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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
2001
Hayden Royal
North Carolina
$951K -$4.74K -35 -0.5%
LRIC
2002
Long Road Investment Counsel
Michigan
$951K – – –
CFO
2003
CVA Family Office
Colorado
$951K +$173K +1,279 +22%
BWA
2004
BDO Wealth Advisors
Florida
$950K +$12.2K +90 +1%
MGWM
2005
Marks Group Wealth Management
Minnesota
$949K +$36.7K +271 +4%
EA
2006
Elm Advisors
California
$948K – – –
LCH
2007
Lee Capital Holdings
New York
$945K – – –
RC
2008
RBF Capital
California
$945K – – –
BFS
2009
Bickling Financial Services
Massachusetts
$941K +$238K +1,762 +34%
PWM
2010
PBMares Wealth Management
Virginia
$939K +$150K +1,112 +19%
MWA
2011
Meridian Wealth Advisors
Texas
$938K +$175K +1,294 +23%
HC
2012
Hourglass Capital
Texas
$935K – – –
BSB
2013
Bangor Savings Bank
Maine
$933K -$7.85K -58 -0.8%
SOAMC
2014
Spirit of America Management Corp
New York
$933K +$74.4K +550 +9%
WMA
2015
Wealth Management Associates
New Jersey
$932K -$14.5K -107 -2%
CA
2016
Calton & Associates
Florida
$931K -$39.5K -292 -4%
FCMC
2017
Founders Capital Management (Connecticut)
Connecticut
$929K +$6.09K +45 +0.7%
BWM
2018
BCS Wealth Management
Tennessee
$929K +$81.5K +602 +10%
UF
2019
Univest Financial
Pennsylvania
$929K +$204K +1,504 +28%
MAWCM
2020
Mine & Arao Wealth Creation & Management
California
$927K +$45.9K +339 +5%
LFG
2021
Larson Financial Group
Missouri
$927K +$182K +1,343 +24%
SAM
2022
Seelaus Asset Management
New Jersey
$925K – – –
GC
2023
Gilbert & Cook
Iowa
$923K +$38.3K +283 +4%
LCM
2024
Laurion Capital Management
New York
$922K +$925K +6,834 New
RPA
2025
Rock Point Advisors
Vermont
$919K -$404K -2,989 -30%
79 80
81
82 83