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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
2551
OMC Financial Services
New York
$765K – – –
BIG
2552
Brookwood Investment Group
Arizona
$765K -$93.3K -633 -11%
PPW
2553
Pasadena Private Wealth
California
$765K -$51.6K -350 -6%
WAG
2554
Wilkerson Advisory Group
Missouri
$761K +$783K +5,307 New
WLIM
2555
White Lighthouse Investment Management
Massachusetts
$760K +$4.28K +29 +0.5%
BC
2556
BDFS Capital
Delaware
$759K +$781K +5,294 New
CWM
2557
Cabot Wealth Management
Massachusetts
$759K -$10.8K -73 -1%
WH
2558
Willner & Heller
California
$759K -$12.7K -86 -2%
PWM
2559
Proathlete Wealth Management
Florida
$757K +$22.1K +150 +3%
RPA
2560
Rock Point Advisors
Vermont
$755K – – –
RCM
2561
Raleigh Capital Management
North Carolina
$754K -$1.33K -9 -0.2%
WC
2562
Weil Company
California
$753K +$30.4K +206 +4%
JC
2563
Joho Capital
New York
$752K -$1.08M -7,300 -58%
SEP
2564
Signature Equity Partners
Ohio
$752K +$774K +5,248 New
TAP
2565
TSG Advice Partners
Ohio
$752K +$774K +5,248 New
QFA
2566
Quantum Financial Advisors
California
$752K +$116K +786 +18%
NL
2567
NorthAvenue LLC
Ohio
$751K +$773K +5,242 New
JF
2568
JSF Financial
California
$751K -$9.29K -63 -1%
ZCP
2569
Z3 Capital Partners
Virginia
$749K +$770K +5,225 New
FFO
2570
Fiduciary Family Office
Florida
$748K -$592K -4,012 -43%
BFG
2571
Beto Financial Group
Idaho
$748K +$720K +4,884 New
ARA
2572
Approach Retirement Advisors
Alabama
$748K +$769K +5,218 New
SWA
2573
Strategies Wealth Advisors
Michigan
$746K +$378K +2,561 +97%
SI
2574
Severin Investments
Missouri
$745K +$412K +2,795 +116%
HWM
2575
HighMark Wealth Management
Minnesota
$745K +$5.31K +36 +0.7%
101 102
103
104 105