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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2001
Capstone Financial Advisors
Illinois
$358K -$4.95K -55 -1%
CC
2002
Capital Counsel
New York
$358K -$2.25K -25 -0.6%
PIM
2003
Profit Investment Management
Maryland
$358K – – –
CPC
2004
Congress Park Capital
New York
$358K +$350K +3,892 New
RI
2005
Ridgewood Investments
New Jersey
$357K +$25.9K +288 +8%
SA
2006
SRH Advisors
Kansas
$356K +$45K +500 +15%
DCM
2007
Delpha Capital Management
New York
$356K +$349K +3,876 New
WIM
2008
Westside Investment Management
California
$356K – – –
FIM
2009
Fernwood Investment Management
Massachusetts
$355K +$150K +1,664 +76%
RHBC
2010
R.H. Bluestein & Co
Michigan
$354K -$18.9K -210 -5%
MFS
2011
McNamara Financial Services
Massachusetts
$352K -$19.1K -212 -5%
DR
2012
Davis Rea
Ontario, Canada
$351K – – –
CM
2013
Castleark Management
Illinois
$349K – – –
FAM
2014
Flaharty Asset Management
Florida
$345K -$77K -856 -19%
BA
2015
Bristlecone Advisors
Washington
$344K +$4.32K +48 +1%
HS
2016
Huntington Steele
Pennsylvania
$343K – – –
NFG
2017
Nadler Financial Group
Illinois
$343K +$90 +1 +0%
CIA
2018
Cascade Investment Advisors
Oregon
$342K +$28.1K +313 +9%
HBWM
2019
Hollow Brook Wealth Management
New York
$341K -$16K -178 -5%
BGC
2020
Blue Granite Capital
South Carolina
$340K -$1.17M -13,043 -78%
PHAM
2021
Palisades Hudson Asset Management
Florida
$338K -$52.6K -585 -14%
EGM
2022
Engineers Gate Manager
New York
$338K +$331K +3,676 New
RPGK
2023
Retirement Planning Group (Kansas)
Kansas
$337K – – –
DOA
2024
D'Orazio & Associates
Virginia
$337K +$450 +5 +0.1%
AAM
2025
American Asset Management
Florida
$336K – – –
79 80
81
82 83