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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2676
Capital Advisors Wealth Management
Washington
$597K +$6.81K +46 +1%
HWA
2677
Heartwood Wealth Advisors
Virginia
$596K – – –
I
2678
InceptionR
California
$595K +$602K +4,062 New
MI
2679
Motiv8 Investments
Florida
$595K +$601K +4,059 New
VPP
2680
Vertex Planning Partners
Illinois
$594K +$29.9K +202 +5%
LFG
2681
Lockerman Financial Group
California
$592K -$6.81K -46 -1%
PCM
2682
Prelude Capital Management
New York
$592K +$598K +4,038 New
GWAG
2683
Garrett Wealth Advisory Group
Texas
$591K -$57.3K -387 -9%
AWM
2684
Aspire Wealth Management
Massachusetts
$591K +$889 +6 +0.1%
FI
2685
Financial Insights
Washington
$591K +$19.3K +130 +3%
SLG
2686
Stanley-Laman Group
Pennsylvania
$589K +$12.9K +87 +2%
CPA
2687
Capital Planning Advisors
California
$589K -$42.2K -285 -7%
PSF
2688
Pacific Sun Financial
California
$589K -$2.96K -20 -0.5%
PWMG
2689
Private Wealth Management Group
New Jersey
$588K +$595K +4,015 New
BFPW
2690
BOK Financial Private Wealth
Colorado
$587K +$54.7K +369 +10%
JDR
2691
Jay D. Rosenbaum
$586K -$624K -4,211 -51%
LSIA
2692
LaSalle St. Investment Advisors
Illinois
$583K -$16.3K -110 -3%
AFC
2693
AFT Forsyth & Company
Florida
$582K +$11.1K +75 +2%
CPC
2694
Consolidated Planning Corp
Georgia
$582K -$327K -2,210 -36%
FFA
2695
Frazier Financial Advisors
Ohio
$582K +$588K +3,970 New
EFL
2696
ERn Financial LLC
Wisconsin
$582K +$313K +2,112 +116%
SFG
2697
Sovereign Financial Group
Connecticut
$581K +$33.2K +224 +6%
I2I
2698
Insight 2811 Inc
Illinois
$580K -$17.8K -120 -3%
MF
2699
Montis Financial
Massachusetts
$580K +$7.85K +53 +1%
LA
2700
Latitude Advisors
Florida
$580K -$17.5K -118 -3%
106 107
108
109 110