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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2926
Rockport Wealth
Ohio
$540K +$553K +3,388 New
RIM
2927
Rockbridge Investment Management
New York
$539K +$10.4K +64 +2%
PW
2928
Potentia Wealth
California
$539K – – –
RGF
2929
Retirement Guys Formula
Ohio
$538K -$13.7K -84 -2%
AI
2930
Auour Investments
Massachusetts
$537K – – –
GFP
2931
Guardian Financial Partners
California
$537K +$3.43K +21 +0.6%
FFA
2932
Fortune Financial Advisors
Kansas
$537K +$34.3K +210 +7%
VIM
2933
Vista Investment Management
Pennsylvania
$536K +$34.6K +212 +7%
MC
2934
Montag & Caldwell
Georgia
$536K – – –
FCM
2935
Fortis Capital Management
Washington
$536K +$12.4K +76 +2%
CRI
2936
Colonial River Investments
Virginia
$535K -$54.5K -334 -9%
AFO
2937
Arrowroot Family Office
California
$535K +$548K +3,356 New
TFA
2938
Trinity Financial Advisors
Ohio
$533K -$130K -796 -19%
FPCP
2939
Fort Point Capital Partners
California
$533K +$25K +153 +5%
HA
2940
Huntleigh Advisors
Missouri
$532K -$3.26K -20 -0.6%
ICP
2941
Interchange Capital Partners
Pennsylvania
$532K +$6.2K +38 +1%
MLFP
2942
MPS Loria Financial Planners
Illinois
$532K +$2.61K +16 +0.5%
GKIM
2943
GW&K Investment Management
Massachusetts
$531K +$59.2K +363 +12%
CIP
2944
Convergence Investment Partners
Florida
$530K -$28.9K -177 -5%
MF
2945
Montis Financial
Massachusetts
$529K +$326 +2 +0.1%
CFA
2946
Capstone Financial Advisors
Illinois
$529K -$133K -814 -20%
SP
2947
Sequent Planning
Nebraska
$529K -$7.67K -47 -1%
MSCM
2948
McElhenny Sheffield Capital Management
Texas
$527K -$816 -5 -0.2%
BCG
2949
BayBridge Capital Group
California
$527K +$10.4K +64 +2%
LPAM
2950
Lodestar Private Asset Management
California
$525K -$134K -820 -20%
116 117
118
119 120