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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
2726
J. Safra Asset Management
New York
$625K -$2.81K -18 -0.4%
NFA
2727
Northwest Financial Advisors
Virginia
$624K +$937 +6 +0.1%
VPP
2728
Vertex Planning Partners
Illinois
$624K +$11.4K +73 +2%
KPWG
2729
KFA Private Wealth Group
Virginia
$624K -$2.65K -17 -0.4%
A
2730
AlphaQuest
New York
$624K -$234K -1,500 -27%
FMP
2731
Financial Management Professionals
Texas
$623K -$4.84K -31 -0.8%
LF
2732
LifeSteps Financial
California
$623K – – –
AR
2733
Apeiron RIA
Texas
$623K -$87.2K -558 -12%
OIA
2734
Optimum Investment Advisors
Illinois
$623K – – –
CL
2735
CVFG LLC
Indiana
$622K +$13.3K +85 +2%
SSC
2736
Syverson Strege & Co
Iowa
$622K -$19.7K -126 -3%
PIA
2737
Pollock Investment Advisors
Michigan
$620K – – –
PIFP
2738
Partners in Financial Planning
Virginia
$619K +$1.09K +7 +0.2%
AWA
2739
Acorn Wealth Advisors
Michigan
$619K +$27K +173 +4%
IPW
2740
Impact Partnership Wealth
Georgia
$618K +$8.75K +56 +1%
WQ
2741
Wealth Quarterback
New Jersey
$618K -$11.6K -74 -2%
NAS
2742
NWF Advisory Services
California
$617K -$345K -2,209 -35%
CIA
2743
Citadel Investment Advisory
Ohio
$616K – – –
LC
2744
Lavaca Capital
Texas
$616K -$6.25K -40 -1%
MFG
2745
Magnus Financial Group
New York
$615K -$122K -783 -16%
GPA
2746
Guidance Point Advisors
Massachusetts
$615K -$18.9K -121 -3%
MC
2747
Mathes Company
New York
$615K -$2.64M -16,920 -81%
WCM
2748
Wedge Capital Management
North Carolina
$614K – – –
SWA
2749
SOA Wealth Advisors
New York
$612K +$6.4K +41 +0.3%
SSWM
2750
Sheets Smith Wealth Management
North Carolina
$611K +$4.06K +26 +0.7%
108 109
110
111 112