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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1926
Armis Advisers
Georgia
$1.9M +$1.39M +8,286 +260%
FIM
1927
Freedom Investment Management
Connecticut
$1.9M +$184K +1,100 +11%
PWA
1928
Providence Wealth Advisors
Illinois
$1.9M +$264K +1,576 +16%
IPW
1929
Inlet Private Wealth
Florida
$1.89M – – –
CWP
1930
Core Wealth Partners
California
$1.89M +$81.2K +485 +5%
CF
1931
Centaurus Financial
California
$1.88M +$42.2K +252 +2%
FMLI
1932
Fukoku Mutual Life Insurance
Japan
$1.88M -$18.4K -110 -1%
EBT
1933
Enterprise Bank & Trust
Massachusetts
$1.88M +$12.6K +75 +0.7%
WFI
1934
West Family Investments
California
$1.88M -$110K -659 -6%
CBT
1935
Crews Bank & Trust
Florida
$1.88M -$28.6K -171 -2%
ONST
1936
Old North State Trust
North Carolina
$1.88M – – –
TS
1937
Triglav Skladi
Slovenia
$1.88M – – –
SWMG
1938
Sard Wealth Management Group
Georgia
$1.88M -$81.9K -489 -4%
GRQ
1939
Gardner Russo & Quinn
Pennsylvania
$1.87M -$2.14M -12,754 -54%
LWM
1940
Lakeridge Wealth Management
Ohio
$1.87M +$30.8K +184 +2%
BLC
1941
Brown, Lisle/Cummings
Rhode Island
$1.87M +$287K +1,713 +18%
APWA
1942
Atlas Private Wealth Advisors
New Jersey
$1.86M -$950K -5,671 -34%
GSEP
1943
Golden State Equity Partners
California
$1.86M +$462K +2,761 +34%
BOJHT
1944
Bank of Jackson Hole Trust
Wyoming
$1.85M -$502 -3 -0%
AW
1945
Alteri Wealth
California
$1.85M +$32K +191 +2%
BFC
1946
Blue Fin Capital
Rhode Island
$1.85M +$63.8K +381 +4%
AFS
1947
Access Financial Services
Minnesota
$1.84M +$568K +3,392 +46%
SIS
1948
Strategic Investment Solutions
Illinois
$1.84M -$63.3K -378 -3%
DBIA
1949
Dumont & Blake Investment Advisors
New Jersey
$1.84M +$10K +60 +0.6%
BWM
1950
Birchcreek Wealth Management
Ohio
$1.84M -$49.7K -297 -3%
76 77
78
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