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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
3001
Shapiro Capital Management
Georgia
$318K – – –
ACM
3002
Avalon Capital Management
California
$318K – – –
CHA
3003
Cooper/Haims Advisors
New York
$318K +$2.14K +14 +0.6%
PA
3004
Planning Alternatives
Michigan
$318K +$27.5K +180 +9%
JAFL
3005
Jay A. Fishman Ltd
Michigan
$318K +$77.1K +505 +30%
CWG
3006
Crown Wealth Group
North Carolina
$318K +$30.5K +200 +10%
WF
3007
Whelan Financial
California
$318K +$6.87K +45 +2%
LI
3008
Lafayette Investments
Maryland
$317K +$7.79K +51 +2%
FWP
3009
Falcon Wealth Planning
California
$316K -$458 -3 -0.1%
RFP
3010
RCS Financial Planning
Maryland
$314K – – –
MPW
3011
MGO Private Wealth
California
$314K +$112K +733 +52%
LF
3012
Lee Financial
Texas
$314K +$4.58K +30 +1%
PD
3013
Planning Directions
Pennsylvania
$314K +$611 +4 +0.2%
BWM
3014
BCGM Wealth Management
Indiana
$313K -$14.5K -95 -4%
FBT
3015
First Bank & Trust
South Dakota
$312K – – –
OPOWM
3016
One Plus One Wealth Management
Florida
$312K – – –
LI
3017
Latash Investments
Alaska
$311K – – –
CCP
3018
Carmel Capital Partners
California
$311K +$60K +393 +23%
WGAM
3019
Wilkinson Global Asset Management
New York
$310K – – –
OLA
3020
Oliver Luxxe Assets
New Jersey
$309K -$184K -1,204 -36%
VAG
3021
VisionPoint Advisory Group
Texas
$309K +$40.6K +266 +14%
EIG
3022
Ellenbecker Investment Group
Wisconsin
$309K -$1.22K -8 -0.4%
RWG
3023
Regal Wealth Group
California
$308K – – –
PFWA
3024
Paces Ferry Wealth Advisors
Georgia
$307K -$1.99K -13 -0.6%
BOS
3025
Bank of Stockton
California
$307K – – –
119 120
121
122 123