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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1976
Quent Capital
New York
$1.43M +$81.5K +560 +6%
DBG
1977
De Burlo Group
Massachusetts
$1.43M -$436K -2,994 -23%
CWS
1978
Cypress Wealth Services
California
$1.43M -$348K -2,390 -20%
DIP
1979
DT Investment Partners
Pennsylvania
$1.43M – – –
IF
1980
Intrua Financial
Texas
$1.43M +$80.8K +555 +6%
MW
1981
Marble Wealth
Alabama
$1.42M +$24.9K +171 +2%
NCM
1982
Novare Capital Management
North Carolina
$1.42M -$69.4K -477 -5%
CCM
1983
Chickasaw Capital Management
Tennessee
$1.42M +$24K +165 +2%
NWMG
1984
National Wealth Management Group
Ohio
$1.42M -$40.3K -277 -3%
IP
1985
Intellectus Partners
California
$1.42M +$5.53K +38 +0.4%
AFA
1986
AA Financial Advisors
Ohio
$1.41M +$79.2K +544 +6%
GWA
1987
Gratus Wealth Advisors
Virginia
$1.41M -$209K -1,435 -13%
CAM
1988
Councilmark Asset Management
Tennessee
$1.41M +$7.57K +52 +0.5%
SPF
1989
South Plains Financial
Texas
$1.4M -$29.8K -205 -2%
CWA
1990
CJM Wealth Advisers
Virginia
$1.4M +$16.3K +112 +1%
BFA
1991
Beacon Financial Advisory
Ohio
$1.4M +$41.6K +286 +3%
UCI
1992
Uncommon Cents Investing
Wisconsin
$1.4M +$437K +3,000 +46%
PWM
1993
Palumbo Wealth Management
New York
$1.39M +$4.22K +29 +0.3%
SDWIA
1994
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.39M -$290K -1,995 -17%
S
1995
SimplyRich
California
$1.39M +$713K +4,899 +72%
DFCM
1996
Dark Forest Capital Management
Puerto Rico
$1.39M +$999K +6,861 +263%
FF
1997
Fluent Financial
Texas
$1.39M +$1.38M +9,457 New
EWM
1998
EPG Wealth Management
Georgia
$1.38M -$45.1K -310 -3%
CWM
1999
Compass Wealth Management
Connecticut
$1.38M +$1.37M +9,439 New
AWM
2000
Arista Wealth Management
Nevada
$1.38M -$157K -1,078 -10%
78 79
80
81 82