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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
2751
Fort Point Capital Partners
California
$709K +$168K +988 +30%
IP
2752
Intellectus Partners
California
$709K +$720K +4,230 New
LF
2753
LifeSteps Financial
California
$708K – – –
NWAG
2754
Net Worth Advisory Group
Utah
$708K +$2.73K +16 +0.4%
OFW
2755
Omnia Family Wealth
Florida
$708K +$14.3K +84 +2%
BW
2756
Basepoint Wealth
Iowa
$706K -$83.5K -490 -10%
1WM
2757
1900 Wealth Management
Texas
$705K -$76.6K -450 -10%
GHA
2758
GW Henssler & Associates
Georgia
$704K -$3.75K -22 -0.5%
XSC
2759
X-Square Capital
Puerto Rico
$704K -$4.77K -28 -0.7%
MWM
2760
Mosley Wealth Management
California
$704K +$51.4K +302 +8%
AWM
2761
Abound Wealth Management
Tennessee
$704K +$380K +2,233 +114%
CCA
2762
Clearwater Capital Advisors
Illinois
$703K -$201K -1,183 -22%
FMP
2763
Financial Management Professionals
Texas
$702K +$6.81K +40 +1%
PFG
2764
Prosperity Financial Group
California
$702K +$18.2K +107 +3%
UCI
2765
Uncommon Cents Investing
Wisconsin
$699K -$68.1K -400 -9%
CWC
2766
Carolinas Wealth Consulting
North Carolina
$698K +$2.04K +12 +0%
CIA
2767
Citadel Investment Advisory
Ohio
$698K – – –
TT
2768
TI-Trust
Illinois
$698K +$20.4K +120 +3%
BIA
2769
Barry Investment Advisors
Massachusetts
$698K -$4.6K -27 -0.6%
OIA
2770
Optimum Investment Advisors
Illinois
$698K – – –
BTC
2771
Bank & Trust Company
Illinois
$697K -$9.71K -57 -1%
SA
2772
SRH Advisors
Kansas
$696K +$681 +4 +0.1%
AIA
2773
Armor Investment Advisors
North Carolina
$696K -$172K -1,010 -20%
CNAM
2774
Campbell Newman Asset Management
Wisconsin
$696K – – –
KCFA
2775
Key Client Fiduciary Advisors
New Jersey
$695K +$2.21K +13 +0.3%
109 110
111
112 113