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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2901
Talisman Wealth Advisors
New Jersey
$378K +$24.1K +160 +7%
GSIS
2902
Global Strategic Investment Solutions
Arizona
$377K +$2.26K +15 +0.6%
TWM
2903
TMD Wealth Management
Arizona
$377K +$374K +2,484 New
BBW
2904
Blue Barn Wealth
Utah
$377K -$22.9K -152 -6%
SFP
2905
Sterling Financial Planning
New Jersey
$377K – – –
HWA
2906
Heartwood Wealth Advisors
Virginia
$377K +$167K +1,109 +81%
PCIG
2907
Partners Capital Investment Group
Massachusetts
$375K +$373K +2,473 New
HBCM
2908
Heron Bay Capital Management
Michigan
$373K -$90.4K -600 -20%
PCMK
2909
Paragon Capital Management (Kansas)
Kansas
$373K -$29.1K -193 -7%
AF
2910
Affiance Financial
Minnesota
$373K +$2.41K +16 +0.7%
VC
2911
Vicus Capital
Pennsylvania
$372K -$47.3K -314 -11%
IWA
2912
Intercontinental Wealth Advisors
Texas
$371K -$157K -1,043 -30%
CL
2913
COWA LLC
Oklahoma
$371K – – –
PIFP
2914
Partners in Financial Planning
Virginia
$371K +$301 +2 +0.1%
KIC
2915
Keating Investment Counselors
Florida
$370K – – –
HIS
2916
Horizon Investment Services
Indiana
$369K +$151 +1 +0%
DWP
2917
Destiny Wealth Partners
Florida
$368K -$127K -840 -26%
BS
2918
Bessemer Securities
New York
$368K -$52.8K -350 -13%
WCWM
2919
Wooster Corthell Wealth Management
Connecticut
$368K – – –
RCM
2920
Rain Capital Management
Oregon
$367K +$754 +5 +0.2%
MAM
2921
McLean Asset Management
Virginia
$365K +$5.73K +38 +2%
MFS
2922
McNamara Financial Services
Massachusetts
$364K – – –
LL
2923
LWMG LLC
Minnesota
$364K +$14.2K +94 +4%
LSA
2924
Lion Street Advisors
Texas
$364K +$94.5K +627 +33%
GCAC
2925
Guardian Capital Advisors (Canada)
Ontario, Canada
$363K +$8.89K +59 +2%
115 116
117
118 119