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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
1926
Advocacy Wealth Management Services
Georgia
$197K -$96.2K -1,194 -33%
JAM
1927
Jolley Asset Management
North Carolina
$196K +$38.7K +480 +25%
CWM
1928
Catamount Wealth Management
Connecticut
$194K +$92.8K +1,152 +96%
SHJ
1929
Sharkey, Howes & Javer
Colorado
$191K -$22.8K -283 -11%
BCM
1930
Blume Capital Management
California
$189K -$33.8K -420 -15%
IWC
1931
Integrated Wealth Counsel
California
$189K – – –
RPG
1932
Risk Paradigm Group
Texas
$187K -$1.21K -15 -0.7%
AIM
1933
Arcadia Investment Management
Michigan
$183K +$10.7K +133 +6%
RWG
1934
Regal Wealth Group
California
$181K – – –
RAM
1935
Riggs Asset Management
Pennsylvania
$181K – – –
WA
1936
Winfield Associates
Ohio
$169K +$31.4K +390 +23%
HSA
1937
Hussman Strategic Advisors
Maryland
$165K – – –
CAL
1938
Capital Analysts LLC
Pennsylvania
$153K +$16.9K +210 +13%
CCMW
1939
Cypress Capital Management (Wyoming)
Wyoming
$152K – – –
LWA
1940
Lenox Wealth Advisors
New York
$151K -$6.77K -84 -4%
KCP
1941
KDI Capital Partners
North Carolina
$140K -$556K -6,900 -80%
HF
1942
Hoxton Financial
West Virginia
$139K – – –
CGH
1943
Cleary Gull Holdings
Wisconsin
$139K +$121K +1,500 +750%
LOT
1944
Lombard Odier Transatlantic
Quebec, Canada
$124K – – –
CFN
1945
Cordasco Financial Network
Florida
$123K – – –
PHK
1946
Point72 Hong Kong
Hong Kong
$115K +$113K +1,400 New
BMM
1947
Buffington Mohr McNeal
Idaho
$114K +$111K +1,380 New
DIA
1948
Davidson Investment Advisors
Montana
$102K +$40.3K +500 +68%
WCM
1949
Wealthcare Capital Management
Virginia
$101K -$17.6K -218 -15%
IC
1950
IKOS CIF
Cyprus
$100K +$97.5K +1,210 New
76 77
78
79 80