We are live on ! Find out more
PG icon

Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2001
Lauterbach Financial Advisors
Texas
$1.72M +$1.17K +7 +0.1%
VIP
2002
Vista Investment Partners
Oklahoma
$1.72M -$35.3K -211 -2%
CWP
2003
CFM Wealth Partners
Texas
$1.72M +$114K +682 +7%
C
2004
Certuity
Florida
$1.72M -$727K -4,338 -30%
SCM
2005
Sirios Capital Management
Massachusetts
$1.72M +$856K +5,108 +103%
WMA
2006
West Michigan Advisors
Michigan
$1.72M -$76.4K -456 -4%
WAG
2007
Winthrop Advisory Group
Massachusetts
$1.72M +$32.5K +194 +2%
NCM
2008
Novare Capital Management
North Carolina
$1.71M +$118K +705 +8%
YIM
2009
Yoffe Investment Management
Pennsylvania
$1.71M – – –
CAM
2010
Creekmur Asset Management
Illinois
$1.71M +$185K +1,104 +12%
SGK
2011
Steigerwald Gordon & Koch
Virginia
$1.71M -$19.9K -119 -1%
IF
2012
Intrua Financial
Texas
$1.71M -$42K -251 -2%
CCA
2013
Corps Capital Advisors
Texas
$1.71M – – –
ALC
2014
Alexander Labrunerie & Co
Missouri
$1.7M -$4.52K -27 -0.3%
HWA
2015
HCR Wealth Advisors
California
$1.7M -$2.01K -12 -0.1%
QC
2016
Quantessence Capital
New York
$1.7M +$1.67M +9,973 New
NLGIA
2017
Nippon Life Global Investors Americas
New York
$1.7M +$901K +5,380 +117%
PFA
2018
Plotkin Financial Advisors
Maryland
$1.7M – – –
TCMP
2019
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.7M +$1.67M +9,968 New
BB
2020
Bell Bank
North Dakota
$1.7M -$26.5K -158 -2%
TCM
2021
Triumph Capital Management
Colorado
$1.7M +$93.6K +559 +6%
PWSG
2022
Pacific Wealth Strategies Group
California
$1.69M +$32.2K +192 +2%
IP
2023
Isthmus Partners
Wisconsin
$1.69M -$20.1K -120 -1%
IIA
2024
Integral Investment Advisors
California
$1.69M -$982K -5,864 -37%
CWA
2025
CJM Wealth Advisers
Virginia
$1.69M -$16.6K -99 -1%
79 80
81
82 83