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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
OTPPB
2001
Ontario Teachers' Pension Plan Board
Ontario, Canada
$951K +$97.7K +749 +12%
WMA
2002
Wealth Management Associates
New Jersey
$950K -$13K -100 -1%
CAC
2003
Certified Advisory Corp
Florida
$949K +$914K +7,009 New
LCH
2004
Lee Capital Holdings
New York
$948K – – –
RC
2005
RBF Capital
California
$948K – – –
TC
2006
Toews Corporation
New Jersey
$948K +$913K +7,000 New
MA
2007
MJP Associates
Connecticut
$947K -$74.9K -574 -8%
1WA
2008
180 Wealth Advisors
Washington
$944K -$163K -1,251 -15%
BSB
2009
Bangor Savings Bank
Maine
$944K +$9.13K +70 +1%
AO
2010
Advisor OS
Illinois
$942K +$75.7K +580 +9%
BWA
2011
BDO Wealth Advisors
Florida
$941K -$5.22K -40 -0.6%
HC
2012
Hourglass Capital
Texas
$938K – – –
AWM
2013
Atticus Wealth Management
Florida
$937K -$15.8K -121 -2%
SW
2014
SlateStone Wealth
Florida
$937K -$2.87K -22 -0.3%
KOMWMG
2015
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$936K +$18.4K +141 +2%
CIA
2016
CSat Investment Advisory
Michigan
$930K +$894K +6,854 +68,540%
SAM
2017
Seelaus Asset Management
New Jersey
$929K -$13K -100 -1%
GA
2018
GoalVest Advisory
New York
$929K +$838K +6,421 +1,466%
HFG
2019
Heron Financial Group
New York
$928K +$39.7K +304 +5%
CCA
2020
Childress Capital Advisors
Texas
$928K +$397K +3,043 +80%
FCMC
2021
Founders Capital Management (Connecticut)
Connecticut
$926K – – –
GA
2022
Greytown Advisors
Florida
$925K +$212K +1,624 +31%
EGA
2023
Eagle Global Advisors
Texas
$922K -$8.74K -67 -1%
TCMP
2024
Thrive Capital Management (Pennsylvania)
Pennsylvania
$922K +$166K +1,272 +23%
SIM
2025
SSI Investment Management
California
$921K -$261 -2 -0%
79 80
81
82 83