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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIIMS
2001
Analyst IMS Investment Management Services
Israel
$1.29M -$2.8K -20 -0.2%
VNA
2002
Valley National Advisers
Pennsylvania
$1.29M +$7.57K +54 +0.6%
QC
2003
Quent Capital
New York
$1.29M +$73K +521 +7%
IWM
2004
Integris Wealth Management
California
$1.29M +$1.19M +8,516 New
AAA
2005
Adams Asset Advisors
Texas
$1.29M – – –
ERWM
2006
Elk River Wealth Management
Colorado
$1.29M -$15.4K -110 -1%
BFA
2007
Buttonwood Financial Advisors
Maryland
$1.28M -$104K -740 -8%
JDR
2008
Jay D. Rosenbaum
$1.28M -$77.1K -550 -6%
AAMC
2009
Asset Allocation & Management Company
Illinois
$1.28M -$259K -1,845 -18%
SIG
2010
Spinnaker Investment Group
California
$1.28M +$20.9K +149 +2%
CSI
2011
Cross Staff Investments
New York
$1.28M +$140 +1 +0%
SJIM
2012
St. Johns Investment Management
Florida
$1.28M +$4.49K +32 +0.4%
VCM
2013
Violich Capital Management
California
$1.27M – – –
D
2014
Diversified
Delaware
$1.27M +$211K +1,502 +22%
FPCG
2015
Fort Pitt Capital Group
Pennsylvania
$1.27M +$3.36K +24 +0.3%
APW
2016
Acima Private Wealth
Virginia
$1.27M – – –
KA
2017
Klingman & Associates
New York
$1.27M -$28.9K -206 -2%
PIMG
2018
Patriot Investment Management Group
Tennessee
$1.27M -$32.2K -230 -2%
VT
2019
Vise Technologies
New York
$1.27M -$40.9K -292 -3%
CFO
2020
CVA Family Office
Colorado
$1.26M -$47.1K -336 -4%
CWM
2021
Centric Wealth Management
Illinois
$1.26M -$132K -939 -10%
PCP
2022
Proficio Capital Partners
Massachusetts
$1.26M -$44.4K -317 -4%
SFP
2023
Sweet Financial Partners
Minnesota
$1.26M +$209K +1,493 +22%
WWM
2024
Wolff Wiese Magana
California
$1.26M +$27.1K +193 +2%
SSW
2025
Smith Shellnut Wilson
Mississippi
$1.26M -$1.4K -10 -0.1%
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