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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2001
Pacific Center for Financial Services
California
$270K – – –
WCM
2002
Wedge Capital Management
North Carolina
$270K +$452 +6 +0.2%
NPPM
2003
North Point Portfolio Managers
Ohio
$268K -$9.03K -120 -3%
SMFS
2004
Squar Milner Financial Services
California
$268K +$30K +398 +13%
SCA
2005
Sippican Capital Advisors
Massachusetts
$267K -$59.1K -785 -19%
CF
2006
Corrigan Financial
Rhode Island
$265K -$3.54K -47 -1%
WCF
2007
West Coast Financial
California
$264K -$169K -2,241 -40%
SCM
2008
Shapiro Capital Management
Georgia
$264K +$376 +5 +0.1%
PWM
2009
Patriot Wealth Management
Texas
$263K -$4.42M -58,699 -95%
RIS
2010
Retirement Income Solutions
Michigan
$263K +$38.3K +509 +18%
JIP
2011
Jaffetilchin Investment Partners
Florida
$260K +$4.97K +66 +2%
HCM
2012
Harvey Capital Management
Florida
$259K – – –
PCMI
2013
Paradigm Capital Management Inc
New York
$258K – – –
EMG
2014
Ellington Management Group
Connecticut
$258K +$248K +3,300 New
KFA
2015
Kelleher Financial Advisors
New York
$256K -$104K -1,377 -30%
HK
2016
Horizon Kinetics
New York
$255K -$21.1K -280 -8%
CAM
2017
Covenant Asset Management
New Jersey
$255K – – –
BCA
2018
Bay Colony Advisors
Massachusetts
$255K +$246K +3,270 New
MFG
2019
Monte Financial Group
Connecticut
$254K -$99.5K -1,322 -29%
NWS
2020
Newport Wealth Strategies
California
$252K -$119K -1,585 -33%
AC
2021
Allstate Corporation
Illinois
$251K +$242K +3,210 New
CFIA
2022
Cantor Fitzgerald Investment Advisors
New York
$250K – – –
GAAM
2023
Guinness Atkinson Asset Management
California
$249K – – –
AAS
2024
Annex Advisory Services
Wisconsin
$249K +$376 +5 +0.2%
WIM
2025
Westside Investment Management
California
$248K +$3.09K +41 +1%
79 80
81
82 83