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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1951
CapWealth Advisors
Tennessee
$223K -$6.71M -78,746 -97%
ACM
1952
AUA Capital Management
Pennsylvania
$223K +$226K +2,653 New
CIM
1953
Corbyn Investment Management
Maryland
$221K – – –
AA
1954
Alesco Advisors
New York
$220K – – –
RI
1955
Ridgewood Investments
New Jersey
$220K +$223K +2,619 New
TWMP
1956
Taylor Wealth Management Partners
Massachusetts
$219K -$6.55M -76,791 -97%
AIA
1957
AIMZ Investment Advisors
California
$219K -$682 -8 -0.3%
BFIC
1958
Bedell Frazier Investment Counselling
California
$219K – – –
CFD
1959
Creative Financial Designs
Indiana
$219K +$222K +2,600 New
GAAM
1960
Guinness Atkinson Asset Management
California
$218K -$35.8K -420 -14%
EWA
1961
Exencial Wealth Advisors
Oklahoma
$218K -$7.42K -87 -3%
CWM
1962
Catamount Wealth Management
Connecticut
$215K – – –
FHC
1963
Forest Hill Capital
Arkansas
$215K – – –
IP
1964
Intellectus Partners
California
$215K +$218K +2,563 New
WIM
1965
Westside Investment Management
California
$212K +$216K +2,535 New
PFM
1966
Peak Financial Management
Massachusetts
$212K – – –
CCM
1967
Canal Capital Management
Virginia
$212K +$17K +199 +9%
FEG
1968
Fund Evaluation Group
Ohio
$211K – – –
MFS
1969
McNamara Financial Services
Massachusetts
$211K – – –
LIM
1970
Loudon Investment Management
New Hampshire
$211K +$4.09K +48 +2%
RWMH
1971
Riverpoint Wealth Management Holdings
Illinois
$211K +$208K +2,436 New
IIA
1972
IPG Investment Advisors
California
$210K -$44.7K -525 -17%
GCAC
1973
Guardian Capital Advisors (Canada)
Ontario, Canada
$210K -$7.16K -84 -3%
B
1974
Brightworth
Georgia
$210K +$213K +2,495 New
NCM
1975
New Capital Management
Texas
$210K +$213K +2,503 New
77 78
79
80 81