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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
MIAS
2701
Mason Investment Advisory Services
Virginia
$579K – – –
TF
2702
Trek Financial
Arizona
$579K +$98.3K +664 +20%
SRC
2703
Shufro Rose & Co
New York
$578K +$74.1K +500 +14%
OCPWS
2704
One Charles Private Wealth Services
Massachusetts
$578K -$7.11K -48 -1%
MFA
2705
McClarren Financial Advisors
Pennsylvania
$577K +$2.22K +15 +0.4%
SPWM
2706
Schrum Private Wealth Management
Florida
$575K -$224K -1,511 -28%
KA
2707
Kooman & Associates
Pennsylvania
$574K -$3.41K -23 -0.6%
PS
2708
Planned Solutions
California
$574K +$296 +2 +0.1%
TBWA
2709
Three Bridge Wealth Advisors
California
$572K -$36.9K -249 -6%
LCGC
2710
Legacy Capital Group California
California
$571K +$28.1K +190 +5%
CFO
2711
Callan Family Office
Pennsylvania
$571K +$15.3K +103 +3%
MTWM
2712
Masso Torrence Wealth Management
New Jersey
$570K +$48.1K +325 +9%
PSP
2713
Pacific Sage Partners
Washington
$569K +$7.41K +50 +1%
PCMC
2714
Private Capital Management (Colorado)
Colorado
$568K +$49.5K +334 +9%
WAG
2715
Windsor Advisory Group
Ohio
$568K -$195K -1,316 -25%
PFM
2716
Premier Fund Managers
United Kingdom
$568K -$9.97M -67,300 -95%
SCM
2717
Seascape Capital Management
New Hampshire
$568K -$2.81K -19 -0.5%
PWM
2718
Prentice Wealth Management
New York
$568K +$53.2K +359 +10%
SIC
2719
SJS Investment Consulting
Ohio
$565K +$21.8K +147 +4%
CTWM
2720
Cherry Tree Wealth Management
Minnesota
$565K -$4.59K -31 -0.8%
CFG
2721
CKW Financial Group
Hawaii
$564K +$148 +1 +0%
QFA
2722
Quantum Financial Advisors
California
$564K -$206K -1,389 -27%
AI
2723
AXS Investments
New York
$564K -$71.7K -484 -11%
BRG
2724
Bay Rivers Group
Virginia
$563K – – –
LCM
2725
Liberty Capital Management
Michigan
$563K +$2.37K +16 +0.4%
107 108
109
110 111