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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1951
Americafirst Capital Management
California
$119K – – –
LWA
1952
Lenox Wealth Advisors
New York
$109K -$54.8K -631 -34%
AWMS
1953
Advocacy Wealth Management Services
Georgia
$108K -$19.5K -225 -16%
MS
1954
Marshall & Sullivan
Washington
$108K – – –
SEIA
1955
Signature Estate & Investment Advisors
California
$106K -$22.3K -257 -18%
AIC
1956
Ayalon Insurance Company
Israel
$104K – – –
LOT
1957
Lombard Odier Transatlantic
Quebec, Canada
$102K -$30.4K -350 -23%
CFN
1958
Cordasco Financial Network
Florida
$102K – – –
ANBT
1959
American National Bank & Trust
Texas
$102K +$68.4K +788 +226%
TJHA
1960
Thomas J. Herzfeld Advisors
Florida
$101K +$434 +5 +0.4%
AWM
1961
AllSquare Wealth Management
New York
$93K – – –
LWA
1962
Lowe Wealth Advisors
Maryland
$92K +$68.6K +790 +331%
SAC
1963
Smith Affiliated Capital
New York
$89.8K – – –
RFWA
1964
RPg Family Wealth Advisory
Massachusetts
$86.9K -$32.1K -370 -28%
SIG
1965
Stanford Investment Group
California
$85K +$869 +10 +1%
LYV
1966
Live Your Vision
Pennsylvania
$84K +$81K +933 New
NHFG
1967
New Harbor Financial Group
Massachusetts
$80K +$43.4K +500 +125%
HL
1968
Harding Loevner
New Jersey
$72K – – –
WAS
1969
WESPAC Advisors SoCal
California
$66.1K – – –
HCM
1970
Horrell Capital Management
Arkansas
$60K – – –
HWP
1971
Hefty Wealth Partners
Indiana
$57K +$42.5K +489 +322%
CFG
1972
CKW Financial Group
Hawaii
$54K – – –
KAS
1973
Kemnay Advisory Services
New York
$54K – – –
BC
1974
Barnett & Company
Tennessee
$53K +$20.3K +234 +65%
RI
1975
Redwood Investments
Massachusetts
$49K – – –
77 78
79
80 81