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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFB
2901
STAR Financial Bank
Indiana
$525K -$16.9K -116 -3%
EWA
2902
Emergent Wealth Advisors
New York
$522K +$43.1K +296 +9%
PFG
2903
Prosperity Financial Group
California
$521K -$41.9K -288 -7%
R
2904
Rebalance
California
$520K – – –
LFIA
2905
Legacy Financial Independent Advisors
Kentucky
$519K -$13.7K -94 -3%
PWMG
2906
Pinnacle Wealth Management Group
Michigan
$519K +$437 +3 +0.1%
AWA
2907
Acorn Wealth Advisors
Michigan
$518K +$12.8K +88 +3%
PCMNC
2908
Piedmont Capital Management (North Carolina)
North Carolina
$518K -$68.1K -468 -12%
LI
2909
LVZ Inc
Michigan
$518K +$1.75K +12 +0.3%
HIM
2910
Hanlon Investment Management
New Jersey
$517K -$18.6K -128 -4%
CCC
2911
Compass Capital Corp
Massachusetts
$516K +$6.7K +46 +1%
MSWM
2912
Master's Wealth Management
Pennsylvania
$515K -$2.33K -16 -0.5%
PFA
2913
Pettinga Financial Advisors
Indiana
$515K +$10.9K +75 +2%
LPAM
2914
Lodestar Private Asset Management
California
$515K -$92.3K -634 -15%
BSTWA
2915
Blake Schutter Theil Wealth Advisors
Ohio
$515K +$17.2K +118 +3%
MHR
2916
Matthew Hamilton Rosenberg
$514K +$4.08K +28 +0.8%
AFW
2917
Avantra Family Wealth
Pennsylvania
$513K +$250K +1,719 +97%
LWM
2918
LeConte Wealth Management
Tennessee
$513K +$64.5K +443 +15%
SCM
2919
Sage Capital Management
New Jersey
$512K +$873 +6 +0.2%
USWIA
2920
UP Strategic Wealth Investment Advisors
Pennsylvania
$512K +$199K +1,368 +65%
CH
2921
CDKV Holdings
Colorado
$511K – – –
TIA
2922
Tiemann Investment Advisors
California
$511K -$16.7K -115 -3%
TWML
2923
Todd Wealth Management, LLC
Florida
$511K – – –
AF
2924
Affiance Financial
Minnesota
$510K +$121K +832 +31%
FWM
2925
Foguth Wealth Management
Michigan
$510K +$6.11K +42 +1%
115 116
117
118 119