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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2001
MONECO Advisors
Connecticut
$514K +$65.9K +677 +16%
KFA
2002
Kays Financial Advisory
Georgia
$514K +$480K +4,936 New
AFNAS
2003
American Financial Network Advisory Services
California
$511K -$54.8K -563 -10%
KF
2004
Krilogy Financial
Missouri
$510K -$16.8K -173 -3%
IF
2005
IRON Financial
Illinois
$510K +$12.1K +124 +3%
CF
2006
Centaurus Financial
California
$509K +$86.8K +892 +22%
AAM
2007
American Asset Management
Florida
$507K – – –
MWM
2008
Merriman Wealth Management
Washington
$506K -$78.8K -809 -14%
BONST
2009
Bank of Nova Scotia Trust
Ontario, Canada
$506K -$40.4K -415 -8%
FSC
2010
Full Sail Capital
Oklahoma
$502K +$470K +4,829 New
PAG
2011
Pinnacle Advisory Group
Maryland
$500K -$14.9K -153 -3%
CHP
2012
Cable Hill Partners
Oregon
$499K +$10.8K +111 +2%
AA
2013
Advisory Alpha
Michigan
$499K +$10.7K +110 +2%
CFS
2014
Cannon Financial Strategists
Georgia
$498K +$466K +4,788 New
HIC
2015
Hartline Investment Corp
Illinois
$497K +$7.3K +75 +2%
FAM
2016
Fenimore Asset Management
New York
$496K – – –
KL
2017
KWMG LLC
Kansas
$495K -$29.8K -306 -6%
BOE
2018
Bank of Edwardsville
Illinois
$495K +$463K +4,761 New
WLIM
2019
White Lighthouse Investment Management
Massachusetts
$493K -$38.5K -396 -8%
JF
2020
JSF Financial
California
$490K -$3.89K -40 -0.8%
SOAMC
2021
Spirit of America Management Corp
New York
$489K – – –
HFA
2022
High Falls Advisors
New York
$489K +$195 +2 +0%
GC
2023
Garde Capital
Washington
$488K -$941K -9,665 -67%
SWM
2024
Shakespeare Wealth Management
Wisconsin
$488K -$9.64K -99 -2%
AIM
2025
Acropolis Investment Management
Missouri
$488K -$2.73K -28 -0.6%
79 80
81
82 83