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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
API
2001
Asset Planning Inc
California
$1.36M +$8.73K +60 +0.6%
OA
2002
Oxbow Advisors
Texas
$1.36M +$9.17K +63 +0.7%
GA
2003
GoalVest Advisory
New York
$1.36M -$4.8K -33 -0.4%
HWA
2004
Heritage Wealth Advisors
Virginia
$1.36M -$28.1K -193 -2%
UPS
2005
UHLMANN PRICE SECURITIES
Illinois
$1.36M +$3.35K +23 +0.2%
OP
2006
Oslo Pensjonsforsikring
$1.36M -$39.3K -270 -3%
MWP
2007
Moller Wealth Partners
$1.36M +$208K +1,427 +18%
S
2008
Sunpointe
Missouri
$1.35M +$20.4K +140 +2%
WMA
2009
Wealth Management Associates
New Jersey
$1.35M – – –
TCM
2010
Triumph Capital Management
Colorado
$1.35M -$317K -2,178 -19%
NPFS
2011
Novak & Powell Financial Services
Florida
$1.35M +$146 +1 +0%
MAM
2012
Milestone Asset Management
Pennsylvania
$1.34M +$1.33M +9,156 New
LAIC
2013
Lederer & Associates Investment Counsel
California
$1.34M -$2.91K -20 -0.2%
AF
2014
Aldebaran Financial
$1.34M -$60.3K -414 -4%
SA
2015
Sovran Advisors
California
$1.34M +$117K +803 +10%
SGK
2016
Steigerwald Gordon & Koch
Virginia
$1.34M +$21.1K +145 +2%
TWM
2017
TRB Wealth Management
Texas
$1.34M -$79.5K -546 -6%
MW
2018
MBL Wealth
North Carolina
$1.33M -$48.2K -331 -4%
MBI
2019
Montrusco Bolton Investments
Quebec, Canada
$1.33M – – –
LCS
2020
Levin Capital Strategies
New York
$1.33M – – –
CFO
2021
CVA Family Office
Colorado
$1.33M -$57.5K -395 -4%
CCP
2022
Clarkston Capital Partners
Michigan
$1.33M -$548K -3,762 -29%
GFA
2023
Gallagher Fiduciary Advisors
Illinois
$1.33M +$37K +254 +3%
CGH
2024
CMG Global Holdings
Texas
$1.33M -$13.8K -95 -1%
GHAM
2025
Gilman Hill Asset Management
Connecticut
$1.32M -$68.7K -472 -5%
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