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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
3001
Hoxton Planning & Management
West Virginia
$319K +$46.4K +308 +17%
NIM
3002
Nexus Investment Management
Ontario, Canada
$319K -$15.1K -100 -5%
CB
3003
Centennial Bank
Arkansas
$317K -$89.5K -594 -22%
TWA
3004
Trellis Wealth Advisors
California
$317K +$21.3K +141 +7%
PGF
3005
Plan Group Financial
Oklahoma
$317K +$307K +2,039 New
HFM
3006
Harvest Fund Management
China
$316K +$277K +1,837 +753%
WCFA
3007
Walkner Condon Financial Advisors
Wisconsin
$315K -$12.1K -80 -4%
CPC
3008
Congress Park Capital
New York
$315K – – –
RFN
3009
RDA Financial Network
Iowa
$315K +$1.66K +11 +0.5%
RWG
3010
Regal Wealth Group
California
$314K – – –
PW
3011
Peninsula Wealth
California
$314K +$7.38K +49 +2%
PA
3012
Perennial Advisors
New York
$313K +$452 +3 +0.1%
RHJA
3013
Rice Hall James & Associates
California
$312K – – –
M1FG
3014
Mach-1 Financial Group
Arkansas
$312K -$15.1K -100 -5%
BOS
3015
Bank of Stockton
California
$311K -$2.11K -14 -0.7%
BIA
3016
Bell Investment Advisors
California
$310K +$4.82K +32 +2%
RWA
3017
Rooted Wealth Advisors
Illinois
$310K +$54.4K +361 +22%
RIM
3018
RW Investment Management
Idaho
$310K +$151 +1 +0%
JSA
3019
Jacobson & Schmitt Advisors
Wisconsin
$309K -$28.3K -188 -8%
JCM
3020
J2 Capital Management
Michigan
$309K -$38.3K -254 -11%
DCBT
3021
Dakota Community Bank & Trust
North Dakota
$309K -$6.93K -46 -2%
TFP
3022
Tilia Fiduciary Partners
North Carolina
$308K +$151 +1 +0%
IA
3023
IFG Advisors
Missouri
$308K +$7.69K +51 +3%
MWP
3024
Madison Wealth Partners
Wisconsin
$308K -$11.3K -75 -4%
KWM
3025
Kaydan Wealth Management
Michigan
$307K – – –
119 120
121
122 123