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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
JCFM
2976
JBR Co Financial Management
Oklahoma
$395K +$399K +2,696 New
AW
2977
Apricus Wealth
South Carolina
$395K +$10.8K +73 +3%
SSA
2978
South Street Advisors
New York
$394K – – –
FPCP
2979
Fort Point Capital Partners
California
$394K -$16.3K -110 -4%
PWM
2980
Penobscot Wealth Management
Maine
$393K +$296 +2 +0.1%
TCWM
2981
Total Clarity Wealth Management
Illinois
$393K -$89.3K -603 -18%
TIM
2982
Total Investment Management
Arizona
$393K +$148 +1 +0%
TCM
2983
Towercrest Capital Management
Pennsylvania
$392K -$1.63K -11 -0.4%
DCM
2984
Dimension Capital Management
Florida
$391K +$2.07K +14 +0.5%
WMP
2985
Wealth Management Partners
Arizona
$390K -$26.4K -178 -6%
SFA
2986
Source Financial Advisors
New York
$390K +$16.1K +109 +4%
BL
2987
BCWM LLC
Kansas
$389K – – –
EA
2988
Eclectic Associates
California
$389K +$85.8K +579 +28%
MPPLM
2989
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$389K +$1.19K +8 +0.3%
ICP
2990
Interchange Capital Partners
Pennsylvania
$389K -$79.2K -535 -17%
EMAM
2991
Encompass More Asset Management
California
$388K +$392K +2,650 New
CIS
2992
Custom Index Systems
New York
$388K +$392K +2,646 New
DFG
2993
Dupree Financial Group
Kentucky
$387K +$391K +2,643 New
PIFP
2994
Partners in Financial Planning
Virginia
$387K – – –
SA
2995
SL Advisors
New Jersey
$386K -$45.6K -308 -10%
PCM
2996
Passive Capital Management
Maryland
$386K – – –
SIAG
2997
Safeguard Investment Advisory Group
California
$384K +$6.22K +42 +2%
RFP
2998
RCS Financial Planning
Maryland
$384K +$68.6K +463 +21%
TFG
2999
Taylor Financial Group
Virginia
$383K +$387K +2,614 New
LCM
3000
Lazari Capital Management
California
$383K – – –
118 119
120
121 122