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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
CST
2001
Charles Schwab Trust
Nevada
$1.33M +$10.1K +67 +0.7%
ACM
2002
Ategra Capital Management
Virginia
$1.32M -$78.7K -522 -6%
TW
2003
Towerpoint Wealth
California
$1.32M +$17.9K +119 +1%
CAMV
2004
Concord Asset Management (Virginia)
Virginia
$1.32M +$210K +1,394 +19%
BWA
2005
Burt Wealth Advisors
Maryland
$1.32M -$3.01K -20 -0.2%
WCM
2006
WealthBridge Capital Management
Ohio
$1.32M -$210K -1,391 -14%
CPA
2007
Cardiff Park Advisors
California
$1.31M +$258K +1,714 +25%
GLR
2008
Great Lakes Retirement
Ohio
$1.31M +$18.2K +121 +1%
VNA
2009
Valley National Advisers
Pennsylvania
$1.31M +$7.84K +52 +0.6%
AA
2010
Apriem Advisors
California
$1.31M -$23.4K -155 -2%
FB
2011
First Bancorp
Maine
$1.3M -$16.6K -110 -1%
AIM
2012
Athena Investment Management
California
$1.3M -$183K -1,212 -12%
ARMT
2013
Amica Retiree Medical Trust
Rhode Island
$1.3M -$82.6K -548 -6%
OP
2014
ORG Partners
Indiana
$1.3M -$346K -2,296 -21%
CFCI
2015
Comprehensive Financial Consultants Institutional
Indiana
$1.3M +$16.9K +112 +1%
SPW
2016
Sonoma Private Wealth
California
$1.3M +$47.8K +317 +4%
BKA
2017
Brick & Kyle Associates
Pennsylvania
$1.3M -$27K -179 -2%
IIL
2018
Insight Inv LLC
California
$1.29M -$2.56K -17 -0.2%
GC
2019
Gratus Capital
Georgia
$1.29M +$8.29K +55 +0.6%
SIG
2020
Spinnaker Investment Group
California
$1.29M -$2.71K -18 -0.2%
DWM
2021
Dorchester Wealth Management
Quebec, Canada
$1.29M -$45.2K -300 -3%
IWM
2022
Integris Wealth Management
California
$1.29M +$301 +2 +0%
TC
2023
TAP Consulting
Missouri
$1.29M -$45.1K -299 -3%
JDR
2024
Jay D. Rosenbaum
$1.29M +$36.2K +240 +3%
KP
2025
Keel Point
Alabama
$1.29M +$112K +742 +10%
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