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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2676
PUREfi Wealth
Massachusetts
$646K -$335K -2,210 -33%
SIAG
2677
Safeguard Investment Advisory Group
California
$646K +$102K +672 +18%
BDPWM
2678
Barnes Dennig Private Wealth Management
Ohio
$646K – – –
AMCA
2679
Arthur M. Cohen & Associates
Illinois
$646K – – –
MIC
2680
Meridian Investment Counsel
California
$644K -$606 -4 -0.1%
SWP
2681
Semus Wealth Partners
Florida
$643K +$3.49K +23 +0.5%
SWM
2682
Shakespeare Wealth Management
Wisconsin
$642K +$7.58K +50 +1%
CPWL
2683
Coquina Private Wealth LLC
Florida
$642K -$14.9K -98 -2%
LB
2684
Legacy Bridge
Iowa
$640K – – –
SSA
2685
SSA Swiss Advisors
$639K -$12.1K -80 -2%
KAM
2686
Karani Asset Management
New York
$638K +$670K +4,418 New
EFA
2687
Evernest Financial Advisors
Indiana
$638K +$11.8K +78 +2%
FPGK
2688
Financial Partners Group (Kansas)
Kansas
$638K +$55.3K +365 +9%
BAM
2689
Blueshift Asset Management
New Jersey
$636K +$194K +1,281 +41%
BWM
2690
BAM Wealth Management
Colorado
$635K +$1.06K +7 +0.2%
SAM
2691
Sequent Asset Management
Texas
$632K – – –
WAG
2692
Wheelhouse Advisory Group
Missouri
$632K -$9.85K -65 -1%
PS
2693
Planned Solutions
California
$631K -$29.9K -197 -4%
CWA
2694
Centennial Wealth Advisory
Michigan
$631K -$51.2K -338 -7%
MF
2695
Montis Financial
Massachusetts
$630K -$40.2K -265 -6%
BTC
2696
Bank & Trust Company
Illinois
$630K – – –
BAM
2697
BOS Asset Management
Illinois
$628K +$108K +715 +20%
JFA
2698
JNBA Financial Advisors
Minnesota
$628K -$7.43K -49 -1%
PLFS
2699
Provident Living Financial Services
Utah
$627K -$5.15K -34 -0.8%
GPWM
2700
Grant Private Wealth Management
California
$627K +$151K +998 +30%
106 107
108
109 110