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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1901
Clear Perspective Advisors
Illinois
$790K -$132K -1,101 -13%
LCS
1902
Levin Capital Strategies
New York
$790K – – –
PFGIA
1903
Patriot Financial Group Insurance Agency
Massachusetts
$789K +$93.6K +780 +12%
SWG
1904
Summit Wealth Group
Vermont
$787K – – –
HPWM
1905
Highland Private Wealth Management
Washington
$786K +$7.68K +64 +0.9%
LC
1906
Lincoln Capital
Nebraska
$785K -$12.7K -106 -1%
PIM
1907
Provident Investment Management
Michigan
$783K – – –
AWM
1908
Atticus Wealth Management
Florida
$783K +$61.6K +513 +8%
WP
1909
WealthShield Partners
North Carolina
$782K -$126K -1,048 -13%
NCM
1910
Noesis Capital Mangement
Florida
$781K -$33.1K -276 -4%
BCA
1911
Bay Colony Advisors
Massachusetts
$781K +$2.64K +22 +0.3%
CWM
1912
Cabot Wealth Management
Massachusetts
$779K +$6.6K +55 +0.8%
SIM
1913
SSI Investment Management
California
$776K -$9.48K -79 -1%
LRIC
1914
Long Road Investment Counsel
Michigan
$776K +$204K +1,700 +32%
PCP
1915
Proficio Capital Partners
Massachusetts
$775K +$288K +2,399 +53%
HCM
1916
HMS Capital Management
Tennessee
$774K -$754K -6,280 -47%
SGA
1917
Strategic Global Advisors
California
$774K +$429K +3,572 +103%
PFC
1918
Phocas Financial Corp
California
$772K -$9.6K -80 -1%
FA
1919
FMA Advisory
Pennsylvania
$771K -$93.1K -776 -10%
MYIA
1920
Mount Yale Investment Advisors
Colorado
$771K -$36.6K -305 -4%
APSI
1921
Asset Planning Services Inc
Louisiana
$770K -$48K -400 -5%
LCH
1922
Lee Capital Holdings
New York
$770K +$120K +1,000 +17%
PL
1923
Polianta Ltd
Jersey
$770K +$840K +7,000 New
FBC
1924
Fairfield, Bush & Co
Connecticut
$767K -$6K -50 -0.7%
JF
1925
JSF Financial
California
$767K +$206K +1,713 +33%
75 76
77
78 79