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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
2551
Winnow Wealth
Texas
$916K +$892K +5,325 +10,867%
CC
2552
Cadinha & Co
Hawaii
$915K – – –
TPWA
2553
TRUE Private Wealth Advisors
Oregon
$914K +$150K +896 +20%
BW
2554
BXM Wealth
Colorado
$913K +$56.8K +339 +7%
TF
2555
Trek Financial
Arizona
$913K -$75.9K -453 -8%
RPA
2556
Rock Point Advisors
Vermont
$912K – – –
LRIC
2557
Long Road Investment Counsel
Michigan
$912K – – –
APW
2558
Aventura Private Wealth
Florida
$911K -$2.01K -12 -0.2%
CCG
2559
Coastwise Capital Group
California
$910K +$12.1K +72 +1%
OFS
2560
OMC Financial Services
New York
$910K +$167 +1 +0%
FFL
2561
Future Fund LLC
Illinois
$910K +$894K +5,337 New
PA
2562
Parkside Advisors
California
$908K – – –
AAG
2563
Armstrong Advisory Group
Massachusetts
$907K – – –
CP
2564
Castleview Partners
Texas
$907K +$18.4K +110 +2%
LGA
2565
Lebenthal Global Advisors
New York
$906K +$16.2K +97 +2%
RWPA
2566
Richard W. Paul & Associates
Michigan
$905K -$141K -841 -14%
PWM
2567
Paulson Wealth Management
Illinois
$904K +$18.9K +113 +2%
OP
2568
ORG Partners
Indiana
$904K -$132K -786 -14%
BOTPPF
2569
Board of the Pension Protection Fund
United Kingdom
$903K +$402K +2,400 +83%
SSA
2570
SSA Swiss Advisors
$900K +$884K +5,280 New
WCWM
2571
Willow Creek Wealth Management
California
$900K +$169K +1,007 +24%
SPWM
2572
Spartan Planning & Wealth Management
North Carolina
$896K -$76K -454 -8%
SSA
2573
Sierra Summit Advisors
Nevada
$896K +$36.8K +220 +4%
EFL
2574
ERn Financial LLC
Wisconsin
$895K -$15.1K -90 -2%
AIC
2575
Argus Investors Counsel
New York
$893K -$267K -1,592 -23%
101 102
103
104 105