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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2951
Montag & Caldwell
Georgia
$573K – – –
HA
2952
Huntleigh Advisors
Missouri
$573K +$31K +185 +6%
CIG
2953
Cascade Investment Group
Colorado
$572K +$53.8K +321 +11%
BW
2954
Blalock Williams
Alabama
$571K -$86.4K -516 -13%
GFP
2955
Guardian Financial Partners
California
$571K +$18.6K +111 +3%
LEA
2956
Legacy Edge Advisors
New York
$570K +$12.2K +73 +2%
WSWA
2957
Warren Street Wealth Advisors
California
$570K -$59.8K -357 -10%
FWM
2958
Foguth Wealth Management
Michigan
$570K -$61.5K -367 -10%
LI
2959
LVZ Inc
Michigan
$570K -$6.7K -40 -1%
BPC
2960
Bearing Point Capital
Minnesota
$566K -$24.8K -148 -4%
RIM
2961
Rockbridge Investment Management
New York
$566K -$81.7K -488 -13%
MLFP
2962
MPS Loria Financial Planners
Illinois
$566K +$7.2K +43 +1%
MF
2963
Montis Financial
Massachusetts
$566K +$335 +2 +0.1%
CAGAS
2964
Capital Advisory Group Advisory Services
Minnesota
$565K +$52.1K +311 +10%
AOI
2965
Auto-Owners Insurance
Michigan
$565K -$2.77M -16,509 -63%
MSCM
2966
McElhenny Sheffield Capital Management
Texas
$564K -$670 -4 -0.1%
DFG
2967
Dupree Financial Group
Kentucky
$563K +$91.5K +546 +20%
ICP
2968
Interchange Capital Partners
Pennsylvania
$563K +$11.4K +68 +2%
MP
2969
Moment Partners
California
$562K -$5.19K -31 -0.9%
AIM
2970
AMI Investment Management
Indiana
$562K -$17.1K -102 -3%
EFG
2971
Elios Financial Group
Ohio
$561K +$75.5K +451 +16%
MWM
2972
Mascagni Wealth Management
Mississippi
$561K – – –
FCM
2973
Fortis Capital Management
Washington
$560K +$550K +3,286 New
PMG
2974
ProVise Management Group
Florida
$559K -$73.9K -441 -12%
FWM
2975
Focused Wealth Management
New York
$558K -$11.2K -67 -2%
117 118
119
120 121