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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
2001
Global Financial Private Client
Florida
$768K +$85.4K +732 +13%
WHG
2002
Westwood Holdings Group
Texas
$763K -$692K -5,934 -48%
JF
2003
JSF Financial
California
$762K -$70K -600 -9%
LC
2004
Lavaca Capital
Texas
$761K – – –
XF
2005
XML Financial
Maryland
$750K -$166K -1,423 -18%
RWA
2006
RGT Wealth Advisors
Texas
$750K -$69.2K -593 -9%
HPC
2007
Hobart Private Capital
North Carolina
$749K +$2.1K +18 +0.3%
MWA
2008
Meridian Wealth Advisors
Texas
$748K +$50.3K +431 +7%
GPA
2009
Garrison Point Advisors
California
$746K -$11.7K -100 -2%
APWA
2010
Atlas Private Wealth Advisors
New Jersey
$745K +$727K +6,231 New
AIM
2011
ARGA Investment Management
Connecticut
$744K +$513K +4,396 +241%
TPWA
2012
TRUE Private Wealth Advisors
Oregon
$743K +$124K +1,065 +21%
OFW
2013
Omnia Family Wealth
Florida
$742K -$155K -1,333 -18%
CII
2014
Capital International Inc
California
$740K +$42.8K +367 +6%
PWMG
2015
Prestige Wealth Management Group
New Jersey
$737K +$223K +1,913 +45%
PCS
2016
Personal CFO Solutions
New Jersey
$734K +$91.5K +785 +15%
ER
2017
Enlightenment Research
Florida
$732K +$713K +6,118 New
SCM
2018
Salem Capital Management
Massachusetts
$731K – – –
BWP
2019
Bernardo Wealth Planning
Pennsylvania
$730K +$31.4K +269 +5%
CNBT
2020
Cornerstone National Bank & Trust
Illinois
$729K +$84.7K +726 +14%
RCA
2021
Rowland Carmichael Advisors
Arizona
$724K +$3.27K +28 +0.5%
WPA
2022
West Paces Advisors
Georgia
$723K +$229K +1,964 +48%
SAM
2023
Strategy Asset Managers
California
$723K +$32.7K +280 +5%
SRC
2024
Sage Rhino Capital
California
$719K +$17.3K +148 +3%
JG
2025
Jefferies Group
New York
$718K +$660K +5,656 +1,635%
79 80
81
82 83