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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2901
WestEnd Advisors
North Carolina
$28.3K -$33.3M -254,907 -100%
EW
2902
Emerson Wealth
Michigan
$26K +$25.4K +195 New
MIFH
2903
Migdal Insurance & Financial Holdings
Israel
$25K +$6.65K +51 +39%
BCM
2904
Bourgeon Capital Management
Connecticut
$24K – – –
CL
2905
COWA LLC
Oklahoma
$20K -$180K -1,379 -90%
JAM
2906
JCIC Asset Management
Ontario, Canada
$20K -$130 -1 -0.7%
IPW
2907
IronBridge Private Wealth
Texas
$18K +$130 +1 +0.7%
BMD
2908
Better Money Decisions
New Mexico
$18K +$17K +130 New
RG
2909
Retirement Group
California
$17K – – –
TCM
2910
Tanaka Capital Management
New York
$15K – – –
JPLA
2911
Joseph P. Lucia & Associates
New York
$15K +$1.83K +14 +14%
MWA
2912
Moser Wealth Advisors
Washington
$14K – – –
MAM
2913
Marquette Asset Management
Minnesota
$14K +$13K +100 New
M1FG
2914
Mach-1 Financial Group
Arkansas
$13K +$13K +100 New
UFF
2915
USA Financial Formulas
Michigan
$11K +$1.3K +10 +15%
BSG
2916
Black Swift Group
Colorado
$10K +$9.26K +71 New
TJHA
2917
Thomas J. Herzfeld Advisors
Florida
$9K +$3K +23 +53%
LAS
2918
Lloyd Advisory Services
Georgia
$4K – – –
RCC
2919
Red Cedar Capital
Nebraska
$4K – – –
LWA
2920
Lowe Wealth Advisors
Maryland
$3K – – –
YAL
2921
Your Advocates Ltd
Texas
$3K – – –
UOTTAIMCU
2922
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3K +$2.61K +20 New
ADIM
2923
Alpha DNA Investment Management
Maryland
$2K – – –
CCM
2924
Copeland Capital Management
Pennsylvania
$2K – – –
FGAM
2925
Financial Gravity Asset Management
Texas
$1.41K +$449K +3,440 +86%
115 116
117
118 119