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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2601
Forza Wealth Management
Florida
$706K – – –
PTCG
2602
Pring Turner Capital Group
California
$706K – – –
GPWM
2603
Grant Private Wealth Management
California
$704K +$67.1K +461 +11%
BOC
2604
Bull Oak Capital
California
$704K -$6.7K -46 -0.9%
HFS
2605
Hopwood Financial Services
Virginia
$703K -$75.1K -516 -10%
MFA
2606
McClarren Financial Advisors
Pennsylvania
$701K -$6.11K -42 -0.9%
APA
2607
Astoria Portfolio Advisors
New York
$699K +$394K +2,710 +132%
IDBONY
2608
Israel Discount Bank of New York
New York
$698K – – –
BFA
2609
Buttonwood Financial Advisors
Maryland
$697K -$4.95K -34 -0.7%
OC
2610
OceanIQ Capital
California
$696K +$697K +4,792 New
PF
2611
Prota Financial
Texas
$695K +$11.6K +80 +2%
CRWM
2612
Castle Rock Wealth Management
California
$695K -$2.04K -14 -0.3%
PIP
2613
Peachtree Investment Partners
Florida
$694K -$59.8K -411 -8%
MWA
2614
Martel Wealth Advisors
Washington
$692K +$13K +89 +2%
AWAU
2615
Alliance Wealth Advisors (Utah)
Utah
$692K +$87.3K +600 +15%
HIG
2616
Heritage Investment Group
Florida
$692K +$3.06K +21 +0.4%
TW
2617
Traveka Wealth
California
$692K -$51.5K -354 -7%
XWL
2618
XXI Wealth LLC
Illinois
$691K +$192K +1,322 +39%
LJAC
2619
L.J. Altfest & Co
New York
$691K -$2.04K -14 -0.3%
SL
2620
Savior LLC
Massachusetts
$690K +$324K +2,224 +90%
RCG
2621
Ridge Creek Global
Ohio
$690K – – –
VMMC
2622
V.M. Manning & Co
South Carolina
$689K +$684K +4,697 New
SAM
2623
Strategy Asset Managers
California
$689K -$21K -144 -3%
EFA
2624
Evernest Financial Advisors
Indiana
$687K +$56.8K +390 +9%
BIG
2625
Builder Investment Group
Georgia
$684K – – –
103 104
105
106 107