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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
2001
Investment Research & Advisory Group
Georgia
$1.67M +$63K +370 +4%
MWM
2002
MOKAN Wealth Management
Kansas
$1.67M +$1.69M +9,945 New
FDS
2003
Freedom Day Solutions
Texas
$1.67M -$36.6K -215 -2%
PWM
2004
Palumbo Wealth Management
New York
$1.66M -$67.4K -396 -4%
RYIA
2005
Roehl & Yi Investment Advisors
Oregon
$1.66M +$1.69M +9,897 New
WP
2006
WealthShield Partners
North Carolina
$1.66M -$71.5K -420 -4%
TW
2007
Traveka Wealth
California
$1.66M +$1.08M +6,328 +178%
WAG
2008
Winthrop Advisory Group
Massachusetts
$1.66M +$2.9K +17 +0.2%
HWA
2009
Heritage Wealth Advisors
Virginia
$1.65M -$236K -1,388 -12%
FAFN
2010
First Affirmative Financial Network
Colorado
$1.65M +$238K +1,399 +17%
IIC
2011
Integrated Investment Consultants
Michigan
$1.65M +$1.36M +7,992 +435%
CCM
2012
Chickasaw Capital Management
Tennessee
$1.65M -$4.26K -25 -0.3%
FA
2013
Fountainhead AM
New Jersey
$1.65M +$49K +288 +3%
WA
2014
Waddell & Associates
Tennessee
$1.64M – – –
FB
2015
First Bancorp
Maine
$1.64M -$15.3K -90 -0.9%
CWAG
2016
Compton Wealth Advisory Group
Virginia
$1.63M +$74.6K +438 +5%
WHG
2017
Westwood Holdings Group
Texas
$1.63M +$315K +1,848 +23%
FA
2018
Faithward Advisors
Pennsylvania
$1.63M +$5.96K +35 +0.4%
PWSG
2019
Pacific Wealth Strategies Group
California
$1.63M +$11.6K +68 +0.7%
FBB
2020
Fulton Breakefield Broenniman
Maryland
$1.63M -$3.07K -18 -0.2%
AI
2021
Atom Investors
Texas
$1.63M -$2.28M -13,402 -58%
CI
2022
CacheTech Inc
Utah
$1.63M +$1.44M +8,473 +686%
BFG
2023
Berger Financial Group
Minnesota
$1.63M -$128K -751 -7%
SP
2024
Successful Portfolios
Florida
$1.63M -$7.66K -45 -0.5%
IJWM
2025
Inman Jager Wealth Management
Mississippi
$1.62M +$1.65M +9,682 New
79 80
81
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