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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
MS
2776
Marshall & Sullivan
Washington
$220K +$1.76K +13 +0.8%
WFPG
2777
Waller Financial Planning Group
Ohio
$220K +$13.3K +98 +6%
RWI
2778
Red Wave Investments
Pennsylvania
$217K +$4.06K +30 +2%
MWM
2779
MBE Wealth Management
Wisconsin
$216K -$2.71K -20 -1%
PC
2780
Peavine Capital
Nevada
$216K – – –
AIA
2781
Alera Investment Advisors
Illinois
$215K +$24.2K +179 +12%
Karpus Investment Management
2782
Karpus Investment Management
New York
$214K -$140K -1,038 -40%
MA
2783
Mosaic Advisors
Texas
$214K – – –
CP
2784
Corbenic Partners
Pennsylvania
$214K +$5.82K +43 +3%
PHAM
2785
Palisades Hudson Asset Management
Florida
$213K – – –
EFL
2786
ERn Financial LLC
Wisconsin
$211K +$6.22K +46 +3%
MVA
2787
Mount Vernon Associates
Maryland
$210K – – –
NFSG
2788
Newbridge Financial Services Group
Florida
$210K +$677 +5 +0.3%
RWM
2789
Reston Wealth Management
Virginia
$209K -$35.3K -261 -14%
TFO
2790
Tarbox Family Office
California
$209K +$27.1K +200 +15%
OFS
2791
Oldfather Financial Services
Nebraska
$208K -$33.3K -246 -14%
EBT
2792
Enterprise Bank & Trust
Massachusetts
$208K +$209K +1,545 New
BWA
2793
Beam Wealth Advisors
Louisiana
$207K +$208K +1,537 New
LIA
2794
LBMC Investment Advisors
Tennessee
$206K +$206K +1,524 New
PGIM Custom Harvest
2795
PGIM Custom Harvest
New Jersey
$206K +$207K +1,528 New
LFA
2796
Landmark Financial Advisors
Kentucky
$205K +$205K +1,518 New
UFA
2797
US Financial Advisors
Massachusetts
$204K -$55.9K -413 -21%
WWM
2798
WT Wealth Management
Arizona
$204K -$10.8K -80 -5%
AWM
2799
AllSquare Wealth Management
New York
$204K – – –
HWM
2800
Howard Wealth Management
Connecticut
$203K -$2.3K -17 -1%