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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2726
Waterway Wealth Management
Texas
$661K -$142K -836 -18%
FWM
2727
FSA Wealth Management
Massachusetts
$659K +$646K +3,806 New
CM
2728
Castleark Management
Illinois
$658K – – –
TA
2729
TCM Advisors
West Virginia
$658K – – –
SMA
2730
Seven Mile Advisory
New Jersey
$658K +$28.2K +166 +5%
QFA
2731
Quantum Financial Advisors
California
$658K – – –
TA
2732
TrueWealth Advisors
Alabama
$658K +$6.11K +36 +1%
SP
2733
Stonebrook Private
Michigan
$657K -$49.9K -294 -7%
MW
2734
Maia Wealth
Colorado
$656K +$88.3K +520 +16%
MWM
2735
Marion Wealth Management
Pennsylvania
$655K +$71.6K +422 +13%
SRC
2736
Shufro Rose & Co
New York
$655K – – –
SSW
2737
Stone Summit Wealth
Florida
$655K -$29.5K -174 -4%
BA
2738
Ballast Advisors
Minnesota
$654K -$21.2K -125 -3%
SIC
2739
Sterling Investment Counsel
New York
$654K -$22.2K -131 -3%
ACM
2740
Adalta Capital Management
New York
$653K – – –
EWA
2741
Etesian Wealth Advisors
Oregon
$652K -$129K -757 -17%
AFC
2742
AFT Forsyth & Company
Florida
$652K -$12.7K -75 -2%
CPM
2743
Connective Portfolio Management
New York
$651K – – –
FAM
2744
Flaharty Asset Management
Florida
$650K +$84.9K +500 +15%
DWG
2745
Darden Wealth Group
Michigan
$650K -$170 -1 -0%
MFG
2746
MTM Financial Group
Pennsylvania
$649K -$67.9K -400 -10%
CTWM
2747
Cherry Tree Wealth Management
Minnesota
$649K +$340 +2 +0.1%
OWM
2748
OneAscent Wealth Management
Alabama
$647K +$635K +3,738 New
PGWM
2749
Parisi Gray Wealth Management
New Jersey
$647K -$27.2K -160 -4%
HAS
2750
Holland Advisory Services
Florida
$646K +$340 +2 +0.1%
108 109
110
111 112