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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
2776
Oakmont Investment Advisors
Pennsylvania
$600K -$10.9K -75 -2%
XPN
2777
XY Planning Network
Montana
$599K +$55K +378 +10%
SFS
2778
Security Financial Services
Indiana
$598K -$115K -793 -16%
EC
2779
EdgeRock Capital
Colorado
$597K +$46.1K +317 +8%
SPW
2780
Signet Private Wealth
Illinois
$597K -$128K -877 -18%
NFC
2781
Northstar Financial Companies
Pennsylvania
$597K +$437 +3 +0.1%
KFAS
2782
Keating Financial Advisory Services
Kansas
$595K -$36.2K -249 -6%
SFC
2783
SYM Financial Corp
Indiana
$594K -$191K -1,309 -24%
GB
2784
Goepper Burkhardt
South Carolina
$594K -$64.6K -444 -10%
EFG
2785
Elevated Financial Group
Indiana
$594K -$268K -1,842 -31%
PWM
2786
Paulson Wealth Management
Illinois
$592K +$23.6K +162 +4%
AWS
2787
Arkfeld Wealth Strategies
Nebraska
$592K +$1.31K +9 +0.2%
LB
2788
Legacy Bridge
Iowa
$592K -$57.3K -394 -9%
GFP
2789
Guardian Financial Partners
California
$592K +$4.08K +28 +0.7%
TRIA
2790
Trail Ridge Investment Advisors
Colorado
$590K -$7.71K -53 -1%
WQ
2791
Wealth Quarterback
New Jersey
$589K +$10.8K +74 +2%
SIA
2792
Sage Investment Advisers
New York
$588K +$73.9K +508 +15%
MC
2793
Mathes Company
New York
$587K – – –
WG
2794
Winton Group
United Kingdom
$587K +$58.2K +400 +11%
AWMS
2795
Advocacy Wealth Management Services
Georgia
$586K +$62.1K +427 +12%
JCM
2796
Jacobsen Capital Management
Utah
$586K -$80.1K -550 -12%
CG
2797
Clifford Group
Massachusetts
$586K +$24K +165 +4%
FPCP
2798
Fort Point Capital Partners
California
$585K -$10.9K -75 -2%
DWM
2799
Dopkins Wealth Management
New York
$585K +$110K +753 +23%
MAM
2800
McLaughlin Asset Management
Illinois
$584K -$4.51K -31 -0.8%
110 111
112
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