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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2801
Savior LLC
Massachusetts
$622K +$108K +660 +20%
KCFA
2802
Key Client Fiduciary Advisors
New Jersey
$622K -$28.7K -176 -4%
SFFS
2803
Stonehage Fleming Financial Services
Jersey
$621K – – –
OPA
2804
Old Port Advisors
Maine
$618K -$11.3K -69 -2%
FCFC
2805
First Citizens Financial Corp
Iowa
$618K +$35.6K +218 +6%
PFG
2806
Prosperity Financial Group
California
$618K -$59.4K -364 -9%
WCWM
2807
Willow Creek Wealth Management
California
$616K -$230K -1,411 -27%
PSF
2808
Pacific Sun Financial
California
$615K -$2.29K -14 -0.4%
AGC
2809
Aspen Grove Capital
Colorado
$615K +$245K +1,500 +64%
AWA
2810
Acorn Wealth Advisors
Michigan
$614K -$75.6K -463 -11%
ECM
2811
Elgethun Capital Management
South Dakota
$614K +$2.12K +13 +0.3%
PSP
2812
Pacific Sage Partners
Washington
$614K +$7.51K +46 +1%
JSC
2813
Jackson Square Capital
California
$613K -$14.9K -91 -2%
TCM
2814
Traynor Capital Management
Pennsylvania
$613K -$113K -694 -15%
AWS
2815
Arkfeld Wealth Strategies
Nebraska
$612K +$2.12K +13 +0.3%
VFG
2816
Victory Financial Group
Texas
$612K +$181K +1,107 +40%
CP
2817
Creekside Partners
California
$611K – – –
TCOK
2818
Trust Company of Kansas
Kansas
$611K – – –
SMWM
2819
Silvia McColl Wealth Management
California
$611K – – –
WAM
2820
WFA Asset Management
Wisconsin
$609K +$3.75K +23 +0.6%
WCP
2821
Wealthcare Capital Partners
Pennsylvania
$609K -$16.3K -100 -3%
CSPIA
2822
Cary Street Partners Investment Advisory
Virginia
$607K +$48.1K +295 +8%
BZWA
2823
Blue Zone Wealth Advisors
California
$607K -$10.3K -63 -2%
CPM
2824
Connective Portfolio Management
New York
$606K – – –
FWM
2825
FSA Wealth Management
Massachusetts
$606K +$816 +5 +0.1%
111 112
113
114 115