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Procter & Gamble
PG

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