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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1926
Parkside Advisors
California
$380K -$9.16K -112 -2%
BHB
1927
Bank Hapoalim BM
Israel
$379K – – –
DWM
1928
Dynasty Wealth Management
Florida
$379K +$373K +4,559 New
MPM
1929
Meritage Portfolio Management
Kansas
$378K – – –
TCM
1930
Tradition Capital Management
New Jersey
$377K -$136K -1,657 -27%
HCC
1931
Hirtle Callaghan & Co
Pennsylvania
$375K -$184K -2,250 -33%
CCM
1932
Carlson Capital Management
Minnesota
$372K -$16.4K -200 -4%
TIA
1933
Tiemann Investment Advisors
California
$372K +$5.56K +68 +2%
HWA
1934
Heritage Wealth Advisors
Virginia
$371K +$8.18K +100 +2%
STB
1935
S&T Bank
Pennsylvania
$370K -$19.1K -234 -5%
MFS
1936
McNamara Financial Services
Massachusetts
$369K – – –
CF
1937
Centaurus Financial
California
$367K -$1.92M -23,429 -85%
SSG
1938
Summit Securities Group
New York
$366K -$1.05M -12,800 -74%
AW
1939
Alpha Windward
Massachusetts
$364K -$3.76K -46 -1%
RIS
1940
Retirement Income Solutions
Michigan
$362K +$79.3K +970 +29%
LSCM
1941
LaSalle Street Capital Management
Illinois
$361K -$1.33M -16,216 -79%
ALIONA
1942
Allianz Life Insurance of North America
Minnesota
$359K +$38.7K +473 +12%
FFW
1943
Fusion Family Wealth
New York
$358K -$8.75K -107 -2%
MIC
1944
Meridian Investment Counsel
California
$352K -$24K -294 -7%
LWM
1945
Lyell Wealth Management
California
$352K – – –
RRC
1946
Relaxing Retirement Coach
Massachusetts
$352K +$346K +4,228 New
BAAM
1947
Baker Avenue Asset Management
California
$350K -$21.3K -261 -6%
DLHL
1948
Donald L. Hagan LLC
Florida
$349K -$4.09K -50 -1%
OIM
1949
Orca Investment Management
Oregon
$349K +$2.04K +25 +0.6%
MAA
1950
Mraz Amerine & Associates
California
$348K -$11.9K -145 -3%
76 77
78
79 80