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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1951
The Family Firm
Maryland
$349K -$11.8K -142 -3%
FFW
1952
Fusion Family Wealth
New York
$349K +$9.09K +109 +3%
MPM
1953
Meritage Portfolio Management
Kansas
$348K -$25K -300 -6%
HWA
1954
Heritage Wealth Advisors
Virginia
$345K -$8.34K -100 -2%
HFA
1955
High Falls Advisors
New York
$344K -$16.7K -200 -4%
DLHL
1956
Donald L. Hagan LLC
Florida
$344K +$8.34K +100 +2%
BL
1957
BCWM LLC
Kansas
$343K -$109K -1,311 -23%
GI
1958
Gradient Investments
Minnesota
$342K -$417 -5 -0.1%
AAM
1959
Aureus Asset Management
Massachusetts
$341K -$43K -516 -11%
GAMA
1960
Graticule Asia Macro Advisors
New York
$341K +$359K +4,300 New
PA
1961
Parkside Advisors
California
$340K – – –
AW
1962
Alpha Windward
Massachusetts
$340K +$667 +8 +0.2%
HFA
1963
Huber Financial Advisors
Illinois
$339K +$54.5K +654 +18%
QPWM
1964
Quadrant Private Wealth Management
Pennsylvania
$336K +$117K +1,409 +50%
LSC
1965
Lesa Sroufe & Co
Washington
$336K +$354K +4,240 New
PP
1966
PagnatoKarp Partners
Virginia
$335K -$202K -2,422 -36%
RRC
1967
Relaxing Retirement Coach
Massachusetts
$335K – – –
GCMG
1968
Gyroscope Capital Management Group
Florida
$334K +$15.8K +189 +5%
SCA
1969
Sippican Capital Advisors
Massachusetts
$333K -$16.7K -200 -5%
AAP
1970
Arax Advisory Partners
Colorado
$332K -$25.8K -309 -7%
IP
1971
Intellectus Partners
California
$332K – – –
ACM
1972
Armbruster Capital Management
New York
$331K -$6.25K -75 -2%
WAM
1973
Winslow Asset Management
Ohio
$329K -$23.9K -287 -6%
MFS
1974
McNamara Financial Services
Massachusetts
$328K +$25K +300 +8%
QCIG
1975
Quad-Cities Investment Group
Iowa
$328K +$343K +4,115 New
77 78
79
80 81