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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2001
Acima Private Wealth
Virginia
$1.28M – – –
PIP
2002
Peachtree Investment Partners
Florida
$1.27M -$101K -648 -7%
JFA
2003
JNBA Financial Advisors
Minnesota
$1.26M -$231K -1,478 -15%
FC
2004
Financial Consulate
Maryland
$1.26M -$4.07K -26 -0.3%
CAM
2005
Campion Asset Management
Virginia
$1.26M – – –
MSFP
2006
Mark Sheptoff Financial Planning
Connecticut
$1.26M -$373K -2,384 -22%
TW
2007
Transform Wealth
Colorado
$1.26M -$137K -873 -10%
WLPWM
2008
Walled Lake Planning & Wealth Management
Illinois
$1.26M +$9.7K +62 +0.8%
SCFS
2009
S.C. Financial Services
Arizona
$1.25M -$49.3K -315 -4%
TW
2010
Towerpoint Wealth
California
$1.25M – – –
BHIC
2011
Bassett Hargrove Investment Counsel
Delaware
$1.24M -$7.2K -46 -0.6%
BG
2012
Benedetti & Gucer
Georgia
$1.24M +$3.91K +25 +0.3%
LCM
2013
Lewis Capital Management
California
$1.24M -$15.2K -97 -1%
SFG
2014
Sather Financial Group
Texas
$1.24M +$610K +3,900 +92%
BAM
2015
Bruderman Asset Management
New York
$1.24M -$1.48M -9,457 -54%
HIS
2016
Harvest Investment Services
Illinois
$1.24M -$27.1K -173 -2%
SAM
2017
Sawgrass Asset Management
Florida
$1.24M +$1.27M +8,090 New
TIA
2018
Tiemann Investment Advisors
California
$1.24M +$36K +230 +3%
LA
2019
Latitude Advisors
Florida
$1.23M +$667K +4,262 +112%
AA
2020
Apriem Advisors
California
$1.23M -$1.72K -11 -0.1%
RF
2021
Resolute Financial
Massachusetts
$1.23M +$4.38K +28 +0.3%
GC
2022
GFG Capital
Florida
$1.23M +$1.26M +8,059 New
TRIA
2023
Trail Ridge Investment Advisors
Colorado
$1.23M +$91.7K +586 +8%
LA
2024
Legacy Advisors
Pennsylvania
$1.23M +$919K +5,877 +273%
CA
2025
Cambridge Advisors
Nebraska
$1.22M -$8.61K -55 -0.7%
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