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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
AAA
2551
Adams Asset Advisors
Texas
$645K -$641K -4,250 -50%
BWM
2552
Boyd Wealth Management
California
$644K – – –
CIA
2553
Citadel Investment Advisory
Ohio
$643K -$7.54K -50 -1%
TA
2554
TrueWealth Advisors
Alabama
$643K +$25.3K +168 +4%
AIS
2555
American Investment Services
Massachusetts
$642K -$141K -936 -18%
FM
2556
Family Management
New York
$642K -$29.7K -197 -4%
EIA
2557
Edgemoor Investment Advisors
Maryland
$641K – – –
FAFN
2558
First Affirmative Financial Network
Colorado
$639K +$84.3K +559 +15%
LJAC
2559
L.J. Altfest & Co
New York
$637K -$10.6K -70 -2%
BHPW
2560
Beverly Hills Private Wealth
California
$637K +$12.1K +80 +2%
JCM
2561
Jacobsen Capital Management
Utah
$637K +$58.2K +386 +10%
SWA
2562
SOA Wealth Advisors
New York
$636K +$754 +5 +0.1%
PSF
2563
Pacific Sun Financial
California
$636K +$645K +4,278 New
TBWA
2564
Three Bridge Wealth Advisors
California
$635K -$41.9K -278 -6%
TCA
2565
Trifecta Capital Advisors
Illinois
$634K +$550K +3,648 +692%
TFGT
2566
TS Financial Group (TSFG)
Illinois
$633K +$29.2K +194 +5%
GWAG
2567
Garrett Wealth Advisory Group
Texas
$631K -$16K -106 -2%
FOA
2568
Five Oceans Advisors
California
$631K – – –
TC
2569
Tacita Capital
Ontario, Canada
$630K – – –
CNAM
2570
Campbell Newman Asset Management
Wisconsin
$630K – – –
WB
2571
West Bancorporation
Iowa
$627K +$118K +780 +23%
FC
2572
Forte Capital
New York
$627K +$6.48K +43 +1%
SWM
2573
Sugarloaf Wealth Management
Georgia
$626K +$14.3K +95 +2%
I2I
2574
Insight 2811 Inc
Illinois
$623K -$52.6K -349 -8%
RA
2575
Ruggaard & Associates
Ohio
$622K +$21.3K +141 +4%
101 102
103
104 105