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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
2501
Bordeaux Wealth Advisors
California
$864K +$152K +895 +22%
LSIA
2502
LaSalle St. Investment Advisors
Illinois
$862K +$110K +646 +15%
SWA
2503
Sax Wealth Advisors
New Jersey
$861K +$40.9K +241 +5%
PAM
2504
Peninsula Asset Management
Florida
$861K -$25.5K -150 -3%
ZB
2505
Zions Bancorporation
Utah
$861K +$67.7K +399 +9%
KFA
2506
Kelleher Financial Advisors
New York
$861K
FWM
2507
Forza Wealth Management
Florida
$861K -$22.1K -130 -3%
OFG
2508
OmniStar Financial Group
North Carolina
$860K +$7.13K +42 +0.9%
HZ
2509
Hixon Zuercher
Ohio
$858K -$17.1K -101 -2%
PA
2510
Probity Advisors
Texas
$858K -$14.6K -86 -2%
TA
2511
TruWealth Advisors
Louisiana
$858K +$340 +2 +0%
EDRIA
2512
Edmonds Duncan Registered Investment Advisors
Kansas
$858K +$6.28K +37 +0.8%
ICP
2513
Ironvine Capital Partners
Nebraska
$856K
AMCA
2514
Arthur M. Cohen & Associates
Illinois
$856K
QPWM
2515
Quadrant Private Wealth Management
Pennsylvania
$854K +$23.9K +141 +3%
CWM
2516
Cahaba Wealth Management
Georgia
$853K +$81K +477 +11%
QPW
2517
Quantum Private Wealth
Florida
$851K
NCM
2518
NCM Capital Management
New Jersey
$848K
LA
2519
Lifeworks Advisors
Michigan
$848K -$9.17K -54 -1%
FWA
2520
FSM Wealth Advisors
Ohio
$845K +$57.2K +337 +7%
TCB
2521
Texas Capital Bancshares
Texas
$843K +$58.6K +345 +8%
TIA
2522
Traphagen Investment Advisors
New Jersey
$842K +$62K +365 +8%
FGA
2523
Fortis Group Advisors
New Jersey
$842K -$65.7K -387 -7%
BBNB
2524
Baker Boyer National Bank
Washington
$841K
SIM
2525
SSI Investment Management
California
$841K -$509 -3 -0.1%