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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
NIT
2001
NumerixS Investment Technologies
British Columbia, Canada
$298K +$294K +3,600 New
EWF
2002
Epstein & White Financial
California
$296K -$106K -1,292 -26%
HCM
2003
Harvest Capital Management
New Hampshire
$296K – – –
WPA
2004
West Paces Advisors
Georgia
$292K – – –
FC
2005
FCA Corp
Texas
$291K – – –
JIP
2006
Jaffetilchin Investment Partners
Florida
$289K +$11.5K +141 +4%
PCFFS
2007
Pacific Center for Financial Services
California
$288K – – –
CA
2008
Centerpoint Advisors
Massachusetts
$287K -$16.7K -204 -6%
WCM
2009
Wedge Capital Management
North Carolina
$286K -$2.04K -25 -0.7%
FIM
2010
Frontier Investment Management
Texas
$286K +$281K +3,437 New
NPPM
2011
North Point Portfolio Managers
Ohio
$285K – – –
BA
2012
Bristlecone Advisors
Washington
$282K +$277K +3,386 New
SCM
2013
Shapiro Capital Management
Georgia
$281K +$327 +4 +0.1%
OWA
2014
One Wealth Advisors
California
$280K -$435K -5,313 -61%
M
2015
MOTCO
Texas
$279K +$45.6K +558 +20%
PFGIA
2016
Patriot Financial Group Insurance Agency
Massachusetts
$279K +$216K +2,637 +369%
SFFS
2017
Stonehage Fleming Financial Services
Jersey
$278K -$49K -599 -15%
CW
2018
Cobiz Wealth
Colorado
$277K -$44K -538 -14%
ACM
2019
AlphaStar Capital Management
North Carolina
$276K -$182K -2,231 -40%
HCM
2020
Harvey Capital Management
Florida
$276K – – –
DDPIC
2021
Deroy & Devereaux Private Investment Counsel
Michigan
$273K -$16.4K -200 -6%
MFG
2022
Monte Financial Group
Connecticut
$271K – – –
PWM
2023
Patriot Wealth Management
Texas
$268K -$12K -147 -4%
CFIA
2024
Cantor Fitzgerald Investment Advisors
New York
$267K – – –
AAS
2025
Annex Advisory Services
Wisconsin
$267K +$1.96K +24 +0.8%
79 80
81
82 83