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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
2026
High Falls Advisors
New York
$516K +$640 +6 +0.1%
PI
2027
PFS Investments
Georgia
$516K +$486K +4,562 New
SOAMC
2028
Spirit of America Management Corp
New York
$515K – – –
M
2029
MOTCO
Texas
$515K +$144K +1,349 +40%
PCM
2030
Pointe Capital Management
Michigan
$514K -$213K -2,000 -30%
WF
2031
WoodTrust Financial
Wisconsin
$513K – – –
AFC
2032
AFT Forsyth & Company
Florida
$512K – – –
AIM
2033
Acropolis Investment Management
Missouri
$510K -$3.62K -34 -0.7%
JLBC
2034
J.L. Bainbridge & Co
Florida
$507K -$74.2K -696 -13%
FCFC
2035
First Commonwealth Financial Corp
Pennsylvania
$507K +$15.8K +148 +3%
MYIA
2036
Mount Yale Investment Advisors
Colorado
$502K -$95.6K -897 -17%
NVIM
2037
New Vernon Investment Management
Illinois
$502K – – –
PSF
2038
Pacific Sun Financial
California
$502K +$488K +4,574 New
BHB
2039
Bank Hapoalim BM
Israel
$500K – – –
PCP
2040
Proficio Capital Partners
Massachusetts
$497K +$83.9K +787 +21%
MA
2041
MONECO Advisors
Connecticut
$496K -$43.8K -411 -8%
BCM
2042
Bluefin Capital Management
New York
$495K +$482K +4,518 New
NP
2043
NorthRock Partners
Minnesota
$490K -$308K -2,886 -64%
TAM
2044
Todd Asset Management
Kentucky
$490K – – –
PNAA
2045
Pictet North America Advisors
Switzerland
$489K -$853 -8 -0.2%
AFNAS
2046
American Financial Network Advisory Services
California
$484K -$59.2K -555 -11%
MUS
2047
Mitsubishi UFJ Securities
Japan
$484K +$179K +1,680 +62%
CWM
2048
Confluence Wealth Management
Oregon
$483K – – –
W
2049
WealthOne
New York
$479K +$466K +4,369 New
VAM
2050
Verity Asset Management
North Carolina
$478K -$32.5K -305 -7%
80 81
82
83 84