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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
Continuum Advisory
Idaho
$1.59M +$145K +890 +10%
HNWAG
2002
High Net Worth Advisory Group
Florida
$1.59M -$55.5K -340 -3%
BB
2003
Bell Bank
North Dakota
$1.59M +$3.59K +22 +0.2%
SCM
2004
Sirios Capital Management
Massachusetts
$1.59M -$15.2K -93 -0.9%
PFA
2005
Plotkin Financial Advisors
Maryland
$1.59M – – –
SGK
2006
Steigerwald Gordon & Koch
Virginia
$1.59M -$11.4K -70 -0.7%
SSA
2007
Sierra Summit Advisors
Nevada
$1.59M +$767K +4,697 +89%
CWA
2008
CJM Wealth Advisers
Virginia
$1.58M +$2.45K +15 +0.2%
AGP
2009
Autumn Glory Partners
Texas
$1.57M +$414K +2,534 +35%
HCM
2010
HMS Capital Management
Tennessee
$1.57M -$75.1K -460 -4%
WIM
2011
WealthPlan Investment Management
Nebraska
$1.57M +$1.28M +7,857 +396%
FA
2012
Faithward Advisors
Pennsylvania
$1.57M +$33.6K +206 +2%
WAG
2013
Winthrop Advisory Group
Massachusetts
$1.56M -$41.3K -253 -3%
DE
2014
Diversified Enterprises
Delaware
$1.56M -$9.3K -57 -0.6%
NCM
2015
Novare Capital Management
North Carolina
$1.56M -$41.6K -255 -3%
IF
2016
Intrua Financial
Texas
$1.56M -$42.8K -262 -3%
HI
2017
Harrington Investments
California
$1.55M -$9.79K -60 -0.6%
GIP
2018
Greatmark Investment Partners
Georgia
$1.55M +$92.2K +565 +6%
AIM
2019
Advyzon Investment Management
Illinois
$1.55M +$496K +3,041 +46%
SIC
2020
Samalin Investment Counsel
New York
$1.55M +$51.4K +315 +3%
FCFC
2021
First Commonwealth Financial Corp
Pennsylvania
$1.55M +$1.31K +8 +0.1%
IIA
2022
Integral Investment Advisors
California
$1.55M -$33.1K -203 -2%
SP
2023
Successful Portfolios
Florida
$1.54M -$1.31K -8 -0.1%
AA
2024
Argent Advisors
Louisiana
$1.54M +$166K +1,017 +12%
SFS
2025
Summit Financial Strategies
Ohio
$1.54M +$3.1K +19 +0.2%
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