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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
2951
Pine Harbor Wealth Management
Maryland
$479K -$15.2K -97 -3%
CWS
2952
Cypress Wealth Services
California
$479K +$15.2K +97 +3%
OIS
2953
OneAscent Investment Solutions
Alabama
$479K -$42.3K -271 -8%
HWP
2954
Highline Wealth Partners
California
$478K +$10.3K +66 +2%
DBRC
2955
D.B. Root & Company
Pennsylvania
$478K -$17.6K -113 -4%
ECAM
2956
East Coast Asset Management
Massachusetts
$477K – – –
CICC
2957
Capital Investment Counsel (Colorado)
Colorado
$477K -$9.53K -61 -2%
BI
2958
Bolthouse Investments
California
$476K – – –
BFPW
2959
BOK Financial Private Wealth
Colorado
$476K +$10.6K +68 +2%
XPN
2960
XY Planning Network
Montana
$476K – – –
RWS
2961
Resolute Wealth Strategies
Mississippi
$475K +$469 +3 +0.1%
APC
2962
Asset Planning Corporation
Tennessee
$475K – – –
FWMP
2963
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$474K – – –
MPCL
2964
My Personal CFO LLC
Washington
$474K +$482K +3,083 New
BHPW
2965
Beverly Hills Private Wealth
California
$474K -$1.41K -9 -0.3%
BEW
2966
Burton Enright Welch
California
$473K +$7.03K +45 +1%
APWA
2967
Atlas Private Wealth Advisors
New Jersey
$473K -$839K -5,374 -64%
NFG
2968
Nadler Financial Group
Illinois
$469K +$31.2K +200 +7%
GAM
2969
Gemmer Asset Management
California
$469K -$62.3K -399 -12%
SA
2970
Strategic Advocates
Utah
$468K +$16.6K +106 +4%
FPGK
2971
Financial Partners Group (Kansas)
Kansas
$468K -$16.2K -104 -3%
WAG
2972
Windsor Advisory Group
Ohio
$468K -$55.8K -357 -10%
MFS
2973
McNamara Financial Services
Massachusetts
$468K – – –
FNWM
2974
Financial Network Wealth Management
Utah
$467K +$502K +3,215 New
WFA
2975
WMG Financial Advisors
Tennessee
$464K +$13.3K +85 +3%
117 118
119
120 121