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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
HAC
1951
Harbor Advisory Corp
New Hampshire
$618K -$21.3K -200 -3%
MSFP
1952
Mark Sheptoff Financial Planning
Connecticut
$614K – – –
LBD
1953
Landsberg Bennett & Dubbaneh
Florida
$612K -$330K -3,099 -36%
CG
1954
Corundum Group
Colorado
$612K +$1.81K +17 +0.3%
BPA
1955
Beacon Pointe Advisors
California
$611K -$2.13M -19,953 -78%
COI
1956
Capital One Investing
Virginia
$606K +$54.4K +510 +10%
MCM
1957
McRae Capital Management
New Jersey
$605K -$5.33K -50 -0.9%
SSG
1958
Summit Securities Group
New York
$603K +$586K +5,500 New
GWAG
1959
Garrett Wealth Advisory Group
Texas
$602K +$3.09K +29 +0.5%
IC
1960
Inscription Capital
Texas
$601K -$4.06M -38,126 -88%
FA
1961
FMA Advisory
Pennsylvania
$601K +$1.39K +13 +0.2%
ODG
1962
O'Dell Group
Ohio
$599K +$10.4K +98 +2%
PCM
1963
Perritt Capital Management
Illinois
$597K – – –
NCM
1964
Northstar Capital Management
New York
$596K – – –
SWA
1965
SFMG Wealth Advisors
Texas
$596K +$23.8K +223 +4%
GEA
1966
Glen Eagle Advisors
New Jersey
$596K +$1.49K +14 +0.3%
TCM
1967
Tradewinds Capital Management
Washington
$595K -$25.9K -243 -4%
SFP
1968
Shepherd Financial Partners
Massachusetts
$594K -$63.1K -592 -10%
FGP
1969
Foyston, Gordon, & Payne
Ontario, Canada
$590K – – –
CP
1970
Covenant Partners
Tennessee
$584K – – –
LPT
1971
Legacy Private Trust
Wisconsin
$582K -$596K -5,592 -51%
BMCM
1972
Bryn Mawr Capital Management
Pennsylvania
$581K +$11.8K +111 +2%
AIIMS
1973
Analyst IMS Investment Management Services
Israel
$580K -$91.9K -862 -14%
QCM
1974
Quest Capital Management
Texas
$577K -$110K -1,036 -16%
BB
1975
Bell Bank
North Dakota
$577K -$13K -122 -2%