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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
2601
Schrum Private Wealth Management
Florida
$841K -$403K -2,366 -32%
AG
2602
Algert Global
California
$840K +$43.4K +255 +5%
HFRG
2603
Houlihan Financial Resource Group
Virginia
$839K +$681 +4 +0.1%
EFM
2604
Eley Financial Management
Vermont
$838K +$852K +5,000 New
SWA
2605
Sax Wealth Advisors
New Jersey
$836K +$2.38K +14 +0.3%
NBT
2606
Northwest Bank & Trust
Iowa
$836K +$5.45K +32 +0.7%
SCM
2607
Sage Capital Management
New Jersey
$834K -$51.3K -301 -6%
PAM
2608
Peninsula Asset Management
Florida
$834K – – –
TIA
2609
Traphagen Investment Advisors
New Jersey
$833K +$17.9K +105 +2%
FWM
2610
Forza Wealth Management
Florida
$833K – – –
CAM
2611
Chesapeake Asset Management
New York
$833K +$55.7K +327 +7%
1M
2612
1248 Management
Missouri
$832K +$845K +4,963 New
SCM
2613
Sirios Capital Management
Massachusetts
$832K -$181K -1,061 -18%
TWM
2614
TriaGen Wealth Management
California
$831K -$105K -614 -11%
WAG
2615
Wheelhouse Advisory Group
Missouri
$831K -$12.9K -76 -2%
HZ
2616
Hixon Zuercher
Ohio
$831K – – –
SGI
2617
Summit Global Investments
Utah
$829K -$300K -1,761 -26%
ICP
2618
Ironvine Capital Partners
Nebraska
$828K – – –
LA
2619
Lifeworks Advisors
Michigan
$827K +$6.98K +41 +0.8%
AMCA
2620
Arthur M. Cohen & Associates
Illinois
$824K -$5.11K -30 -0.6%
TA
2621
TruWealth Advisors
Louisiana
$822K -$9.2K -54 -1%
QPW
2622
Quantum Private Wealth
Florida
$821K -$2.56K -15 -0.3%
OFG
2623
OmniStar Financial Group
North Carolina
$820K -$10.4K -61 -1%
LTI
2624
Laffer Tengler Investments
Tennessee
$818K -$185K -1,085 -18%
RFA
2625
Resurgent Financial Advisors
Georgia
$818K +$37.3K +219 +5%
103 104
105
106 107