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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
2776
Waller Financial Planning Group
Ohio
$220K +$13.3K +98 +6%
RWI
2777
Red Wave Investments
Pennsylvania
$217K +$4.06K +30 +2%
MWM
2778
MBE Wealth Management
Wisconsin
$216K -$2.71K -20 -1%
PC
2779
Peavine Capital
Nevada
$216K – – –
AIA
2780
Alera Investment Advisors
Illinois
$215K +$24.2K +179 +12%
KIM
2781
Karpus Investment Management
New York
$214K -$140K -1,038 -40%
MA
2782
Mosaic Advisors
Texas
$214K – – –
CP
2783
Corbenic Partners
Pennsylvania
$214K +$5.82K +43 +3%
PHAM
2784
Palisades Hudson Asset Management
Florida
$213K – – –
EFL
2785
ERn Financial LLC
Wisconsin
$211K +$6.22K +46 +3%
MVA
2786
Mount Vernon Associates
Maryland
$210K – – –
NFSG
2787
Newbridge Financial Services Group
Florida
$210K +$677 +5 +0.3%
RWM
2788
Reston Wealth Management
Virginia
$209K -$35.3K -261 -14%
TFO
2789
Tarbox Family Office
California
$209K +$27.1K +200 +15%
OFS
2790
Oldfather Financial Services
Nebraska
$208K -$33.3K -246 -14%
EBT
2791
Enterprise Bank & Trust
Massachusetts
$208K +$209K +1,545 New
BWA
2792
Beam Wealth Advisors
Louisiana
$207K +$208K +1,537 New
LIA
2793
LBMC Investment Advisors
Tennessee
$206K +$206K +1,524 New
PCH
2794
PGIM Custom Harvest
New Jersey
$206K +$207K +1,528 New
LFA
2795
Landmark Financial Advisors
Kentucky
$205K +$205K +1,518 New
UFA
2796
US Financial Advisors
Massachusetts
$204K -$55.9K -413 -21%
WWM
2797
WT Wealth Management
Arizona
$204K -$10.8K -80 -5%
AWM
2798
AllSquare Wealth Management
New York
$204K – – –
HWM
2799
Howard Wealth Management
Connecticut
$203K -$2.3K -17 -1%
IG
2800
Ithaka Group
Virginia
$202K – – –
110 111
112
113 114