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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
2801
Occidental Asset Management
California
$208K -$23.1K -165 -10%
MPCG
2802
Matrix Private Capital Group
New York
$208K +$6.57K +47 +3%
SIGI
2803
Susquehanna International Group (Ireland)
Ireland
$208K +$209K +1,495 New
AFA
2804
American Financial Advisors
Georgia
$207K +$559 +4 +0.3%
WCM
2805
Wisconsin Capital Management
Wisconsin
$206K +$207K +1,484 New
SLF
2806
Sun Life Financial
Ontario, Canada
$205K -$2.94K -21 -1%
MG
2807
MilWealth Group
Wisconsin
$204K -$17.8K -127 -8%
FWM
2808
Foresight Wealth Management
Utah
$204K -$47.5K -340 -19%
BWM
2809
BigSur Wealth Management
Florida
$204K -$11.3K -81 -5%
HIM
2810
Hanlon Investment Management
New Jersey
$204K +$205K +1,469 New
RWI
2811
Red Wave Investments
Pennsylvania
$203K +$204K +1,460 New
DBRC
2812
D.B. Root & Company
Pennsylvania
$202K -$699 -5 -0.3%
VCS
2813
Vaughan & Co Securities
New Jersey
$202K – – –
PP
2814
PrairieView Partners
Minnesota
$202K +$24.6K +176 +14%
MWM
2815
McNaughton Wealth Management
California
$202K +$203K +1,452 New
BRA
2816
Biechele Royce Advisors
Indiana
$201K – – –
LAM
2817
L2 Asset Management
Massachusetts
$201K +$202K +1,444 New
LFA
2818
Landmark Financial Advisors
Kentucky
$201K +$204K +1,457 New
TFO
2819
Tarbox Family Office
California
$200K -$4.47K -32 -2%
CAL
2820
Capital Advisors Ltd
Ohio
$198K – – –
RBC
2821
Roble Belko & Company
Pennsylvania
$198K – – –
ICP
2822
Interchange Capital Partners
Pennsylvania
$193K +$194K +1,387 New
PA
2823
Perennial Advisors
New York
$187K +$188K +1,347 New
FCM
2824
Firestone Capital Management
Florida
$186K – – –
CFN
2825
Cordasco Financial Network
Florida
$179K – – –
111 112
113
114 115