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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
GRQ
2001
Gardner Russo & Quinn
Pennsylvania
$1.33M -$413K -2,722 -23%
WIA
2002
Westbourne Investment Advisors
Maryland
$1.33M +$9.85K +65 +0.7%
KIM
2003
Kestra Investment Management
Texas
$1.33M +$783K +5,164 +128%
QC
2004
Quent Capital
New York
$1.33M -$307K -2,024 -18%
WMA
2005
Wealth Management Associates
New Jersey
$1.33M – – –
IF
2006
Intrua Financial
Texas
$1.33M -$172K -1,132 -11%
VCM
2007
Virtue Capital Management
Tennessee
$1.33M +$79.1K +522 +6%
NPFS
2008
Novak & Powell Financial Services
Florida
$1.32M +$40.6K +268 +3%
TAM
2009
Townsend Asset Management
North Carolina
$1.32M -$17K -112 -1%
UPS
2010
UHLMANN PRICE SECURITIES
Illinois
$1.32M +$1.4M +9,245 New
LAIC
2011
Lederer & Associates Investment Counsel
California
$1.32M +$317K +2,094 +30%
CGH
2012
CMG Global Holdings
Texas
$1.32M +$152 +1 +0%
MEAC
2013
M.E. Allison & Co
Texas
$1.32M – – –
BTWM
2014
Baker Tilly Wealth Management
Wisconsin
$1.32M -$20.2K -133 -1%
IHL
2015
Investment House LLC
California
$1.32M +$33.4K +220 +2%
S
2016
Sunpointe
Missouri
$1.31M -$463K -3,056 -25%
PWP
2017
Perfromance Wealth Partners
Illinois
$1.31M +$396K +2,611 +40%
WA1
2018
Wimmer Associates 1
California
$1.31M +$23.8K +157 +2%
AFA
2019
AA Financial Advisors
Ohio
$1.31M +$209K +1,380 +18%
MBI
2020
Montrusco Bolton Investments
Quebec, Canada
$1.31M -$24.9K -164 -2%
LCS
2021
Levin Capital Strategies
New York
$1.31M -$288K -1,900 -17%
CL
2022
CVFG LLC
Indiana
$1.3M +$739K +4,875 +117%
KFP
2023
Keystone Financial Planning
Ohio
$1.3M – – –
CRIG
2024
Charter Research & Investment Group
Connecticut
$1.3M – – –
CFGW
2025
Chancellor Financial Group WB
Pennsylvania
$1.3M +$2.58K +17 +0.2%
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