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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2526
Adalta Capital Management
New York
$598K – – –
BAMG
2527
Brand Asset Management Group
Missouri
$598K – – –
SKK
2528
Shepherd Kaplan Krochuk
Massachusetts
$596K +$1.63K +11 +0.3%
BIA
2529
Benchmark Investment Advisors
Illinois
$596K +$541K +3,641 New
RGF
2530
Retirement Guys Formula
Ohio
$596K +$541K +3,642 New
CCP
2531
Cassia Capital Partners
North Carolina
$594K +$539K +3,633 New
WFA
2532
Wellspring Financial Advisors
Ohio
$592K +$11.7K +79 +2%
PC
2533
Periscope Capital
Ontario, Canada
$592K +$537K +3,618 New
CB
2534
Cadence Bank
Mississippi
$591K +$13.4K +90 +3%
KC
2535
Kenfarb & Co
Kentucky
$591K +$536K +3,613 New
VAFP
2536
Vahanian & Associates Financial Planning
New York
$591K +$537K +3,615 New
HSG
2537
Helen Stephens Group
Texas
$590K +$535K +3,605 New
GCMG
2538
Gyroscope Capital Management Group
Florida
$589K – – –
PTC
2539
Provident Trust Company
Wisconsin
$589K – – –
APW
2540
Austin Private Wealth
Texas
$589K +$3.27K +22 +0.6%
FZCM
2541
Flynn Zito Capital Management
New York
$589K +$535K +3,602 New
CVM
2542
Cheviot Value Management
California
$588K -$27.5K -185 -5%
RPGK
2543
Retirement Planning Group (Kansas)
Kansas
$585K +$297 +2 +0.1%
RRC
2544
Relaxing Retirement Coach
Massachusetts
$584K +$530K +3,572 New
PFA
2545
Plotkin Financial Advisors
Maryland
$584K -$46.5K -313 -8%
AIP
2546
Almanack Investment Partners
Pennsylvania
$581K -$30.3K -204 -5%
OPA
2547
Old Port Advisors
Maine
$581K -$9.5K -64 -2%
VCG
2548
Vantage Consulting Group
Virginia
$581K -$6.53K -44 -1%
PS
2549
Planned Solutions
California
$581K +$527K +3,549 New
SA
2550
Syntax Advisors
New York
$581K +$527K +3,549 New
100 101
102
103 104