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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCCM
1951
Timber Creek Capital Management
Massachusetts
$739K – – –
PA
1952
Probity Advisors
Texas
$738K -$25.4K -212 -3%
IAMOG
1953
Investors Asset Management of Georgia
Georgia
$737K -$18K -150 -2%
AA
1954
Auxano Advisors
Washington
$737K +$804K +6,699 New
BWA
1955
Burt Wealth Advisors
Maryland
$736K – – –
WCA
1956
Westover Capital Advisors
Delaware
$735K -$53.3K -444 -6%
CCM
1957
Crossvault Capital Management
Texas
$735K – – –
BWM
1958
BCS Wealth Management
Tennessee
$732K +$499K +4,161 +167%
SAM
1959
Seelaus Asset Management
New Jersey
$731K +$210K +1,747 +36%
KS
1960
Karpas Strategies
Connecticut
$730K – – –
HWA
1961
HHM Wealth Advisors
Tennessee
$730K +$294K +2,449 +58%
GIM
1962
Greylin Investment Management
Virginia
$729K – – –
CM
1963
Columbus Macro
Pennsylvania
$724K -$25K -208 -3%
RIM
1964
Reliant Investment Management
Tennessee
$724K – – –
AFIA
1965
America First Investment Advisors
Nebraska
$723K – – –
FBFS
1966
First Business Financial Services
Wisconsin
$721K -$84K -700 -10%
KOMWMG
1967
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$720K +$840 +7 +0.1%
MAWCM
1968
Mine & Arao Wealth Creation & Management
California
$720K +$1.92K +16 +0.2%
XSC
1969
X-Square Capital
Puerto Rico
$715K -$65.9K -549 -8%
SFA
1970
Stewardship Financial Advisors
Georgia
$711K -$35.8K -298 -4%
SCA
1971
STALEY CAPITAL ADVISERS
Pennsylvania
$711K -$23.6K -197 -3%
BWP
1972
Baldwin Wealth Partners
Massachusetts
$710K +$39K +325 +5%
CCM
1973
Cribstone Capital Management
Maine
$704K -$557K -4,644 -42%
LWA
1974
Lineweaver Wealth Advisors
Ohio
$704K +$85.6K +713 +13%
PP
1975
PagnatoKarp Partners
Virginia
$701K -$14.5K -121 -2%
77 78
79
80 81