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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2301
Cypress Wealth Services
California
$750K +$109K +725 +16%
HI
2302
Hoey Investments
Pennsylvania
$750K +$323K +2,151 +70%
WAM
2303
WFA Asset Management
Wisconsin
$749K +$74.2K +494 +10%
KLI
2304
Kelman-Lazarov Inc
Tennessee
$747K -$74.7K -497 -9%
AMCA
2305
Arthur M. Cohen & Associates
Illinois
$746K -$45.1K -300 -5%
KA
2306
Kozak & Associates
Colorado
$742K +$3.76K +25 +0.5%
MC
2307
Montag & Caldwell
Georgia
$742K +$425K +2,827 +121%
MTC
2308
Matrix Trust Company
Colorado
$742K +$672K +4,470 +651%
NAMM
2309
NorthStar Asset Management (Massachusetts)
Massachusetts
$742K +$10.5K +70 +1%
CCM
2310
Canal Capital Management
Virginia
$740K +$51.4K +342 +7%
PFM
2311
Premier Fund Managers
United Kingdom
$739K -$15.2M -100,800 -95%
SIS
2312
Sound Income Strategies
Florida
$738K +$52.6K +350 +7%
PFC
2313
Phocas Financial Corp
California
$737K – – –
SAM
2314
Sequent Asset Management
Texas
$735K -$58.6K -390 -7%
RIM
2315
Rockbridge Investment Management
New York
$735K -$173K -1,152 -18%
SL
2316
Savior LLC
Massachusetts
$734K +$751 +5 +0.1%
BCP
2317
Berkeley Capital Partners
Georgia
$734K +$8.57K +57 +1%
SDAM
2318
Shulman DeMeo Asset Management
New York
$732K +$20K +133 +3%
CC
2319
Corton Capital
Ontario, Canada
$731K +$355K +2,359 +87%
CWA
2320
Centennial Wealth Advisory
Michigan
$731K +$765K +5,087 New
TNA
2321
True North Advisors
Texas
$728K +$50.8K +338 +7%
GAM
2322
Gould Asset Management
California
$728K +$174K +1,160 +30%
SCA
2323
St. Clair Advisors
Ohio
$727K -$203K -1,348 -21%
SRC
2324
Shufro Rose & Co
New York
$727K +$38.8K +258 +5%
FCA
2325
FLC Capital Advisors
California
$726K -$75.8K -504 -9%
91 92
93
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