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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
IIL
2001
Insight Inv LLC
California
$1.27M -$75K -525 -6%
JSW
2002
Journey Strategic Wealth
New Jersey
$1.27M -$144K -1,005 -11%
PGA
2003
Portland Global Advisors
Maine
$1.27M -$396K -2,772 -25%
APIM
2004
Agate Pass Investment Management
Washington
$1.27M +$94.8K +663 +8%
SIG
2005
Spinnaker Investment Group
California
$1.27M +$11.7K +82 +1%
BC
2006
Barrett & Company
Rhode Island
$1.27M +$816K +5,706 +202%
RWMG
2007
Redwood Wealth Management Group
New Jersey
$1.27M -$53.5K -374 -4%
GLR
2008
Great Lakes Retirement
Ohio
$1.27M +$459K +3,210 +61%
PCP
2009
Proficio Capital Partners
Massachusetts
$1.27M +$34K +238 +3%
AAA
2010
Adams Asset Advisors
Texas
$1.26M – – –
IWM
2011
Integris Wealth Management
California
$1.26M -$5.43K -38 -0.4%
GC
2012
Gratus Capital
Georgia
$1.26M -$476K -3,328 -28%
EWM
2013
Elmwood Wealth Management
California
$1.26M +$44.2K +309 +4%
APW
2014
Acima Private Wealth
Virginia
$1.25M +$8.58K +60 +0.7%
QWM
2015
QP Wealth Management
New Jersey
$1.25M -$35.9K -251 -3%
CSI
2016
Cross Staff Investments
New York
$1.25M – – –
D
2017
Diversified
Delaware
$1.25M +$2.86K +20 +0.2%
CWM
2018
Centric Wealth Management
Illinois
$1.25M +$12.7K +89 +1%
GL
2019
GHE LLC
Tennessee
$1.25M +$26.3K +184 +2%
VCM
2020
Violich Capital Management
California
$1.25M – – –
AIIMS
2021
Analyst IMS Investment Management Services
Israel
$1.25M +$1.86K +13 +0.2%
MIM
2022
Moseley Investment Management
Florida
$1.25M +$21.4K +150 +2%
BFA
2023
Buttonwood Financial Advisors
Maryland
$1.25M -$12K -84 -1%
ERWM
2024
Elk River Wealth Management
Colorado
$1.25M -$15K -105 -1%
KOC
2025
Koss-Olinger Consulting
Florida
$1.24M +$189K +1,325 +19%
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