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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
2776
Vivid Financial Management
California
$409K -$65.2K -439 -15%
RWA
2777
Redmont Wealth Advisors
Illinois
$409K +$371K +2,500 New
AWM
2778
Accel Wealth Management
Iowa
$408K -$27K -182 -7%
MWPCG
2779
Measured Wealth Private Client Group
New Hampshire
$408K – – –
FA
2780
Fagan Associates
New York
$407K – – –
PWAG
2781
Polaris Wealth Advisory Group
California
$407K +$17.4K +117 +5%
CFA
2782
Compass Financial Advisors
Indiana
$407K +$369K +2,486 New
FMI
2783
F/M Investments
District of Columbia
$404K – – –
SAS
2784
Sanford Advisory Services
Michigan
$404K +$594 +4 +0.2%
BWL
2785
Bogart Wealth LLC
Virginia
$403K +$5.64K +38 +2%
CC
2786
Callan Capital
California
$402K +$297 +2 +0.1%
HWM
2787
Hemington Wealth Management
Virginia
$401K -$9.65K -65 -2%
NC
2788
NinePointTwo Capital
California
$401K – – –
KWS
2789
Keystone Wealth Services
California
$401K +$364K +2,451 New
SFG
2790
Sovereign Financial Group
Connecticut
$398K +$98K +660 +37%
WCWM
2791
Wooster Corthell Wealth Management
Connecticut
$397K -$10.2K -69 -3%
GF
2792
Gries Financial
Ohio
$397K -$1.49K -10 -0.4%
FA
2793
Fiducient Advisors
Illinois
$396K -$513K -3,455 -59%
SIM
2794
Sterling Investment Management
Arizona
$396K -$14.7K -99 -4%
PD
2795
Planning Directions
Pennsylvania
$396K +$1.04K +7 +0.3%
TIM
2796
Total Investment Management
Arizona
$395K +$24.1K +162 +7%
RB
2797
Richmond Brothers
Michigan
$395K +$357K +2,406 New
FW
2798
FirstPurpose Wealth
Utah
$395K +$358K +2,412 New
MAM
2799
Marotta Asset Management
Virginia
$394K +$6.09K +41 +2%
ERIC
2800
Eagle Rock Investment Company
Georgia
$394K +$358K +2,410 New
110 111
112
113 114