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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2651
Pathway Financial Advisors
Vermont
$530K +$14.3K +100 +3%
MF
2652
Montis Financial
Massachusetts
$529K +$1K +7 +0.2%
KFP
2653
KB Financial Partners
New Jersey
$529K +$58.6K +410 +13%
CCG
2654
Coastwise Capital Group
California
$529K +$230K +1,608 +83%
BA
2655
Ballast Advisors
Minnesota
$527K +$4.29K +30 +0.9%
R
2656
Rebalance
California
$527K – – –
TFA
2657
Trinity Financial Advisors
Ohio
$527K +$858 +6 +0.2%
OLA
2658
Oliver Luxxe Assets
New Jersey
$526K – – –
FGP
2659
Foyston, Gordon, & Payne
Ontario, Canada
$525K – – –
AAP
2660
Arax Advisory Partners
Colorado
$525K +$8.15K +57 +2%
ES
2661
Eagle Strategies
New York
$524K +$9.29K +65 +2%
ECM
2662
Elgethun Capital Management
South Dakota
$524K +$30.9K +216 +7%
FWM
2663
FSA Wealth Management
Massachusetts
$524K +$2.72K +19 +0.5%
VIM
2664
Vista Investment Management
Pennsylvania
$523K +$15.2K +106 +3%
RPGK
2665
Retirement Planning Group (Kansas)
Kansas
$522K -$3.57K -25 -0.7%
FFA
2666
Fi3 Financial Advisors
Indiana
$522K -$429 -3 -0.1%
NCM
2667
NCM Capital Management
New Jersey
$520K -$16.6K -116 -3%
MLFP
2668
MPS Loria Financial Planners
Illinois
$519K +$13.7K +96 +3%
BLAM
2669
Bourne Lent Asset Management
New York
$519K – – –
IWA
2670
Intercontinental Wealth Advisors
Texas
$519K -$22.2K -155 -4%
KCFA
2671
Key Client Fiduciary Advisors
New Jersey
$518K +$18.9K +132 +4%
SBF
2672
Sara-Bay Financial
Florida
$518K -$2.57K -18 -0.5%
CFGSD
2673
Compass Financial Group (South Dakota)
South Dakota
$518K +$858 +6 +0.2%
MFT
2674
Moisand Fitzgerald Tamayo
Florida
$518K +$1.86K +13 +0.4%
FPWM
2675
FSB Premier Wealth Management
Iowa
$516K +$97.1K +679 +24%
105 106
107
108 109