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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2551
Legacy Advisors
Pennsylvania
$243K – – –
OFS
2552
OneAscent Financial Services
Alabama
$243K +$232K +1,746 New
PFG
2553
Piershale Financial Group
Illinois
$242K +$664 +5 +0.3%
RMSCM
2554
R.M. Sincerbeaux Capital Management
New York
$241K – – –
LIM
2555
Lathrop Investment Management
Arkansas
$240K +$133 +1 +0.1%
JAFL
2556
Jay A. Fishman Ltd
Michigan
$240K -$22K -166 -9%
GA
2557
GFS Advisors
Texas
$239K – – –
WB
2558
West Bancorporation
Iowa
$239K – – –
PWM
2559
PRW Wealth Management
Massachusetts
$238K – – –
TF
2560
TimeScale Financial
Massachusetts
$237K -$2.12K -16 -0.9%
LFS
2561
Legacy Financial Strategies
Kansas
$237K – – –
CCMW
2562
Cypress Capital Management (Wyoming)
Wyoming
$236K – – –
OKSA
2563
O'Keefe Stevens Advisory
New York
$236K – – –
RC
2564
RBO & Co
California
$236K +$226K +1,700 New
EIG
2565
Ellenbecker Investment Group
Wisconsin
$235K +$225K +1,691 New
WA
2566
Winfield Associates
Ohio
$234K – – –
BDF
2567
Black Diamond Financial
Maryland
$231K +$220K +1,659 New
XS
2568
XR Securities
Illinois
$230K +$220K +1,656 New
OAM
2569
Occidental Asset Management
California
$230K +$220K +1,658 New
SGI
2570
Summit Global Investments
Utah
$229K -$123K -930 -36%
VRM
2571
Vectors Research Management
New York
$229K – – –
WFPG
2572
Waller Financial Planning Group
Ohio
$229K +$218K +1,645 New
BWM
2573
BT Wealth Management
Georgia
$229K +$219K +1,647 New
NFSG
2574
Newbridge Financial Services Group
Florida
$229K +$219K +1,651 New
LSA
2575
Lion Street Advisors
Texas
$229K +$222K +1,674 New
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