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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2526
Austin Private Wealth
Texas
$535K +$12.6K +84 +2%
AIM
2527
AMI Investment Management
Indiana
$535K +$39.1K +260 +8%
HAS
2528
Holland Advisory Services
Florida
$533K -$43.7K -291 -7%
ECAM
2529
East Coast Asset Management
Massachusetts
$533K – – –
ED
2530
Exane Derivatives
France
$533K -$21.8K -145 -4%
PFA
2531
Pettinga Financial Advisors
Indiana
$531K -$3.01K -20 -0.5%
AIFAIM
2532
American Institute for Advanced Investment Management
Arizona
$531K – – –
OWM
2533
OneAscent Wealth Management
Alabama
$530K -$20.6K -137 -4%
FC
2534
Forte Capital
New York
$527K -$223K -1,484 -29%
SLG
2535
Stanley-Laman Group
Pennsylvania
$527K -$59.8K -398 -10%
PGWM
2536
Parisi Gray Wealth Management
New Jersey
$527K -$47K -313 -8%
SRSA
2537
S.R. Schill & Associates
Washington
$527K – – –
TWM
2538
Tradition Wealth Management
Minnesota
$526K +$84.3K +561 +18%
CMS
2539
Capital Market Strategies
Florida
$526K +$99K +659 +22%
BSSFA
2540
Baron Silver Stevens Financial Advisors
Florida
$525K +$117K +776 +27%
JF
2541
Joule Financial
Kentucky
$525K +$549K +3,654 New
MF
2542
Montis Financial
Massachusetts
$524K -$3.76K -25 -0.7%
SKK
2543
Shepherd Kaplan Krochuk
Massachusetts
$524K -$301 -2 -0.1%
TWP
2544
Tower Wealth Partners
Pennsylvania
$524K +$55.5K +369 +11%
CFO
2545
Collective Family Office
Pennsylvania
$523K -$1.35K -9 -0.2%
PS
2546
Planned Solutions
California
$523K +$301 +2 +0.1%
NCM
2547
NCM Capital Management
New Jersey
$519K – – –
TAIM
2548
TD Ameritrade Investment Management
Nebraska
$518K -$191K -1,269 -26%
CWM
2549
CCG Wealth Management
California
$518K -$14.7K -98 -3%
KFP
2550
KB Financial Partners
New Jersey
$517K +$8.87K +59 +2%
100 101
102
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