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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
2551
Cutter & Co Brokerage
Missouri
$561K +$177K +1,132 +45%
SRSA
2552
S.R. Schill & Associates
Washington
$560K – – –
ACM
2553
Alethea Capital Management
Washington
$558K -$93.9K -600 -14%
CFO
2554
Collective Family Office
Pennsylvania
$557K -$2.66K -17 -0.5%
SKK
2555
Shepherd Kaplan Krochuk
Massachusetts
$557K – – –
PPWM
2556
Paragon Private Wealth Management
Kentucky
$557K +$7.51K +48 +1%
OPA
2557
Old Port Advisors
Maine
$556K +$2.97K +19 +0.5%
APW
2558
Austin Private Wealth
Texas
$556K +$6.26K +40 +1%
PS
2559
Planned Solutions
California
$555K +$13.1K +84 +2%
KC
2560
Kenfarb & Co
Kentucky
$552K – – –
NCM
2561
NCM Capital Management
New Jersey
$552K +$53K +339 +10%
HSG
2562
Helen Stephens Group
Texas
$551K – – –
MSU
2563
Mizuho Securities USA
New York
$548K -$1.37M -8,778 -71%
MWP
2564
Meridian Wealth Partners
Pennsylvania
$547K +$38.5K +246 +7%
RRC
2565
Relaxing Retirement Coach
Massachusetts
$546K – – –
PFA
2566
Plotkin Financial Advisors
Maryland
$545K – – –
SWM
2567
Scissortail Wealth Management
Oklahoma
$545K +$136K +871 +31%
WOSD
2568
WFA of San Diego
California
$543K -$49.6K -317 -8%
APF
2569
Alaska Permanent Fund
Alaska
$542K +$4.22K +27 +0.8%
SFS
2570
Security Financial Services
Indiana
$542K +$42.7K +273 +8%
FGP
2571
Foyston, Gordon, & Payne
Ontario, Canada
$540K – – –
KFP
2572
KB Financial Partners
New Jersey
$540K +$117K +748 +27%
SBF
2573
Sara-Bay Financial
Florida
$539K -$87.6K -560 -14%
WFA
2574
WestHill Financial Advisors
California
$539K +$156 +1 +0%
TFA
2575
Trinity Financial Advisors
Ohio
$539K +$782 +5 +0.1%
101 102
103
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