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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
1926
McNamara Financial Services
Massachusetts
$346K +$22.6K +300 +7%
AW
1927
Alpha Windward
Massachusetts
$345K +$10.2K +136 +3%
FFW
1928
Fusion Family Wealth
New York
$344K – – –
EF
1929
Empirical Finance
Pennsylvania
$343K -$112K -1,487 -25%
TIA
1930
Tiemann Investment Advisors
California
$343K -$37.4K -497 -10%
APG
1931
Abacus Planning Group
South Carolina
$343K +$33.3K +442 +11%
HWA
1932
Heritage Wealth Advisors
Virginia
$340K – – –
MAA
1933
Mraz Amerine & Associates
California
$338K -$22.3K -296 -6%
ANBT
1934
American National Bank & Trust
Texas
$335K -$169K -2,247 -34%
DLHL
1935
Donald L. Hagan LLC
Florida
$332K -$7.53K -100 -2%
CWM
1936
Confluence Wealth Management
Oregon
$330K -$83.5K -1,110 -21%
GCMG
1937
Gyroscope Capital Management Group
Florida
$330K +$1.81K +24 +0.6%
LWM
1938
Lyell Wealth Management
California
$330K +$83.9K +1,115 +36%
FAM
1939
Flaharty Asset Management
Florida
$329K +$33.6K +447 +12%
ACM
1940
Armbruster Capital Management
New York
$326K – – –
RWMH
1941
Riverpoint Wealth Management Holdings
Illinois
$325K +$39.8K +529 +15%
OIM
1942
Orca Investment Management
Oregon
$325K +$41.5K +551 +15%
MBI
1943
Montrusco Bolton Investments
Quebec, Canada
$322K -$736K -9,780 -70%
LSC
1944
Lesa Sroufe & Co
Washington
$322K -$8.65K -115 -3%
ACM
1945
Adalta Capital Management
New York
$322K – – –
AWP
1946
Ascent Wealth Partners
New York
$322K – – –
JAM
1947
Jolley Asset Management
North Carolina
$322K +$33.1K +440 +12%
WAM
1948
Winslow Asset Management
Ohio
$320K -$3.69K -49 -1%
HCP
1949
Holt Capital Partners
Texas
$320K – – –
PBT
1950
Pictet Bank & Trust
Bahamas
$320K – – –
76 77
78
79 80