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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2801
Bosun Asset Management
Illinois
$316K -$6.82K -48 -2%
WW
2802
Waterfront Wealth
Kansas
$316K +$90.8K +639 +37%
TF
2803
Trek Financial
Arizona
$315K -$142K -999 -29%
TIA
2804
Traphagen Investment Advisors
New Jersey
$315K +$20K +141 +6%
KWS
2805
Keystone Wealth Services
California
$314K +$3.69K +26 +1%
OPPS
2806
Obsidian Personal Planning Solutions
Maryland
$313K +$6.68K +47 +2%
RVPG
2807
Relative Value Partners Group
$312K +$351K +2,468 New
VAG
2808
VisionPoint Advisory Group
Texas
$311K -$4.12K -29 -1%
MFS
2809
McNamara Financial Services
Massachusetts
$311K +$53.3K +375 +18%
MM
2810
MQS Management
New York
$310K -$1.23M -8,627 -78%
GSIS
2811
Global Strategic Investment Solutions
Arizona
$309K -$22.3K -157 -6%
SAS
2812
Sanford Advisory Services
Michigan
$308K -$5.11K -36 -1%
TIM
2813
Total Investment Management
Arizona
$308K +$1.99K +14 +0.6%
WFMPM
2814
Woodley Farra Manion Portfolio Management
Indiana
$308K +$4.69K +33 +1%
BHWM
2815
Beaird Harris Wealth Management
Texas
$308K +$260K +1,827 +299%
CL
2816
COWA LLC
Oklahoma
$308K +$347K +2,446 New
MWPCG
2817
Measured Wealth Private Client Group
New Hampshire
$307K – – –
FCMT
2818
Founders Capital Management (Texas)
Texas
$307K +$11.8K +83 +4%
JFG
2819
JMG Financial Group
Illinois
$306K – – –
WCWM
2820
Wooster Corthell Wealth Management
Connecticut
$306K – – –
ACM
2821
AUA Capital Management
Pennsylvania
$304K -$109K -764 -24%
MAM
2822
McLean Asset Management
Virginia
$304K -$1.42K -10 -0.4%
LD
2823
Lipe & Dalton
New York
$304K – – –
PFWA
2824
Paces Ferry Wealth Advisors
Georgia
$303K -$4.55K -32 -1%
IIC
2825
Integrated Investment Consultants
Michigan
$303K +$25.9K +182 +8%
111 112
113
114 115