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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2001
Soltis Investment Advisors
Utah
$793K +$777K +6,351 New
NPF
2002
Norris Perne & French
Michigan
$792K -$21.4K -175 -3%
KFA
2003
Kelleher Financial Advisors
New York
$788K +$105K +861 +16%
EBSAM
2004
Eubel Brady & Suttman Asset Management
Ohio
$788K +$4.61M +37,652 +646%
CWM
2005
Confluence Wealth Management
Oregon
$783K +$196K +1,600 +34%
PP
2006
Parplus Partners
New York
$783K +$767K +6,271 New
HPC
2007
Hobart Private Capital
North Carolina
$780K +$13.1K +107 +2%
BSAM
2008
Blue Square Asset Management
New York
$777K -$144K -1,178 -16%
EWM
2009
EPG Wealth Management
Georgia
$776K +$760K +6,214 New
FFG
2010
Frisch Financial Group
New York
$775K +$34.9K +285 +5%
TAM
2011
Tradition Asset Management
Virginia
$771K +$44.3K +362 +6%
UF
2012
Univest Financial
Pennsylvania
$769K +$665K +5,439 +147%
BWP
2013
Baldwin Wealth Partners
Massachusetts
$766K – – –
BWP
2014
Bernardo Wealth Planning
Pennsylvania
$766K +$3.92K +32 +0.5%
SCM
2015
Salem Capital Management
Massachusetts
$764K -$176K -1,435 -19%
BBA
2016
Braun-Bostich & Associates
Pennsylvania
$764K +$66.8K +546 +10%
P
2017
&Partners
Tennessee
$764K +$136K +1,109 +22%
BPWA
2018
Beacon Pointe Wealth Advisors
California
$763K +$48.9K +400 +7%
TI
2019
Tidal Investments
Wisconsin
$763K +$234K +1,915 +46%
SWIG
2020
Strategic Wealth Investment Group
Kentucky
$761K +$745K +6,093 New
RCA
2021
Rowland Carmichael Advisors
Arizona
$753K +$1.83K +15 +0.2%
RA
2022
Royce & Associates
New York
$749K -$489K -4,000 -40%
CMANY
2023
Capital Management Associates (New York)
New York
$749K – – –
LCH
2024
Lee Capital Holdings
New York
$749K – – –
AA
2025
Apriem Advisors
California
$745K +$367 +3 +0.1%
79 80
81
82 83