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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
LD
2826
Lipe & Dalton
New York
$367K -$25K -160 -6%
BWL
2827
Bogart Wealth LLC
Virginia
$367K -$9.7K -62 -3%
EC
2828
Enhancing Capital
Pennsylvania
$367K – – –
TF
2829
TimeScale Financial
Massachusetts
$367K +$2.03K +13 +0.5%
AWP
2830
Ascent Wealth Partners
New York
$366K +$375K +2,397 New
MWPCG
2831
Measured Wealth Private Client Group
New Hampshire
$363K -$18.5K -118 -5%
EWP
2832
Engrave Wealth Partners
Texas
$363K -$1.25K -8 -0.3%
MWM
2833
Mascoma Wealth Management
New Hampshire
$362K +$95.6K +611 +35%
CWA
2834
Canvas Wealth Advisors
Kansas
$360K -$227K -1,453 -39%
FNBOH
2835
First National Bank of Hutchinson
Kansas
$360K -$46.2K -295 -11%
SDWMA
2836
Schneider Downs Wealth Management Advisors
Pennsylvania
$358K -$46.9K -300 -11%
SFP
2837
Sterling Financial Planning
New Jersey
$358K -$29.7K -190 -8%
PA
2838
Planning Alternatives
Michigan
$357K – – –
FWM
2839
Fairhaven Wealth Management
Illinois
$357K +$4.38K +28 +1%
SWRP
2840
Summit Wealth & Retirement Planning
California
$357K +$172K +1,098 +89%
MC
2841
Montag & Caldwell
Georgia
$356K -$79.8K -510 -18%
HIM
2842
Hotaling Investment Management
Pennsylvania
$356K -$40.1K -256 -10%
BFS
2843
Beacon Financial Strategies
North Carolina
$356K -$62K -396 -15%
GCAC
2844
Guardian Capital Advisors (Canada)
Ontario, Canada
$355K – – –
PFWA
2845
Paces Ferry Wealth Advisors
Georgia
$354K -$120K -766 -25%
BWM
2846
BCGM Wealth Management
Indiana
$354K +$16.4K +105 +5%
GM
2847
GeoWealth Management
Illinois
$352K -$138K -883 -28%
OCM
2848
Orser Capital Management
Texas
$352K – – –
PFM
2849
Peak Financial Management
Massachusetts
$352K – – –
COF
2850
Capital One Financial
Virginia
$351K -$388K -2,477 -52%
112 113
114
115 116