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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3001
Innova Wealth Partners
Pennsylvania
$220K – – –
RMSCM
3002
R.M. Sincerbeaux Capital Management
New York
$219K – – –
AFA
3003
American Financial Advisors
Georgia
$219K +$36.8K +259 +18%
PAM
3004
Premier Asset Management
Illinois
$219K +$246K +1,732 New
CCMW
3005
Cypress Capital Management (Wyoming)
Wyoming
$218K – – –
PSIWM
3006
Paradigm Strategies in Wealth Management
Minnesota
$218K +$142 +1 +0.1%
WFPG
3007
Waller Financial Planning Group
Ohio
$218K +$28.4K +200 +13%
MMC
3008
Mizuho Markets Cayman
Cayman Islands
$218K +$246K +1,729 New
NPPM
3009
North Point Portfolio Managers
Ohio
$217K -$31.3K -220 -11%
AWA
3010
ARQ Wealth Advisors
Arizona
$217K -$9.8K -69 -4%
CC
3011
Capital Counsel
New York
$217K – – –
TA
3012
Townsend & Associates
Colorado
$217K +$225K +1,586 New
MPW
3013
MGO Private Wealth
California
$217K +$244K +1,718 New
BAS
3014
Brown Advisory Securities
Maryland
$216K -$623K -4,388 -72%
RA
3015
Rodgers & Associates
Pennsylvania
$216K -$29.3K -206 -11%
MCA
3016
Millennium Capital Advisors
Arkansas
$216K +$9.94K +70 +4%
TFO
3017
Tarbox Family Office
California
$215K -$211K -1,484 -50%
OKSA
3018
O'Keefe Stevens Advisory
New York
$215K – – –
RC
3019
RBO & Co
California
$215K – – –
FWI
3020
Facet Wealth Inc
Maryland
$215K +$224K +1,578 New
CWA
3021
Canvas Wealth Advisors
Kansas
$214K -$101K -710 -30%
WF
3022
Whelan Financial
California
$214K +$26.8K +189 +13%
LWMNY
3023
Landmark Wealth Management (New York)
New York
$214K +$241K +1,694 New
BBW
3024
Blue Barn Wealth
Utah
$213K +$8.95K +63 +4%
GSWM
3025
Greenup Street Wealth Management
Michigan
$213K +$21.7K +153 +10%
119 120
121
122 123