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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
2026
Fort Point Capital Partners
California
$323K -$16.3K -181 -5%
FC
2027
FCA Corp
Texas
$322K – – –
PWM
2028
Perigon Wealth Management
California
$322K +$18.2K +202 +6%
SCM
2029
Shapiro Capital Management
Georgia
$319K +$360 +4 +0.1%
PCFFS
2030
Pacific Center for Financial Services
California
$318K – – –
BFIC
2031
Bedell Frazier Investment Counselling
California
$317K +$51.2K +569 +20%
RAM
2032
Riggs Asset Management
Pennsylvania
$316K +$10.3K +115 +3%
YP
2033
Yellowstone Partners
Idaho
$316K +$16.5K +184 +6%
HCM
2034
Harvest Capital Management
New Hampshire
$313K -$56.2K -625 -15%
IF
2035
IRON Financial
Illinois
$313K +$3.96K +44 +1%
FSCM
2036
Front Street Capital Management
Montana
$312K – – –
MWM
2037
Mascoma Wealth Management
New Hampshire
$312K +$9.08K +101 +3%
BIM
2038
Baldwin Investment Management
Pennsylvania
$311K – – –
CC
2039
Cedar Capital
Illinois
$310K -$30.8K -343 -9%
DSN
2040
D. Scott Neal
Kentucky
$309K -$90 -1 -0%
CF
2041
Corrigan Financial
Rhode Island
$308K -$17.9K -199 -6%
CAM
2042
Covenant Asset Management
New Jersey
$308K – – –
HCM
2043
Harvey Capital Management
Florida
$305K +$11.2K +125 +4%
PCA
2044
Providence Capital Advisors
North Carolina
$305K +$299K +3,324 New
SWA
2045
SFMG Wealth Advisors
Texas
$303K +$19.5K +217 +7%
AAS
2046
Annex Advisory Services
Wisconsin
$303K +$69.4K +772 +31%
PFGIA
2047
Patriot Financial Group Insurance Agency
Massachusetts
$300K -$13.1K -146 -4%
CCM
2048
Colorado Capital Management
Colorado
$299K +$38.9K +432 +15%
PWPS
2049
Pinnacle Wealth Planning Services
Ohio
$296K +$289K +3,214 New
PGA
2050
Premia Global Advisors
Florida
$296K +$291K +3,241 New
80 81
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