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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2551
Security Financial Services
Indiana
$467K +$19.7K +139 +4%
AWA
2552
Amplius Wealth Advisors
Pennsylvania
$467K +$111K +781 +27%
LWM
2553
Lyell Wealth Management
California
$466K -$96.3K -678 -16%
AIFAIM
2554
American Institute for Advanced Investment Management
Arizona
$466K – – –
PGWM
2555
Parisi Gray Wealth Management
New Jersey
$466K +$2.98K +21 +0.6%
LSC
2556
Lesa Sroufe & Co
Washington
$465K +$523K +3,685 New
CPSC
2557
Carl P. Sherr & Co
Massachusetts
$464K +$38.5K +271 +8%
PCM
2558
Perritt Capital Management
Illinois
$463K -$14.1K -99 -3%
SRSA
2559
S.R. Schill & Associates
Washington
$463K – – –
KFP
2560
KB Financial Partners
New Jersey
$462K +$9.09K +64 +2%
SKK
2561
Shepherd Kaplan Krochuk
Massachusetts
$461K +$994 +7 +0.2%
CWM
2562
CCG Wealth Management
California
$460K +$5.26K +37 +1%
TA
2563
TrueWealth Advisors
Alabama
$460K +$10.7K +75 +2%
TCWM
2564
Total Clarity Wealth Management
Illinois
$458K +$11.9K +84 +2%
VC
2565
Vicus Capital
Pennsylvania
$457K -$35.5K -250 -6%
OPA
2566
Old Port Advisors
Maine
$457K +$9.66K +68 +2%
HCM
2567
Hollencrest Capital Management
California
$457K +$14.2K +100 +3%
EAM
2568
Eukles Asset Management
Ohio
$457K +$41.2K +290 +9%
KC
2569
Kenfarb & Co
Kentucky
$456K – – –
NCM
2570
NCM Capital Management
New Jersey
$456K – – –
BEAM
2571
Baker Ellis Asset Management
Washington
$456K +$55.1K +388 +12%
FL
2572
Fort LP
Maryland
$455K -$335K -2,355 -40%
WFA
2573
WestHill Financial Advisors
California
$455K +$11.2K +79 +2%
MAM
2574
Montchanin Asset Management
Delaware
$453K – – –
RRA
2575
Round Rock Advisors
Connecticut
$453K – – –
101 102
103
104 105