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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
Centerpoint Advisors
Massachusetts
$297K +$122K +1,460 +64%
HS
2002
Huntington Steele
Pennsylvania
$296K – – –
BWFA
2003
Baltimore-Washington Financial Advisors
Maryland
$296K +$79K +948 +34%
RPGK
2004
Retirement Planning Group (Kansas)
Kansas
$295K +$4.17K +50 +1%
HBWM
2005
Hollow Brook Wealth Management
New York
$294K – – –
PCM
2006
Prelude Capital Management
New York
$293K -$165K -1,980 -35%
DDPIC
2007
Deroy & Devereaux Private Investment Counsel
Michigan
$293K -$83.4K -1,000 -21%
MWM
2008
Mascoma Wealth Management
New Hampshire
$293K +$83 +1 +0%
JAM
2009
Jolley Asset Management
North Carolina
$293K +$42.1K +505 +16%
PHAM
2010
Palisades Hudson Asset Management
Florida
$292K – – –
SCM
2011
SKBA Capital Management
California
$291K -$313K -3,750 -51%
AWA
2012
Acorn Wealth Advisors
Michigan
$291K -$14.3K -172 -4%
FAM
2013
Flaharty Asset Management
Florida
$291K +$250 +3 +0.1%
WA
2014
Wealth Architects
California
$290K -$70.5K -845 -19%
RWMH
2015
Riverpoint Wealth Management Holdings
Illinois
$288K +$750 +9 +0.2%
MLFP
2016
MPS Loria Financial Planners
Illinois
$288K +$1.17K +14 +0.4%
OIM
2017
Orca Investment Management
Oregon
$286K -$126K -1,512 -30%
CG
2018
CFO4Life Group
Texas
$286K -$30.8K -370 -9%
NFG
2019
Nadler Financial Group
Illinois
$285K -$11.3K -136 -4%
SNBOSD
2020
Security National Bank of So Dak
Iowa
$284K +$108K +1,293 +57%
CA
2021
Continuum Advisory
Idaho
$283K -$233K -2,792 -44%
IF
2022
IRON Financial
Illinois
$283K +$13.8K +166 +5%
HK
2023
Horizon Kinetics
New York
$282K -$110K -1,325 -27%
NPPM
2024
North Point Portfolio Managers
Ohio
$281K -$7.99M -95,819 -96%
SCG
2025
Sonata Capital Group
Washington
$281K -$129K -1,550 -30%
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81
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