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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
2801
One Charles Private Wealth Services
Massachusetts
$676K – – –
OPA
2802
Old Port Advisors
Maine
$675K +$77.2K +453 +13%
WCM
2803
Wedge Capital Management
North Carolina
$674K – – –
SSWM
2804
Sheets Smith Wealth Management
North Carolina
$674K +$8.69K +51 +1%
EL
2805
EWA LLC
Pennsylvania
$673K +$43.8K +257 +7%
RG
2806
Renaissance Group
Kentucky
$673K -$4.26K -25 -0.6%
TFA
2807
Trinity Financial Advisors
Ohio
$672K +$39.5K +232 +6%
MWM
2808
Marion Wealth Management
Pennsylvania
$670K +$36.3K +213 +6%
GWAM
2809
Guardian Wealth Advisors (Minnesota)
Minnesota
$670K -$9.37K -55 -1%
FFA
2810
Frazier Financial Advisors
Ohio
$668K -$5.11K -30 -0.7%
SI
2811
Severin Investments
Missouri
$668K +$679K +3,984 New
JSC
2812
Jackson Square Capital
California
$667K -$341 -2 -0.1%
TIM
2813
Tortoise Investment Management
New York
$666K -$83.3K -489 -11%
PCM
2814
Palisade Capital Management
New Jersey
$666K -$681K -4,000 -50%
WCP
2815
Wealthcare Capital Partners
Pennsylvania
$665K +$675K +3,966 New
VPP
2816
Vertex Planning Partners
Illinois
$664K +$44.1K +259 +7%
WFA
2817
Wellspring Financial Advisors
Ohio
$664K -$105K -618 -13%
MIM
2818
Morningstar Investment Management
Illinois
$664K -$37.8K -222 -5%
EA
2819
Ellsworth Advisors
Ohio
$664K +$3.92K +23 +0.6%
IWP
2820
Invenio Wealth Partners
Florida
$663K +$3.75K +22 +0.6%
BZWA
2821
Blue Zone Wealth Advisors
California
$662K +$17.2K +101 +3%
TWP
2822
Triad Wealth Partners
Kansas
$660K +$671K +3,938 New
CFG
2823
Copley Financial Group
California
$659K +$12.8K +75 +2%
PSF
2824
Pacific Sun Financial
California
$657K -$8.52K -50 -1%
SAM
2825
Strive Asset Management
Ohio
$657K +$667K +3,917 New
111 112
113
114 115