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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
2801
Partners in Financial Planning
Virginia
$579K +$1.18K +8 +0.2%
PIA
2802
Pollock Investment Advisors
Michigan
$579K – – –
WQ
2803
Wealth Quarterback
New Jersey
$578K +$2.36K +16 +0.4%
PCMNC
2804
Piedmont Capital Management (North Carolina)
North Carolina
$578K +$595K +4,036 New
AWA
2805
Acorn Wealth Advisors
Michigan
$578K +$295 +2 +0%
SFSG
2806
Sound Financial Strategies Group
Mississippi
$576K -$55.3K -375 -9%
CNBOF
2807
City National Bank of Florida
Florida
$575K +$127K +863 +27%
MWS
2808
MFA Wealth Services
California
$575K -$85.4K -579 -13%
LC
2809
Lavaca Capital
Texas
$574K – – –
MC
2810
Mathes Company
New York
$573K – – –
TSW
2811
Three Seasons Wealth
Utah
$573K +$589K +3,996 New
MAM
2812
McLaughlin Asset Management
Illinois
$570K +$587K +3,980 New
1M
2813
1248 Management
Missouri
$570K -$25.4K -172 -4%
CVA
2814
Central Valley Advisors
California
$570K +$24.2K +164 +4%
SRC
2815
Shufro Rose & Co
New York
$570K -$14.7K -100 -2%
SIC
2816
Sterling Investment Counsel
New York
$569K +$242K +1,642 +81%
MP
2817
McDonald Partners
Ohio
$567K -$343K -2,323 -37%
PSP
2818
Pacific Sage Partners
Washington
$566K -$147 -1 -0%
OAS
2819
Optivise Advisory Services
Tennessee
$566K +$63.1K +428 +12%
SCM
2820
Seascape Capital Management
New Hampshire
$565K -$139K -940 -19%
GPA
2821
Guidance Point Advisors
Massachusetts
$562K -$11.6K -79 -2%
BWM
2822
Bulltick Wealth Management
Florida
$560K +$577K +3,911 New
BG
2823
Bellevue Group
Switzerland
$559K +$575K +3,900 New
SP
2824
Stonebrook Private
Michigan
$559K +$5.16K +35 +0.9%
CCA
2825
Cadent Capital Advisors
Oklahoma
$558K -$30.2K -205 -5%
111 112
113
114 115