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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2551
Cahaba Wealth Management
Georgia
$739K -$8.47K -54 -1%
1WM
2552
1900 Wealth Management
Texas
$736K -$358K -2,280 -33%
HP
2553
Holistic Planning
Texas
$736K -$2.51K -16 -0.4%
CG
2554
Clifford Group
Massachusetts
$736K +$26.7K +170 +4%
BAM
2555
BOS Asset Management
Illinois
$734K – – –
LF
2556
LifeSteps Financial
California
$733K -$22.6K -144 -3%
PCH
2557
PGIM Custom Harvest
New Jersey
$733K +$262K +1,672 +59%
APWM
2558
Argonautica Private Wealth Management
Massachusetts
$730K +$706K +4,500 New
MUAMU
2559
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$730K – – –
KOCAA
2560
Knights of Columbus Asset Advisors
Connecticut
$730K -$35.6K -227 -5%
AIM
2561
Acropolis Investment Management
Missouri
$729K -$123K -784 -15%
XSC
2562
X-Square Capital
Puerto Rico
$729K -$11.3K -72 -2%
AFIA
2563
America First Investment Advisors
Nebraska
$729K – – –
QPWM
2564
Quadrant Private Wealth Management
Pennsylvania
$729K -$43.9K -280 -6%
ACP
2565
Aveo Capital Partners
Colorado
$728K +$33.1K +211 +5%
BCM
2566
Brown Capital Management
Maryland
$727K – – –
DWM
2567
Dopkins Wealth Management
New York
$727K +$703K +4,481 New
SCA
2568
Sandy Cove Advisors
Massachusetts
$726K +$314K +2,001 +81%
4WM
2569
49 Wealth Management
Texas
$724K +$142K +905 +25%
AL
2570
ADE LLC
Maryland
$724K – – –
LPAM
2571
Lodestar Private Asset Management
California
$723K -$52.4K -334 -7%
LF
2572
Lantz Financial
Illinois
$722K +$12.9K +82 +2%
FWA
2573
FSM Wealth Advisors
Ohio
$722K -$28.1K -179 -4%
APG
2574
Abacus Planning Group
South Carolina
$722K -$91.7K -585 -12%
SWA
2575
Sax Wealth Advisors
New Jersey
$721K +$105K +671 +18%
101 102
103
104 105