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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2776
Auour Investments
Massachusetts
$556K – – –
CG
2777
Clarus Group
Texas
$556K +$8.5K +52 +2%
WWG
2778
West Wealth Group
California
$555K +$2.94K +18 +0.5%
MC
2779
Montag & Caldwell
Georgia
$555K – – –
MWM
2780
Marion Wealth Management
Pennsylvania
$554K -$4.41K -27 -0.8%
OPA
2781
Old Port Advisors
Maine
$554K +$28K +171 +5%
SL
2782
Savior LLC
Massachusetts
$554K +$3.76K +23 +0.7%
BAM
2783
Bosun Asset Management
Illinois
$553K -$2.94K -18 -0.5%
PHWM
2784
Pine Harbor Wealth Management
Maryland
$553K +$25.3K +155 +5%
ACM
2785
Advance Capital Management
Michigan
$553K +$69.6K +426 +15%
SA
2786
Skyline Advisors
Washington
$552K +$1.14K +7 +0.2%
BBWP
2787
Beacon Bridge Wealth Partners
Pennsylvania
$551K – – –
MFT
2788
Moisand Fitzgerald Tamayo
Florida
$550K -$22.1K -135 -4%
CPSC
2789
Carl P. Sherr & Co
Massachusetts
$550K – – –
GAM
2790
Gemmer Asset Management
California
$550K +$130K +798 +31%
MW
2791
Maia Wealth
Colorado
$549K +$545K +3,335 New
MLFP
2792
MPS Loria Financial Planners
Illinois
$548K +$1.47K +9 +0.3%
BBA
2793
Braun-Bostich & Associates
Pennsylvania
$548K +$95.6K +585 +21%
VIM
2794
Vista Investment Management
Pennsylvania
$547K -$4.74K -29 -0.9%
AIMA
2795
Ables Iannone Moore & Associates
Georgia
$545K – – –
HSG
2796
Helen Stephens Group
Texas
$541K -$163 -1 -0%
GAMC
2797
Garner Asset Management Corp
Texas
$541K +$163 +1 +0%
MSCM
2798
McElhenny Sheffield Capital Management
Texas
$541K +$490 +3 +0.1%
LFA
2799
Laraway Financial Advisors
Minnesota
$539K – – –
BFWM
2800
Bright Futures Wealth Management
New York
$538K – – –
110 111
112
113 114