We are live on ! Find out more
PG icon

Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
2001
New England Research & Management
Illinois
$1.35M – – –
VNA
2002
Valley National Advisers
Pennsylvania
$1.35M +$108K +729 +9%
BFG
2003
Beacon Financial Group
Texas
$1.35M -$16.4K -111 -1%
FBB
2004
Fulton Breakefield Broenniman
Maryland
$1.35M -$37.3K -252 -3%
MA
2005
MKT Advisors
California
$1.35M -$15.3K -103 -1%
BONST
2006
Bank of Nova Scotia Trust
Ontario, Canada
$1.34M -$1.03M -6,936 -43%
WC
2007
Whitney & Co
New York
$1.34M -$78.9K -533 -5%
RPCONE
2008
Retirement Planning Company of New England
Rhode Island
$1.34M +$530K +3,576 +64%
RCM
2009
Raleigh Capital Management
North Carolina
$1.33M +$7.41K +50 +0.6%
AI
2010
Arvest Investments
Arkansas
$1.33M +$1.35M +9,104 New
NL
2011
NVWM LLC
Pennsylvania
$1.33M +$4.74K +32 +0.4%
DA
2012
Doliver Advisors
Texas
$1.33M -$26.5K -179 -2%
HFP
2013
Holistic Financial Partners
Indiana
$1.33M +$54.9K +371 +4%
FG
2014
Foster Group
Iowa
$1.33M – – –
JC
2015
JB Capital
Connecticut
$1.33M -$4.15M -27,988 -76%
PCP
2016
Proficio Capital Partners
Massachusetts
$1.33M -$67.5K -456 -5%
HAC
2017
Harbor Advisory Corp
New Hampshire
$1.33M – – –
CFO
2018
CVA Family Office
Colorado
$1.33M -$107K -724 -7%
KMWM
2019
Keudell/Morrison Wealth Management
Oregon
$1.33M -$15K -101 -1%
KFP
2020
Keystone Financial Planning
Ohio
$1.32M +$23.8K +161 +2%
BIP
2021
Blueprint Investment Partners
North Carolina
$1.32M -$603K -4,072 -31%
B
2022
Bridgeworth
Alabama
$1.32M -$230K -1,553 -15%
PWM
2023
Palumbo Wealth Management
New York
$1.32M -$16K -108 -1%
QIM
2024
Quest Investment Management
Oregon
$1.32M -$57.2K -386 -4%
FNA
2025
First National Advisers
Nebraska
$1.32M +$243K +1,643 +22%
79 80
81
82 83