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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
2501
Rock Point Advisors
Vermont
$810K – – –
RCM
2502
Raleigh Capital Management
North Carolina
$809K -$75.9K -486 -8%
LF
2503
Lantz Financial
Illinois
$809K +$4.06K +26 +0.5%
EA
2504
Emerald Advisors
Washington
$807K +$30.1K +193 +4%
SPWM
2505
Schrum Private Wealth Management
Florida
$807K +$43.6K +279 +6%
HCM
2506
Hodges Capital Management
Texas
$805K -$242K -1,549 -23%
MAM
2507
Morse Asset Management
Connecticut
$800K +$79K +506 +11%
CP
2508
Castleview Partners
Texas
$798K +$22.3K +143 +3%
HCM
2509
Hollencrest Capital Management
California
$798K -$47K -301 -5%
SAM
2510
Seelaus Asset Management
New Jersey
$797K – – –
SMA
2511
Seven Mile Advisory
New Jersey
$796K +$226K +1,449 +39%
NF
2512
Nvest Financial
New Hampshire
$795K +$377K +2,417 +88%
GWAM
2513
Guardian Wealth Advisors (Minnesota)
Minnesota
$794K +$99.6K +638 +14%
AWM
2514
Angeles Wealth Management
California
$794K -$256K -1,637 -24%
MCM
2515
Mitchell Capital Management
Kansas
$794K +$586K +3,750 +265%
HWM
2516
HighMark Wealth Management
Minnesota
$793K +$3.12K +20 +0.4%
IWP
2517
Invenio Wealth Partners
Florida
$793K +$70K +448 +10%
AAG
2518
Armstrong Advisory Group
Massachusetts
$792K -$1.09K -7 -0.1%
LSPW
2519
Lake Street Private Wealth
Illinois
$791K +$9.84K +63 +1%
BIA
2520
Barry Investment Advisors
Massachusetts
$790K -$289K -1,849 -26%
CWA
2521
CM Wealth Advisors
Ohio
$789K +$4.53K +29 +0.6%
PWM
2522
Proathlete Wealth Management
Florida
$788K +$12.7K +81 +2%
LA
2523
LVW Advisors
New York
$788K -$285K -1,825 -26%
CAWM
2524
Capital Advisors Wealth Management
Washington
$786K +$76.2K +488 +11%
TF
2525
Trek Financial
Arizona
$786K -$71.7K -459 -8%
99 100
101
102 103