We are live on ! Find out more
PG icon

Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
2001
Norris Perne & French
Michigan
$650K -$52.2K -435 -7%
LPWM
2002
Lake Point Wealth Management
Texas
$647K +$427K +3,557 +153%
PFA
2003
Pathway Financial Advisors
Vermont
$646K – – –
SRC
2004
Sage Rhino Capital
California
$645K +$9.6K +80 +1%
ACM
2005
Anfield Capital Management
California
$644K -$89.4K -745 -11%
PIP
2006
Peachtree Investment Partners
Florida
$642K -$143K -1,193 -17%
BWP
2007
Bernardo Wealth Planning
Pennsylvania
$642K -$35.3K -294 -5%
MWA
2008
Meridian Wealth Advisors
Texas
$641K +$21.6K +180 +3%
CII
2009
Capital International Inc
California
$640K -$720K -5,995 -51%
TAM
2010
Tradition Asset Management
Virginia
$640K -$42.2K -352 -6%
BCP
2011
Berkeley Capital Partners
Georgia
$640K +$1.68K +14 +0.2%
AIA
2012
Arbor Investment Advisors
North Carolina
$639K +$480 +4 +0.1%
KLI
2013
Kelman-Lazarov Inc
Tennessee
$637K -$1.24M -10,291 -64%
SWP
2014
Strategic Wealth Partners
Ohio
$637K – – –
MA
2015
MONECO Advisors
Connecticut
$636K +$97.5K +812 +16%
PAG
2016
Pinnacle Advisory Group
Maryland
$635K +$2.88K +24 +0.4%
SAM
2017
Strategy Asset Managers
California
$635K +$91.7K +764 +15%
EBSAM
2018
Eubel Brady & Suttman Asset Management
Ohio
$633K -$4.53M -37,720 -87%
JWCA
2019
J.W. Cole Advisors
Florida
$632K -$3.62M -30,149 -84%
GIA
2020
Gladstone Institutional Advisory
Florida
$632K -$229K -1,906 -25%
BBA
2021
Braun-Bostich & Associates
Pennsylvania
$632K -$49.3K -411 -7%
CEI
2022
Clark Estates Inc
New York
$629K – – –
PAM
2023
Peninsula Asset Management
Florida
$628K -$12K -100 -2%
BONST
2024
Bank of Nova Scotia Trust
Ontario, Canada
$628K +$70.9K +591 +12%
DA
2025
Doliver Advisors
Texas
$628K +$140K +1,168 +28%
79 80
81
82 83