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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2551
Aspire Wealth Management
Massachusetts
$608K +$841 +6 +0.1%
MSE
2552
MUFG Securities EMEA
United Kingdom
$607K -$259K -1,850 -32%
TIM
2553
Tortoise Investment Management
New York
$607K -$4.77K -34 -0.8%
PCMC
2554
Private Capital Management (Colorado)
Colorado
$606K -$75.7K -540 -12%
EIA
2555
Edgemoor Investment Advisors
Maryland
$605K -$17.8K -127 -3%
LWM
2556
Lyell Wealth Management
California
$603K +$40.2K +287 +8%
CWA
2557
Clarity Wealth Advisors
California
$602K – – –
GA
2558
Greytown Advisors
Florida
$602K -$2.24K -16 -0.4%
TFGT
2559
TS Financial Group (TSFG)
Illinois
$600K -$4.77K -34 -0.9%
CPM
2560
Connective Portfolio Management
New York
$599K – – –
RIA
2561
Richwood Investment Advisors
Ohio
$597K +$10.5K +75 +2%
SFS
2562
Security Financial Services
Indiana
$597K +$33.2K +237 +6%
KLC
2563
Knowledge Leaders Capital
Colorado
$596K -$1.96K -14 -0.4%
CWA
2564
Clarus Wealth Advisors
Arizona
$596K +$550K +3,923 New
CWA
2565
Clearview Wealth Advisors
Oregon
$595K +$2.52K +18 +0.5%
AIM
2566
AMI Investment Management
Indiana
$595K +$3.5K +25 +0.6%
CCP
2567
Cassia Capital Partners
North Carolina
$595K +$193K +1,374 +54%
GPA
2568
Guidance Point Advisors
Massachusetts
$594K – – –
NRC
2569
New Republic Capital
North Carolina
$594K +$549K +3,917 New
SPP
2570
Single Point Partners
Massachusetts
$593K +$11.9K +85 +2%
AFC
2571
AFT Forsyth & Company
Florida
$593K +$24.5K +175 +5%
APW
2572
Austin Private Wealth
Texas
$592K -$4.35K -31 -0.8%
AWM
2573
Angeles Wealth Management
California
$592K +$175K +1,251 +47%
CCM
2574
Chiron Capital Management
Florida
$591K +$1.26K +9 +0.2%
KIA
2575
KLR Investment Advisors
Rhode Island
$591K +$547K +3,899 New
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103
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