisors
Texas
$265K +$30.8K +350 +14%
WAM
1790
Wood Asset Management
Florida
$264K -$1.91M -21,680 -88%
SCP
1791
Seizert Capital Partners
Michigan
$263K – – –
HKIM
1792
Hayek Kallen Investment Management
Alabama
$263K +$19.9K +226 +8%
HC
1793
Hendley & Co
Ohio
$258K – – –
PRCM
1794
Pine River Capital Management
Minnesota
$255K -$1.33M -15,153 -84%
WCM
1795
Weatherstone Capital Management
Colorado
$255K +$246K +2,798 New
CWM
1796
Confluence Wealth Management
Oregon
$250K +$10.7K +122 +5%
RCP
1797
Rothschild Capital Partners
New York
$248K – – –
BFPW
1798
BOK Financial Private Wealth
Colorado
$246K – – –
USGIU
1799
U.S. Global Investors (USGI)
Texas
$246K +$238K +2,700 New
NEPPG
1800
New England Professional Planning Group
Rhode Island
$246K +$253K +2,874 New
70 71
72
73 74