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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
2001
Investment Research & Advisory Group
Georgia
$1.3M +$15.3K +100 +1%
WCM
2002
WealthBridge Capital Management
Ohio
$1.3M +$41.5K +272 +3%
BC
2003
Barrett & Company
Rhode Island
$1.3M +$305 +2 +0%
OIM
2004
Opus Investment Management
Massachusetts
$1.3M – – –
PCMC
2005
Paragon Capital Management (Colorado)
Colorado
$1.3M -$11.3K -74 -0.8%
CCA
2006
Cora Capital Advisors
New Jersey
$1.3M -$3.82K -25 -0.3%
MA
2007
MBA Advisors
Pennsylvania
$1.29M +$458 +3 +0%
SPA
2008
Sherbrooke Park Advisers
New York
$1.29M +$1.36M +8,875 New
KFP
2009
Keystone Financial Planning
Ohio
$1.29M – – –
WIA
2010
Westbourne Investment Advisors
Maryland
$1.29M – – –
PWSG
2011
Pacific Wealth Strategies Group
California
$1.29M +$335K +2,193 +33%
AMBIA
2012
Allen Mooney & Barnes Investment Advisors
Georgia
$1.29M +$242K +1,583 +22%
SMH
2013
Sanders Morris Harris
Texas
$1.29M -$13.3K -87 -1%
TW
2014
Towerpoint Wealth
California
$1.27M +$6.57K +43 +0.5%
NRG
2015
Nemes Rush Group
Michigan
$1.27M -$14.4K -94 -1%
PRC
2016
Pearl River Capital
Michigan
$1.27M +$1.33M +8,728 New
RWB
2017
RMR Wealth Builders
New Jersey
$1.27M +$454K +2,971 +52%
KP
2018
Keel Point
Alabama
$1.27M +$38.2K +250 +3%
HFP
2019
Holistic Financial Partners
Indiana
$1.27M +$48K +314 +4%
PCS
2020
Personal CFO Solutions
New Jersey
$1.27M +$68.9K +451 +5%
PF
2021
Phoenix Financial
Israel
$1.27M -$287K -1,876 -18%
SPW
2022
Sonoma Private Wealth
California
$1.27M +$18.3K +120 +1%
LCS
2023
Levin Capital Strategies
New York
$1.27M -$24.4K -160 -2%
ACM
2024
Ategra Capital Management
Virginia
$1.27M -$5.19K -34 -0.4%
BWA
2025
Burt Wealth Advisors
Maryland
$1.27M – – –
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