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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
3001
Jackson Square Capital
California
$272K – – –
MCA
3002
Millennium Capital Advisors
Arkansas
$271K +$246K +1,657 New
CAM
3003
Claret Asset Management
Quebec, Canada
$271K – – –
MWM
3004
MinichMacGregor Wealth Management
New York
$269K -$33K -222 -12%
BIMC
3005
Benson Investment Management Company
Virginia
$269K – – –
AMR
3006
Asset Management Resources
Massachusetts
$269K +$244K +1,644 New
NRI
3007
NFP Retirement Inc
California
$269K -$7.87K -53 -3%
POIA
3008
Pin Oak Investment Advisors
Texas
$268K -$14.8K -100 -6%
RBC
3009
Roble Belko & Company
Pennsylvania
$268K – – –
MC
3010
Manteio Capital
New Jersey
$268K +$243K +1,636 New
MC
3011
Matisse Capital
Oregon
$267K – – –
SPA
3012
Sentinel Pension Advisors
Massachusetts
$267K +$26.1K +176 +12%
FWP
3013
Falcon Wealth Planning
California
$267K +$242K +1,632 New
RWMH
3014
Riverpoint Wealth Management Holdings
Illinois
$266K +$1.34K +9 +0.6%
CC
3015
Claybrook Capital
Massachusetts
$266K +$4.16K +28 +2%
MVA
3016
Mount Vernon Associates
Maryland
$266K +$11.1K +75 +5%
BEW
3017
Burton Enright Welch
California
$266K +$241K +1,624 New
LIM
3018
Lathrop Investment Management
Arkansas
$265K -$1.34K -9 -0.6%
MS
3019
Marshall & Sullivan
Washington
$265K – – –
AFS
3020
Axiom Financial Strategies
Indiana
$264K -$11.9K -80 -5%
LFA
3021
Landmark Financial Advisors
Kentucky
$264K +$240K +1,614 New
LIA
3022
LBMC Investment Advisors
Tennessee
$262K -$2.23M -15,049 -90%
PC
3023
Peavine Capital
Nevada
$262K – – –
WW
3024
Westshore Wealth
California
$262K +$297 +2 +0.1%
RFG
3025
Range Financial Group
Oregon
$261K +$16.3K +110 +7%
119 120
121
122 123