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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1951
Proficio Capital Partners
Massachusetts
$944K +$60.7K +457 +7%
BCIM
1952
Bishop & Co Investment Management
Pennsylvania
$943K -$266 -2 -0%
LB
1953
Leo Brokerage
Texas
$939K +$1.04M +7,852 New
CC
1954
Capital Counsel
New York
$936K +$6.64K +50 +0.7%
SFFS
1955
Stonehage Fleming Financial Services
Jersey
$935K +$728K +5,486 +439%
AAP
1956
Aristotle Atlantic Partners
Florida
$934K – – –
NCM
1957
Noesis Capital Mangement
Florida
$933K – – –
SOAMC
1958
Spirit of America Management Corp
New York
$933K – – –
HFM
1959
Harvest Fund Management
China
$933K +$653K +4,922 +277%
APSI
1960
Asset Planning Services Inc
Louisiana
$932K – – –
IAMOG
1961
Investors Asset Management of Georgia
Georgia
$931K -$9.96K -75 -1%
AA
1962
Auxano Advisors
Washington
$931K – – –
FWM
1963
FSA Wealth Management
Massachusetts
$929K – – –
BWA
1964
Burt Wealth Advisors
Maryland
$926K -$5.04K -38 -0.6%
KS
1965
Karpas Strategies
Connecticut
$922K – – –
BW
1966
Bison Wealth
Georgia
$921K -$100K -753 -10%
PA
1967
Probity Advisors
Texas
$921K -$3.19K -24 -0.4%
KLI
1968
Kelman-Lazarov Inc
Tennessee
$921K +$154K +1,159 +21%
HWA
1969
HHM Wealth Advisors
Tennessee
$920K -$42.4K -319 -5%
GFPC
1970
Global Financial Private Client
Florida
$917K +$24.8K +187 +3%
BWM
1971
BCS Wealth Management
Tennessee
$916K -$8.1K -61 -0.9%
AFIA
1972
America First Investment Advisors
Nebraska
$913K – – –
MAWCM
1973
Mine & Arao Wealth Creation & Management
California
$913K +$1.73K +13 +0.2%
BWM
1974
BNC Wealth Management
Oregon
$910K +$869K +6,547 New
JF
1975
JSF Financial
California
$908K +$21.5K +162 +3%
77 78
79
80 81