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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
2001
Krilogy Financial
Missouri
$466K +$358 +4 +0.1%
BWP
2002
Baldwin Wealth Partners
Massachusetts
$465K +$37.5K +419 +9%
WBG
2003
Wharton Business Group
Pennsylvania
$464K – – –
ACA
2004
Ackerman Capital Advisors
Texas
$464K +$451K +5,050 New
ECM
2005
Elgethun Capital Management
South Dakota
$463K -$88.9K -994 -16%
MC
2006
Montag & Caldwell
Georgia
$462K – – –
SCM
2007
Stordahl Capital Management
Colorado
$461K +$22.6K +253 +5%
SWA
2008
SFMG Wealth Advisors
Texas
$460K +$28.9K +323 +7%
AA
2009
Advisory Alpha
Michigan
$460K +$418K +4,676 New
WCA
2010
Windsor Creek Advisors
Vermont
$460K +$447K +5,000 New
BCM
2011
Breiter Capital Management
Florida
$459K -$412K -4,609 -48%
GAMC
2012
Garner Asset Management Corp
Texas
$459K -$8.85K -99 -2%
CRIG
2013
Charter Research & Investment Group
Connecticut
$459K – – –
ICM
2014
IMS Capital Management
Oregon
$458K -$125K -1,398 -22%
PAG
2015
Pinnacle Advisory Group
Maryland
$456K +$23.8K +266 +6%
BWM
2016
BT Wealth Management
Georgia
$456K +$414K +4,627 New
JSL
2017
JT Stratford LLC
Georgia
$454K -$42.6K -477 -9%
NP
2018
NorthRock Partners
Minnesota
$453K -$140K -1,570 -24%
APC
2019
Aspire Private Capital
North Carolina
$453K +$441K +4,928 New
BPA
2020
Beacon Pointe Advisors
California
$453K +$442K +4,943 New
FCFC
2021
First Commonwealth Financial Corp
Pennsylvania
$452K – – –
CA
2022
Claro Advisors
Massachusetts
$451K +$485K +5,424 New
VAM
2023
Verity Asset Management
North Carolina
$450K -$42.9K -480 -9%
AAM
2024
American Asset Management
Florida
$448K – – –
VCM
2025
Vivaldi Capital Management
Illinois
$445K +$432K +4,836 New
79 80
81
82 83