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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
2826
Schneider Downs Wealth Management Advisors
Pennsylvania
$300K -$29.4K -207 -8%
AP
2827
Adero Partners
California
$300K +$26.1K +184 +9%
AWM
2828
Aprio Wealth Management
Georgia
$299K +$41.5K +292 +14%
EC
2829
Enhancing Capital
Pennsylvania
$298K – – –
AA
2830
Alesco Advisors
New York
$298K +$28.4K +200 +9%
FA
2831
Fiducient Advisors
Illinois
$296K -$277K -1,950 -45%
SFP
2832
Sterling Financial Planning
New Jersey
$296K – – –
SFP
2833
Sandbox Financial Partners
Maryland
$296K +$38.9K +274 +13%
BWM
2834
BCGM Wealth Management
Indiana
$295K +$852 +6 +0.3%
KWM
2835
Kaydan Wealth Management
Michigan
$294K -$12.8K -90 -4%
ERIC
2836
Eagle Rock Investment Company
Georgia
$294K – – –
PFM
2837
Peak Financial Management
Massachusetts
$294K +$3.41K +24 +1%
BFS
2838
Beacon Financial Strategies
North Carolina
$294K – – –
AIM
2839
Axiom Investment Management
New York
$291K -$4.4K -31 -1%
CA
2840
CSM Advisors
Pennsylvania
$290K – – –
NRA
2841
NSI Retail Advisors
Pennsylvania
$290K – – –
BCM
2842
Bayesian Capital Management
New York
$290K +$327K +2,300 New
BDF
2843
Black Diamond Financial
Maryland
$289K -$12.4K -87 -4%
WSWA
2844
Warren Street Wealth Advisors
California
$288K +$64.9K +457 +25%
KA
2845
Keene & Associates
Texas
$288K +$148K +1,041 +84%
MF
2846
Meridian Financial
Massachusetts
$288K -$142 -1 -0%
TCOK
2847
Trust Company of Kansas
Kansas
$287K – – –
CWM
2848
CarsonAllaria Wealth Management
Illinois
$287K +$1.56K +11 +0.5%
MWP
2849
Madison Wealth Partners
Wisconsin
$287K +$33.2K +234 +11%
AC
2850
AlphaCore Capital
California
$287K +$45.7K +322 +17%
112 113
114
115 116