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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
CPM
2701
Connective Portfolio Management
New York
$620K
DWG
2702
Darden Wealth Group
Michigan
$619K -$21.1K -129 -3%
SMG
2703
Smart Money Group
Texas
$618K +$62.3K +381 +11%
CTWM
2704
Cherry Tree Wealth Management
Minnesota
$618K +$1.14K +7 +0.2%
EA
2705
Ellsworth Advisors
Ohio
$616K -$9.81K -60 -2%
EA
2706
Emerald Advisors
Washington
$616K -$9.65K -59 -2%
HAS
2707
Holland Advisory Services
Florida
$615K -$1.47K -9 -0.2%
BFPW
2708
BOK Financial Private Wealth
Colorado
$615K -$19.5K -119 -3%
MFG
2709
Mosaic Financial Group
Illinois
$615K +$981 +6 +0.2%
SIC
2710
SJS Investment Consulting
Ohio
$615K -$6.21K -38 -1%
TA
2711
TCM Advisors
West Virginia
$610K
VPP
2712
Vertex Planning Partners
Illinois
$610K +$8.5K +52 +1%
WAM
2713
WFA Asset Management
Wisconsin
$609K +$3.76K +23 +0.6%
WP
2714
WealthPLAN Partners
Nebraska
$608K +$99.2K +607 +20%
LSC
2715
Lesa Sroufe & Co
Washington
$608K
ECM
2716
Elgethun Capital Management
South Dakota
$607K -$1.64K -10 -0.3%
IPW
2717
Impact Partnership Wealth
Georgia
$607K +$219K +1,342 +57%
WLG
2718
Williamson Legacy Group
Indiana
$605K -$817 -5 -0.1%
PFA
2719
Pettinga Financial Advisors
Indiana
$604K
CIS
2720
Custom Index Systems
New York
$604K -$48.7K -298 -8%
AIM
2721
AMI Investment Management
Indiana
$602K -$6.54K -40 -1%
NF
2722
Nvest Financial
New Hampshire
$602K +$7.85K +48 +1%
VC
2723
Veracity Capital
Georgia
$600K -$117K -716 -16%
WCM
2724
Weik Capital Management
Pennsylvania
$599K -$311K -1,900 -34%
MWM
2725
Mosley Wealth Management
California
$599K +$5.56K +34 +0.9%