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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
2001
Bangor Savings Bank
Maine
$970K +$3.54K +25 +0.4%
DL
2002
DOHJ LLC
Washington
$970K +$703K +4,961 +273%
CT
2003
Clearstead Trust
Maine
$967K +$305K +2,153 +45%
MAWCM
2004
Mine & Arao Wealth Creation & Management
California
$964K +$2.13K +15 +0.2%
MA
2005
MJP Associates
Connecticut
$962K -$46.6K -329 -5%
FCMC
2006
Founders Capital Management (Connecticut)
Connecticut
$962K – – –
FC
2007
Financial Council
Maryland
$961K +$975K +6,876 New
SAM
2008
Seelaus Asset Management
New Jersey
$959K – – –
WA
2009
Wealth Alliance
New York
$958K +$63.9K +451 +7%
BFS
2010
Bickling Financial Services
Massachusetts
$957K -$19K -134 -2%
SIM
2011
SSI Investment Management
California
$952K – – –
EGA
2012
Eagle Global Advisors
Texas
$948K -$3.54K -25 -0.4%
CA
2013
CGN Advisors
Kansas
$946K +$83.8K +591 +10%
ECM
2014
EagleClaw Capital Management
Massachusetts
$946K +$140K +985 +17%
FNC
2015
First National Corp
Massachusetts
$945K -$9.21K -65 -1%
DPI
2016
Diversified Portfolios Inc
Michigan
$945K – – –
CA
2017
Calton & Associates
Florida
$944K -$19.4K -137 -2%
KOC
2018
Koss-Olinger Consulting
Florida
$942K +$3.4K +24 +0.4%
BOS
2019
Bingham Osborn & Scarborough
California
$940K -$98.5K -695 -9%
MFW
2020
Mosaic Family Wealth
Missouri
$939K -$4.39K -31 -0.5%
AAP
2021
Aristotle Atlantic Partners
Florida
$939K – – –
WA
2022
Waverly Advisors
Alabama
$939K +$256K +1,808 +39%
RIM
2023
Redwood Investment Management
Arizona
$938K -$910K -6,418 -49%
APSI
2024
Asset Planning Services Inc
Louisiana
$937K – – –
NCM
2025
Novare Capital Management
North Carolina
$936K -$108K -763 -10%
79 80
81
82 83