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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
MVA
2776
Mount Vernon Associates
Maryland
$210K – – –
CCFM
2777
Clear Creek Financial Management
Washington
$209K -$64.5K -494 -24%
CP
2778
Corbenic Partners
Pennsylvania
$209K +$36.4K +279 +22%
WU
2779
Wealthsimple US
New York
$208K -$19.2K -147 -9%
WFPG
2780
Waller Financial Planning Group
Ohio
$207K -$19.7K -151 -9%
HWM
2781
Howard Wealth Management
Connecticut
$206K – – –
AWM
2782
AllSquare Wealth Management
New York
$205K – – –
EFL
2783
ERn Financial LLC
Wisconsin
$205K – – –
QIM
2784
Quantitative Investment Management
Virginia
$205K +$198K +1,515 New
SCP
2785
Seizert Capital Partners
Michigan
$203K – – –
SCM
2786
Snow Capital Management
Pennsylvania
$203K – – –
TCOK
2787
Trust Company of Kansas
Kansas
$203K +$195K +1,497 New
AWM
2788
Avondale Wealth Management
Texas
$203K +$196K +1,500 New
IG
2789
Ithaka Group
Virginia
$203K +$196K +1,500 New
OAM
2790
Occidental Asset Management
California
$202K – – –
AIA
2791
Alera Investment Advisors
Illinois
$202K +$195K +1,491 New
TSS
2792
Two Sigma Securities
New York
$201K -$620K -4,754 -76%
OWA
2793
One Wealth Advisors
California
$201K +$193K +1,481 New
SLF
2794
Sun Life Financial
Ontario, Canada
$200K +$913 +7 +0.5%
PWM
2795
Prentice Wealth Management
New York
$199K +$192K +1,472 New
MG
2796
MilWealth Group
Wisconsin
$199K – – –
PP
2797
PrairieView Partners
Minnesota
$197K +$130 +1 +0.1%
TF
2798
TimeScale Financial
Massachusetts
$194K -$28.6K -219 -13%
CAL
2799
Capital Advisors Ltd
Ohio
$193K – – –
IRC
2800
Investors Research Corp
Georgia
$183K -$81.5K -625 -32%
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112
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