We are live on ! Find out more
PG icon

Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1976
Golden State Wealth Management
California
$1.36M +$529K +3,561 +75%
DS
1977
DRW Securities
Illinois
$1.36M +$944K +6,357 +328%
MIAS
1978
Mason Investment Advisory Services
Virginia
$1.35M -$661K -4,455 -35%
IIA
1979
Integral Investment Advisors
California
$1.35M +$1.23M +8,275 New
HIS
1980
Harvest Investment Services
Illinois
$1.35M -$47.1K -317 -4%
CAM
1981
Campion Asset Management
Virginia
$1.35M +$52K +350 +4%
CT
1982
Columbia Trust
Oregon
$1.35M – – –
LB
1983
Legacy Bridge
Iowa
$1.35M – – –
HFP
1984
Holistic Financial Partners
Indiana
$1.35M -$8.76K -59 -0.7%
LCM
1985
Lewis Capital Management
California
$1.35M +$1.22M +8,235 New
HWIS
1986
Hancock Whitney Investment Services
Louisiana
$1.35M +$1.22M +8,199 New
SCFS
1987
S.C. Financial Services
Arizona
$1.34M +$1.26M +8,502 New
SAF
1988
Smith Anglin Financial
Texas
$1.34M -$127K -858 -9%
ACG
1989
Allen Capital Group
Nebraska
$1.34M -$38.2K -257 -3%
FBB
1990
Fulton Breakefield Broenniman
Maryland
$1.34M – – –
AIC
1991
Ayalon Insurance Company
Israel
$1.34M – – –
WP
1992
WealthPLAN Partners
Nebraska
$1.34M +$11K +74 +0.9%
BHIC
1993
Bassett Hargrove Investment Counsel
Delaware
$1.34M -$4.45K -30 -0.4%
WLPWM
1994
Walled Lake Planning & Wealth Management
Illinois
$1.34M -$422K -2,844 -26%
TW
1995
Towerpoint Wealth
California
$1.33M +$21.5K +145 +2%
IWA
1996
Intercontinental Wealth Advisors
Texas
$1.33M +$349K +2,348 +41%
BG
1997
Benedetti & Gucer
Georgia
$1.33M +$1.21M +8,121 New
HPWM
1998
Highland Private Wealth Management
Washington
$1.32M +$68K +458 +6%
AA
1999
Apriem Advisors
California
$1.32M -$148 -1 -0%
CA
2000
Cambridge Advisors
Nebraska
$1.32M -$74.2K -500 -6%
78 79
80
81 82