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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1951
Bouchey Financial Group
New York
$224K +$8.27K +97 +4%
CA
1952
CapWealth Advisors
Tennessee
$223K -$6.71M -78,746 -97%
ACM
1953
AUA Capital Management
Pennsylvania
$223K +$226K +2,653 New
CIM
1954
Corbyn Investment Management
Maryland
$221K – – –
AA
1955
Alesco Advisors
New York
$220K – – –
RI
1956
Ridgewood Investments
New Jersey
$220K +$223K +2,619 New
TWMP
1957
Taylor Wealth Management Partners
Massachusetts
$219K -$6.55M -76,791 -97%
AIA
1958
AIMZ Investment Advisors
California
$219K -$682 -8 -0.3%
BFIC
1959
Bedell Frazier Investment Counselling
California
$219K – – –
CFD
1960
Creative Financial Designs
Indiana
$219K +$222K +2,600 New
GAAM
1961
Guinness Atkinson Asset Management
California
$218K -$35.8K -420 -14%
EWA
1962
Exencial Wealth Advisors
Oklahoma
$218K -$7.42K -87 -3%
CWM
1963
Catamount Wealth Management
Connecticut
$215K – – –
FHC
1964
Forest Hill Capital
Arkansas
$215K – – –
IP
1965
Intellectus Partners
California
$215K +$218K +2,563 New
WIM
1966
Westside Investment Management
California
$212K +$216K +2,535 New
PFM
1967
Peak Financial Management
Massachusetts
$212K – – –
CCM
1968
Canal Capital Management
Virginia
$212K +$17K +199 +9%
FEG
1969
Fund Evaluation Group
Ohio
$211K – – –
MFS
1970
McNamara Financial Services
Massachusetts
$211K – – –
LIM
1971
Loudon Investment Management
New Hampshire
$211K +$4.09K +48 +2%
RWMH
1972
Riverpoint Wealth Management Holdings
Illinois
$211K +$208K +2,436 New
IIA
1973
IPG Investment Advisors
California
$210K -$44.7K -525 -17%
GCAC
1974
Guardian Capital Advisors (Canada)
Ontario, Canada
$210K -$7.16K -84 -3%
B
1975
Brightworth
Georgia
$210K +$213K +2,495 New
77 78
79
80 81