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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1976
MONECO Advisors
Connecticut
$907K +$80.5K +606 +10%
SFP
1977
Shepherd Financial Partners
Massachusetts
$905K +$4.38K +33 +0.5%
HFG
1978
Heron Financial Group
New York
$905K +$174K +1,307 +25%
NAMP
1979
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$902K -$33.2K -250 -4%
KOMWMG
1980
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$902K +$664 +5 +0.1%
RWA
1981
RGT Wealth Advisors
Texas
$900K +$26.6K +200 +3%
PFM
1982
Patton Fund Management
Texas
$897K -$34.1K -257 -4%
BWP
1983
Baldwin Wealth Partners
Massachusetts
$897K – – –
PIG
1984
Pantheon Investment Group
California
$896K -$53.1K -400 -6%
TF
1985
Trek Financial
Arizona
$896K +$156K +1,172 +22%
KFA
1986
Kelleher Financial Advisors
New York
$894K – – –
SBA
1987
Secrest Blakey & Associates
North Carolina
$893K -$35.8K -270 -4%
MCM
1988
McRae Capital Management
New Jersey
$893K – – –
FNBOSM
1989
First National Bank of South Miami
Florida
$890K -$129K -969 -13%
APWA
1990
Atlas Private Wealth Advisors
New Jersey
$889K +$21.6K +163 +3%
GCP
1991
GSA Capital Partners
United Kingdom
$881K +$842K +6,340 New
GIM
1992
Greylin Investment Management
Virginia
$879K -$13.3K -100 -2%
CWA
1993
Clarity Wealth Advisors
California
$873K -$46.7K -352 -5%
CWC
1994
Carolinas Wealth Consulting
North Carolina
$873K +$265K +1,994 +47%
GPA
1995
Garrison Point Advisors
California
$871K +$3.98K +30 +0.5%
HPC
1996
Hobart Private Capital
North Carolina
$868K -$2.39K -18 -0.3%
RWB
1997
RMR Wealth Builders
New Jersey
$867K +$636K +4,794 +332%
SFA
1998
Stewardship Financial Advisors
Georgia
$865K -$34.8K -262 -4%
WPA
1999
West Paces Advisors
Georgia
$863K +$21.4K +161 +3%
OFW
2000
Omnia Family Wealth
Florida
$862K – – –
78 79
80
81 82