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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
2001
Wealth Effects
Massachusetts
$1.32M +$1.2M +8,061 New
PWMG
2002
Prestige Wealth Management Group
New Jersey
$1.32M +$35.9K +242 +3%
BSAM
2003
Blue Square Asset Management
New York
$1.32M +$7.42K +50 +0.6%
RF
2004
Resolute Financial
Massachusetts
$1.31M +$1.19M +8,026 New
MIM
2005
Moseley Investment Management
Florida
$1.31M -$31.3K -211 -3%
EWM
2006
Evermay Wealth Management
Virginia
$1.3M -$34.1K -230 -3%
RW
2007
Rede Wealth
Virginia
$1.3M -$96.1K -647 -8%
WWM
2008
Wolff Wiese Magana
California
$1.29M +$34.4K +232 +3%
WMA
2009
Wealth Management Associates
New Jersey
$1.29M +$120K +807 +11%
BAS
2010
Brown Advisory Securities
Maryland
$1.29M -$1.89M -12,718 -62%
WA
2011
Wealth Alliance
New York
$1.29M +$151K +1,016 +15%
TIA
2012
Tiemann Investment Advisors
California
$1.28M +$586K +3,945 +101%
4WM
2013
44 Wealth Management
Oregon
$1.28M +$34.7K +234 +3%
FC
2014
Financial Council
Maryland
$1.28M +$144K +970 +14%
SW
2015
SlateStone Wealth
Florida
$1.28M +$5.64K +38 +0.5%
CCM
2016
Carlson Capital Management
Minnesota
$1.27M +$49.7K +335 +4%
SFS
2017
Strategic Financial Services
New York
$1.27M +$347K +2,340 +43%
UL
2018
Unionview LLC
Washington
$1.27M +$1.16M +7,791 New
KFP
2019
Keystone Financial Planning
Ohio
$1.27M – – –
BCM
2020
Breiter Capital Management
Florida
$1.27M +$3.56K +24 +0.3%
WPC
2021
Wedmont Private Capital
Pennsylvania
$1.27M +$1.19M +8,036 New
PG
2022
Proffitt & Goodson
Tennessee
$1.27M -$10.7K -72 -0.9%
WAM
2023
WNY Asset Management
New York
$1.26M -$7.72K -52 -0.7%
FAN
2024
Financial Advisors Network
California
$1.26M -$33.3K -224 -3%
PLFAM
2025
Pineno Levin & Ford Asset Management
Virginia
$1.26M +$14.8K +100 +1%
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81
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