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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
2001
Walled Lake Planning & Wealth Management
Illinois
$1.18M +$601 +4 +0%
FSG
2002
Financial Strategies Group
Michigan
$1.18M +$215K +1,430 +21%
AP
2003
Arlington Partners
Alabama
$1.18M -$100K -668 -8%
TW
2004
Transform Wealth
Colorado
$1.18M -$4.96K -33 -0.4%
TRIA
2005
Trail Ridge Investment Advisors
Colorado
$1.18M +$24.8K +165 +2%
CA
2006
Cambridge Advisors
Nebraska
$1.18M +$29.8K +198 +2%
SSW
2007
Smith Shellnut Wilson
Mississippi
$1.18M -$51.9K -345 -4%
HWA
2008
HHM Wealth Advisors
Tennessee
$1.18M +$25.3K +168 +2%
MFG
2009
Magnus Financial Group
New York
$1.17M +$63.9K +425 +5%
TW
2010
Towerpoint Wealth
California
$1.17M – – –
LCM
2011
Lewis Capital Management
California
$1.17M +$451 +3 +0%
WF
2012
WoodTrust Financial
Wisconsin
$1.17M +$431K +2,867 +54%
SFG
2013
Sather Financial Group
Texas
$1.17M – – –
BPGAM
2014
BTG Pactual Global Asset Management
Bermuda
$1.17M +$1.22M +8,121 New
PPP
2015
Private Portfolio Partners
New Jersey
$1.17M +$19.8K +132 +2%
SAM
2016
Sawgrass Asset Management
Florida
$1.16M -$1.65K -11 -0.1%
EWM
2017
Elmwood Wealth Management
California
$1.16M -$116K -774 -9%
AA
2018
Apriem Advisors
California
$1.16M +$150 +1 +0%
WWM
2019
Wolff Wiese Magana
California
$1.16M +$4.81K +32 +0.4%
F
2020
F3Logic
Minnesota
$1.16M +$515K +3,425 +74%
TIA
2021
Tiemann Investment Advisors
California
$1.16M -$7.51K -50 -0.6%
CA
2022
Crewe Advisors
Utah
$1.15M +$145K +962 +14%
DU
2023
Delphia (USA)
Ontario, Canada
$1.15M +$569K +3,785 +90%
MA
2024
MONECO Advisors
Connecticut
$1.15M +$113K +752 +10%
WAM
2025
WNY Asset Management
New York
$1.15M +$40.6K +270 +4%
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