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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1951
Exencial Wealth Advisors
Oklahoma
$247K -$1.59K -18 -0.6%
LGC
1952
Laurel Grove Capital
California
$247K – – –
HWM
1953
Highwater Wealth Management
Colorado
$245K -$39K -442 -14%
CFA
1954
Capstone Financial Advisors
Illinois
$245K -$5.64K -64 -2%
MIM
1955
Midwest Investment Management
Ohio
$244K – – –
BIAS
1956
Beacon Investment Advisory Services
New Jersey
$243K -$59.3K -673 -19%
TCM
1957
Tuttle Capital Management
Connecticut
$243K +$246K +2,790 New
JWM
1958
Jacobus Wealth Management
Wisconsin
$240K +$242K +2,750 New
EF
1959
Empirical Finance
Pennsylvania
$238K +$241K +2,730 New
CFIA
1960
Cantor Fitzgerald Investment Advisors
New York
$236K +$239K +2,708 New
SSI
1961
Scott & Selber Inc
Texas
$235K -$2.23M -25,349 -90%
MFS
1962
McNamara Financial Services
Massachusetts
$235K -$10K -114 -4%
YMRC
1963
Yorktown Management & Research Company
Virginia
$235K – – –
ECM
1964
Evergreen Capital Management
Washington
$234K +$237K +2,684 New
RS
1965
Robeco Schweiz
Switzerland
$232K – – –
TCM
1966
Traynor Capital Management
Pennsylvania
$231K -$79.8K -905 -26%
WAS
1967
Winch Advisory Services
Wisconsin
$228K +$7.76K +88 +3%
AIA
1968
AIMZ Investment Advisors
California
$227K – – –
LD
1969
Lipe & Dalton
New York
$227K – – –
TWMP
1970
Taylor Wealth Management Partners
Massachusetts
$227K – – –
SIM
1971
Sterling Investment Management
Arizona
$227K +$88 +1 +0%
LIM
1972
Loudon Investment Management
New Hampshire
$227K +$11.8K +134 +5%
CFD
1973
Creative Financial Designs
Indiana
$226K – – –
GAAM
1974
Guinness Atkinson Asset Management
California
$226K – – –
NCM
1975
New Capital Management
Texas
$225K – – –
77 78
79
80 81