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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
ALC
2001
Alexander Labrunerie & Co
Missouri
$1.41M +$442 +3 +0%
JRPIM
2002
Journey Retirement Planning & Investment Management
Idaho
$1.41M +$1.45M +9,820 New
GA
2003
GoalVest Advisory
New York
$1.41M -$223K -1,511 -13%
EW
2004
Elyxium Wealth
California
$1.41M -$777K -5,270 -35%
PCS
2005
Personal CFO Solutions
New Jersey
$1.4M +$223K +1,510 +18%
CD
2006
Capital Developers
North Carolina
$1.4M +$1.44M +9,795 New
GSEP
2007
Golden State Equity Partners
California
$1.4M +$147K +998 +11%
RPWA
2008
Regent Peak Wealth Advisors
Georgia
$1.4M -$67.4K -457 -4%
CFA
2009
Churchill Financial Advisors
Kentucky
$1.4M +$1.44M +9,769 New
AF
2010
Aldebaran Financial
$1.4M -$349K -2,365 -20%
I
2011
INVST
Indiana
$1.4M -$264K -1,790 -16%
CFD
2012
Creative Financial Designs
Indiana
$1.4M -$602K -4,085 -30%
BWM
2013
BankPlus Wealth Management
Mississippi
$1.39M -$3.39K -23 -0.2%
WAG
2014
Winthrop Advisory Group
Massachusetts
$1.39M -$13K -88 -0.9%
CCM
2015
Chickasaw Capital Management
Tennessee
$1.39M +$2.95K +20 +0.2%
FAM
2016
Fairtree Asset Management
South Africa
$1.39M +$1.43M +9,676 New
MA
2017
MJP Associates
Connecticut
$1.38M +$99.5K +675 +8%
VIP
2018
Vista Investment Partners
Oklahoma
$1.38M -$71.5K -485 -5%
TWP
2019
Tower Wealth Partners
Pennsylvania
$1.38M -$200K -1,354 -12%
CC
2020
Corsicana & Co
Texas
$1.37M – – –
SCM
2021
Sterling Capital Management
North Carolina
$1.37M -$518K -3,515 -27%
WMA
2022
West Michigan Advisors
Michigan
$1.37M -$87.9K -596 -6%
CAM
2023
Councilmark Asset Management
Tennessee
$1.37M -$11.8K -80 -0.8%
HWA
2024
Heritage Wealth Advisors
Virginia
$1.36M – – –
SPF
2025
South Plains Financial
Texas
$1.36M +$55K +373 +4%
79 80
81
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