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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
2501
Blue Zone Wealth Advisors
California
$601K -$11.3K -72 -2%
W
2502
WealthOne
New York
$600K +$209K +1,335 +52%
KL
2503
KilterHowling LLC
Colorado
$598K -$39.9K -255 -6%
HKIM
2504
Hayek Kallen Investment Management
Alabama
$597K -$15.5K -99 -2%
TA
2505
TCM Advisors
West Virginia
$596K -$626K -4,000 Closed
GAM
2506
Gould Asset Management
California
$596K -$52.4K -335 -8%
NA
2507
Nottingham Advisors
New York
$595K – – –
JBA
2508
Johnson Bixby & Associates
Washington
$594K +$782 +5 +0.1%
FSA
2509
Financial Sense Advisors
California
$593K -$1.13M -7,238 -65%
PCFFS
2510
Pacific Center for Financial Services
California
$593K -$31.1K -199 -5%
CCM
2511
Chiron Capital Management
Florida
$593K – – –
FPGK
2512
Financial Partners Group (Kansas)
Kansas
$593K +$1.56K +10 +0.3%
OL
2513
Optas LLC
Texas
$593K +$15.5K +99 +3%
PWS
2514
Private Wealth Strategies
Ohio
$592K +$313 +2 +0.1%
TFGT
2515
TS Financial Group (TSFG)
Illinois
$591K -$3.29K -21 -0.5%
ED
2516
Exane Derivatives
France
$588K -$68.8K -440 -10%
SIC
2517
SJS Investment Consulting
Ohio
$587K +$5.63K +36 +0.9%
EA
2518
Emerald Advisors
Washington
$587K +$7.2K +46 +1%
BRG
2519
Bay Rivers Group
Virginia
$586K +$14.7K +94 +3%
BAMG
2520
Brand Asset Management Group
Missouri
$585K +$27.7K +177 +5%
LSWM
2521
Lorne Steinberg Wealth Management
Canada
$585K +$78.2K +500 +15%
OWM
2522
OneAscent Wealth Management
Alabama
$584K +$598K +3,823 New
TA
2523
TruWealth Advisors
Louisiana
$582K -$7.04K -45 -1%
CM
2524
Castleark Management
Illinois
$581K – – –
ACM
2525
Adalta Capital Management
New York
$581K +$23.5K +150 +4%
99 100
101
102 103