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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
2651
Blue Zone Wealth Advisors
California
$556K – – –
GWAM
2652
Guardian Wealth Advisors (Minnesota)
Minnesota
$555K -$916 -6 -0.2%
ACM
2653
Adalta Capital Management
New York
$555K – – –
CM
2654
Castleark Management
Illinois
$554K – – –
CFO
2655
Callan Family Office
Pennsylvania
$553K -$294K -1,926 -34%
AIFAIM
2656
American Institute for Advanced Investment Management
Arizona
$553K +$35.9K +235 +7%
AFAS
2657
Acorn Financial Advisory Services
Virginia
$552K +$91.6K +600 +19%
HKIM
2658
Hayek Kallen Investment Management
Alabama
$551K – – –
NC
2659
NinePointTwo Capital
California
$549K – – –
CPM
2660
Connective Portfolio Management
New York
$548K – – –
HT
2661
Headlands Technologies
Illinois
$548K -$1.75M -11,448 -75%
MAM
2662
Meeder Asset Management
Ohio
$548K +$53.8K +352 +10%
JBA
2663
Johnson Bixby & Associates
Washington
$547K -$23.4K -153 -4%
LFP
2664
Lakeshore Financial Planning
Michigan
$546K +$572K +3,745 New
WAM
2665
WFA Asset Management
Wisconsin
$546K -$77.7K -509 -12%
SFG
2666
Sovereign Financial Group
Connecticut
$546K -$115K -750 -17%
AWM
2667
Avondale Wealth Management
Texas
$544K – – –
FPWM
2668
FSB Premier Wealth Management
Iowa
$544K +$10.7K +70 +2%
EA
2669
Emerald Advisors
Washington
$541K +$6.57K +43 +1%
SIC
2670
SJS Investment Consulting
Ohio
$541K -$11.3K -74 -2%
HAS
2671
Holland Advisory Services
Florida
$541K +$153 +1 +0%
ECAM
2672
East Coast Asset Management
Massachusetts
$541K – – –
LCGC
2673
Legacy Capital Group California
California
$541K +$17.1K +112 +3%
PGWM
2674
Parisi Gray Wealth Management
New Jersey
$540K +$3.06K +20 +0.5%
RPGK
2675
Retirement Planning Group (Kansas)
Kansas
$540K -$87.5K -573 -13%
105 106
107
108 109