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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3001
Drive Wealth Management
Utah
$264K -$88.7K -567 -25%
TCWM
3002
Total Clarity Wealth Management
Illinois
$264K -$1.72K -11 -0.6%
CCMW
3003
Cypress Capital Management (Wyoming)
Wyoming
$264K – – –
PSIWM
3004
Paradigm Strategies in Wealth Management
Minnesota
$264K – – –
ES
3005
ETF Store
Kansas
$264K +$51.5K +329 +25%
CC
3006
Capital Counsel
New York
$263K – – –
RC
3007
RBO & Co
California
$260K -$1.56K -10 -0.6%
OKSA
3008
O'Keefe Stevens Advisory
New York
$260K – – –
SDJVC
3009
St. Denis J. Villere & Co
Louisiana
$259K +$30.8K +197 +13%
FCG
3010
Financial Connections Group
California
$258K -$23.5K -150 -8%
PW
3011
Peninsula Wealth
California
$257K -$1.56K -10 -0.6%
WA
3012
Winfield Associates
Ohio
$257K – – –
FAG
3013
Financial Advisory Group
Texas
$257K +$2.19K +14 +0.8%
RPG
3014
Resource Planning Group
Georgia
$256K +$626 +4 +0.2%
PFG
3015
Piershale Financial Group
Illinois
$255K +$782 +5 +0.3%
SPI
3016
Santori & Peters Inc
Pennsylvania
$255K +$41.5K +265 +19%
GCM
3017
Graham Capital Management
Connecticut
$255K +$261K +1,671 New
AIA
3018
Arbor Investment Advisors
North Carolina
$254K -$12.8K -82 -5%
RFN
3019
Redwood Financial Network
Ohio
$254K +$260K +1,663 New
MCA
3020
Millennium Capital Advisors
Arkansas
$253K – – –
BWFA
3021
Baltimore-Washington Financial Advisors
Maryland
$253K -$43.8K -280 -13%
OWA
3022
Opal Wealth Advisors
New York
$253K -$40.2K -257 -13%
CAM
3023
Claret Asset Management
Quebec, Canada
$253K – – –
BFP
3024
Briaud Financial Planning
Texas
$253K +$44.1K +282 +20%
JSC
3025
Jackson Square Capital
California
$252K -$1.41K -9 -0.5%
119 120
121
122 123