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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
2501
Cottage Street Advisors
Massachusetts
$947K +$33.2K +195 +4%
RIS
2502
Retirement Income Solutions
Michigan
$945K – – –
BGAI
2503
Bruce G. Allen Investments
Colorado
$944K -$1.19K -7 -0.1%
CFP
2504
Curran Financial Partners
South Carolina
$943K +$60.3K +354 +7%
OP
2505
ORG Partners
Indiana
$943K +$51.1K +300 +6%
FNC
2506
First National Corp
Massachusetts
$941K -$5.96K -35 -0.6%
BP
2507
Broadleaf Partners
Ohio
$941K -$144K -847 -13%
SWM
2508
Shepherd Wealth Management
Ohio
$940K +$955K +5,608 New
PMSA
2509
Patrick M. Sweeney & Associates
Illinois
$937K +$5.28K +31 +0.6%
HC
2510
Hamilton Capital
Ohio
$936K +$92.5K +543 +11%
PIM
2511
Profit Investment Management
Maryland
$936K -$40.2K -236 -4%
T
2512
TOBAM
France
$935K -$326K -1,912 -26%
PW
2513
Paladin Wealth
Minnesota
$933K +$47.5K +279 +5%
ML
2514
McAdam LLC
Pennsylvania
$932K +$61.1K +359 +7%
EMAM
2515
Encompass More Asset Management
California
$932K +$43.4K +255 +5%
BCM
2516
Buckhead Capital Management
Georgia
$931K -$170 -1 -0%
NQWM
2517
Northwest Quadrant Wealth Management
Oregon
$930K +$48K +282 +5%
MW
2518
MBL Wealth
North Carolina
$929K -$83.3K -489 -8%
NFC
2519
Northstar Financial Companies
Pennsylvania
$929K +$943K +5,538 New
STA
2520
Smith Thornton Advisors
Alabama
$925K – – –
BWP
2521
Balboa Wealth Partners
Arizona
$923K -$38.7K -227 -4%
TPW
2522
Transatlantique Private Wealth
New York
$923K -$13.1K -77 -1%
SCP
2523
Sivia Capital Partners
California
$923K +$50.9K +299 +6%
BSB
2524
Bangor Savings Bank
Maine
$922K -$18.2K -107 -2%
GKWIM
2525
Gerber Kawasaki Wealth & Investment Management
California
$922K +$8.01K +47 +0.9%
99 100
101
102 103