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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3001
Innova Wealth Partners
Pennsylvania
$250K – – –
RMSCM
3002
R.M. Sincerbeaux Capital Management
New York
$250K – – –
MCA
3003
Magnolia Capital Advisors
Mississippi
$249K -$100K -666 -28%
SI
3004
Saxon Interests
Texas
$249K -$4.36K -29 -2%
PSIWM
3005
Paradigm Strategies in Wealth Management
Minnesota
$249K – – –
SQA
3006
Simon Quick Advisors
New Jersey
$248K -$32.8K -218 -11%
AFS
3007
Axiom Financial Strategies
Indiana
$248K – – –
CCMW
3008
Cypress Capital Management (Wyoming)
Wyoming
$248K – – –
CC
3009
Capital Counsel
New York
$247K – – –
SW
3010
Solidarity Wealth
Utah
$247K – – –
NWM
3011
Northwest Wealth Management
Iowa
$245K +$21K +140 +9%
OKSA
3012
O'Keefe Stevens Advisory
New York
$244K – – –
RC
3013
RBO & Co
California
$244K – – –
SFG
3014
Steward Financial Group
Texas
$243K +$34.6K +230 +16%
EC
3015
EdgeRock Capital
Colorado
$243K +$254K +1,689 New
DAM
3016
Derbend Asset Management
Georgia
$241K -$33.8K -225 -12%
FAG
3017
Financial Advisory Group
Texas
$241K -$601 -4 -0.2%
RPG
3018
Resource Planning Group
Georgia
$241K +$601 +4 +0.2%
PFG
3019
Piershale Financial Group
Illinois
$241K +$751 +5 +0.3%
RB
3020
Renasant Bank
Mississippi
$240K -$10.5K -70 -4%
FCG
3021
Financial Connections Group
California
$240K -$2.4K -16 -0.9%
SPI
3022
Santori & Peters Inc
Pennsylvania
$240K +$150 +1 +0.1%
AIA
3023
Arbor Investment Advisors
North Carolina
$240K +$902 +6 +0.4%
AWS
3024
AJ Wealth Strategies
New York
$240K +$27.8K +185 +12%
DI
3025
DFPG Investments
Utah
$240K +$252K +1,675 New
119 120
121
122 123