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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
2001
E&G Advisors
Texas
$601K +$59.1K +500 +12%
KF
2002
Krilogy Financial
Missouri
$600K -$20.6K -174 -3%
JIP
2003
JBJ Investment Partners
South Carolina
$600K +$74.4K +630 +15%
MA
2004
MONECO Advisors
Connecticut
$598K +$32.8K +278 +6%
BCM
2005
Bienville Capital Management
New York
$597K -$213K -1,799 -27%
HIC
2006
Hartline Investment Corp
Illinois
$594K – – –
WCF
2007
West Coast Financial
California
$594K +$108K +918 +24%
FAM
2008
Fenimore Asset Management
New York
$593K – – –
MWM
2009
Mascoma Wealth Management
New Hampshire
$592K -$44K -372 -7%
MYIA
2010
Mount Yale Investment Advisors
Colorado
$592K +$72.8K +616 +14%
NA
2011
Nottingham Advisors
New York
$591K +$239K +2,020 +74%
MPM
2012
Meritage Portfolio Management
Kansas
$588K – – –
WLIM
2013
White Lighthouse Investment Management
Massachusetts
$588K +$236 +2 +0%
ACM
2014
Ategra Capital Management
Virginia
$588K – – –
KL
2015
KWMG LLC
Kansas
$586K -$5.91K -50 -1%
HFA
2016
High Falls Advisors
New York
$585K -$236 -2 -0%
SOAMC
2017
Spirit of America Management Corp
New York
$585K – – –
DA
2018
Doliver Advisors
Texas
$584K -$118K -996 -17%
PCM
2019
Pointe Capital Management
Michigan
$583K – – –
WF
2020
WoodTrust Financial
Wisconsin
$582K – – –
CC
2021
Capital Counsel
New York
$582K +$553K +4,683 New
PA
2022
PFG Advisors
Arizona
$581K -$1.42K -12 -0.3%
CWM
2023
Confluence Wealth Management
Oregon
$581K +$30.6K +259 +6%
DA
2024
DSC Advisors
Illinois
$578K +$133K +1,127 +32%
PCM
2025
Perritt Capital Management
Illinois
$574K -$98.2K -831 -15%
79 80
81
82 83