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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2526
Wedge Capital Management
North Carolina
$642K +$20.3K +145 +4%
OCPWS
2527
One Charles Private Wealth Services
Massachusetts
$640K -$25.1K -179 -4%
SWP
2528
Summit Wealth Partners
Florida
$637K +$1.54K +11 +0.3%
JF
2529
Joule Financial
Kentucky
$636K +$17.5K +125 +3%
HSWM
2530
Hubbell Strickland Wealth Management
Louisiana
$633K +$30K +214 +5%
BW
2531
Basepoint Wealth
Iowa
$632K +$81.7K +583 +16%
T
2532
TCWP
Ohio
$631K +$91K +649 +18%
TC
2533
Tacita Capital
Ontario, Canada
$629K – – –
AW
2534
Apricus Wealth
South Carolina
$629K -$36.4K -260 -6%
CNAM
2535
Campbell Newman Asset Management
Wisconsin
$629K – – –
CIM
2536
CIM Investment Management
Pennsylvania
$628K -$16.4K -117 -3%
DWM
2537
Dorchester Wealth Management
Quebec, Canada
$628K -$654K -4,665 -53%
FC
2538
Forte Capital
New York
$624K +$192K +1,369 +50%
CPA
2539
Capital Planning Advisors
California
$623K -$34.1K -243 -6%
SFCL
2540
Strengthening Families & Communities LLC
Massachusetts
$622K +$94.1K +671 +20%
SCA
2541
Sandy Cove Advisors
Massachusetts
$622K -$28.9K -206 -5%
WLIM
2542
White Lighthouse Investment Management
Massachusetts
$619K +$140 +1 +0%
SCA
2543
Stuart Chaussee & Associates
California
$619K +$841 +6 +0.1%
LT
2544
Legacy Trust
Michigan
$613K +$567K +4,047 New
APA
2545
Astoria Portfolio Advisors
New York
$612K +$24.4K +174 +4%
OWM
2546
OneAscent Wealth Management
Alabama
$612K +$21.4K +153 +4%
WEPOG
2547
Wealth Enhancement & Preservation of GA
Georgia
$610K +$564K +4,026 New
TIA
2548
Tandem Investment Advisors
South Carolina
$610K -$1.99M -14,197 -78%
FAT
2549
First American Trust
California
$609K +$94.6K +675 +20%
GAAM
2550
Guinness Atkinson Asset Management
California
$608K -$16.5K -118 -3%
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