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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1951
Sheets Smith Wealth Management
North Carolina
$320K +$2.18K +29 +0.7%
MC
1952
Mathes Company
New York
$320K +$75.3K +1,000 +32%
RS
1953
Robeco Schweiz
Switzerland
$319K – – –
RTS
1954
Round Table Services
New Jersey
$319K +$308K +4,092 New
BL
1955
BCWM LLC
Kansas
$318K -$18.4K -245 -6%
SA
1956
SRH Advisors
Kansas
$318K +$15.1K +200 +5%
PGWM
1957
Parisi Gray Wealth Management
New Jersey
$317K -$71.4K -949 -19%
AAP
1958
Arax Advisory Partners
Colorado
$315K -$11.7K -156 -4%
AF
1959
Affiance Financial
Minnesota
$315K +$73.5K +976 +32%
QCIG
1960
Quad-Cities Investment Group
Iowa
$314K -$7.45K -99 -2%
AWA
1961
Acorn Wealth Advisors
Michigan
$314K +$903 +12 +0.3%
SFFS
1962
Stonehage Fleming Financial Services
Jersey
$312K -$356K -4,727 -54%
ALIONA
1963
Allianz Life Insurance of North America
Minnesota
$309K -$129K -1,714 -31%
CCA
1964
Conestoga Capital Advisors
Pennsylvania
$308K – – –
BWFA
1965
Baltimore-Washington Financial Advisors
Maryland
$308K +$15.1K +201 +5%
CW
1966
Cobiz Wealth
Colorado
$302K -$203K -2,692 -41%
WA
1967
Wealth Architects
California
$300K +$13.9K +185 +5%
RHBC
1968
R.H. Bluestein & Co
Michigan
$299K – – –
ATFA
1969
All Terrain Financial Advisors
Minnesota
$298K +$75.4K +1,002 +36%
SLT
1970
St Louis Trust
Missouri
$297K -$406K -5,400 -59%
OFW
1971
Omnia Family Wealth
Florida
$297K -$49.1K -652 -15%
CM
1972
Castleark Management
Illinois
$297K – – –
HBWM
1973
Hollow Brook Wealth Management
New York
$297K +$7.53K +100 +3%
MYIA
1974
Mount Yale Investment Advisors
Colorado
$297K +$36.8K +489 +15%
LIM
1975
Loudon Investment Management
New Hampshire
$295K +$89.3K +1,187 +46%
77 78
79
80 81