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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
HAC
2001
Harbor Advisory Corp
New Hampshire
$1.47M – – –
NL
2002
NVWM LLC
Pennsylvania
$1.47M -$8.78K -56 -0.6%
AC
2003
Apella Capital
Connecticut
$1.47M -$70.9K -452 -5%
BONST
2004
Bank of Nova Scotia Trust
Ontario, Canada
$1.47M -$20.4K -130 -1%
KFP
2005
Keystone Financial Planning
Ohio
$1.46M – – –
JC
2006
JB Capital
Connecticut
$1.46M -$8.15K -52 -0.6%
IA
2007
Insight Advisors
Pennsylvania
$1.46M -$108K -686 -7%
IIL
2008
Insight Inv LLC
California
$1.46M +$106K +675 +8%
KP
2009
Keel Point
Alabama
$1.46M +$35.3K +225 +3%
RCM
2010
Raleigh Capital Management
North Carolina
$1.46M -$19.3K -123 -1%
AI
2011
Arvest Investments
Arkansas
$1.46M -$21.2K -135 -1%
SAM
2012
Sawgrass Asset Management
Florida
$1.45M +$70.9K +452 +5%
GA
2013
GoalVest Advisory
New York
$1.45M +$134K +856 +11%
BWA
2014
Burt Wealth Advisors
Maryland
$1.45M +$43.1K +275 +3%
TPWA
2015
TRUE Private Wealth Advisors
Oregon
$1.45M -$91.3K -582 -6%
VNA
2016
Valley National Advisers
Pennsylvania
$1.45M -$44.9K -286 -3%
QIM
2017
Quest Investment Management
Oregon
$1.45M -$12.4K -79 -0.9%
PWM
2018
Palumbo Wealth Management
New York
$1.44M -$16.8K -107 -1%
OIM
2019
Opus Investment Management
Massachusetts
$1.44M – – –
CAM
2020
Cubic Asset Management
Massachusetts
$1.44M – – –
PCMC
2021
Paragon Capital Management (Colorado)
Colorado
$1.44M -$11.1K -71 -0.8%
ACI
2022
Alpha Cubed Investments
California
$1.44M -$73.9K -471 -5%
CCA
2023
Cora Capital Advisors
New Jersey
$1.44M +$314 +2 +0%
FBFS
2024
First Business Financial Services
Wisconsin
$1.44M +$82K +523 +6%
WCM
2025
WealthBridge Capital Management
Ohio
$1.44M -$7.21K -46 -0.5%
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