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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2801
PCG Wealth Advisors
Kansas
$394K +$358K +2,410 New
KFA
2802
Krane Funds Advisors
New York
$393K -$74.4K -501 -17%
EI
2803
Ellevest Inc
New York
$393K -$6.68K -45 -2%
WCA
2804
Westover Capital Advisors
Delaware
$393K – – –
EC
2805
Enhancing Capital
Pennsylvania
$393K +$356K +2,400 New
HF
2806
Halpern Financial
Virginia
$392K +$36.1K +243 +11%
VLC
2807
Van Leeuwen & Company
New Jersey
$391K -$155K -1,042 -30%
TF
2808
TimeScale Financial
Massachusetts
$391K +$147K +992 +71%
EWP
2809
Engrave Wealth Partners
Texas
$390K -$14.4K -97 -4%
ML
2810
McAdam LLC
Pennsylvania
$388K -$54.3K -366 -13%
AWA
2811
Alta Wealth Advisors
Massachusetts
$388K +$3.12K +21 +0.9%
PRWA
2812
Platte River Wealth Advisors
Colorado
$385K -$24.2K -163 -6%
LF
2813
Lee Financial
Texas
$385K +$117K +788 +50%
CCFM
2814
Clear Creek Financial Management
Washington
$384K +$44.7K +301 +15%
PA
2815
Planning Alternatives
Michigan
$382K – – –
PIFP
2816
Partners in Financial Planning
Virginia
$381K +$445 +3 +0.1%
TCM
2817
Teza Capital Management
Illinois
$381K -$2.01M -13,542 -85%
FWM
2818
Fairhaven Wealth Management
Illinois
$378K – – –
PFM
2819
Peak Financial Management
Massachusetts
$377K -$445 -3 -0.1%
TIA
2820
Traphagen Investment Advisors
New Jersey
$376K +$16.2K +109 +5%
CA
2821
CSM Advisors
Pennsylvania
$376K – – –
NRA
2822
NSI Retail Advisors
Pennsylvania
$376K – – –
OCM
2823
Orser Capital Management
Texas
$376K – – –
AFG
2824
Alterity Financial Group
Maine
$376K +$341K +2,297 New
DWM
2825
Drive Wealth Management
Utah
$376K +$341K +2,297 New
111 112
113
114 115