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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
3001
Source Financial Advisors
New York
$461K -$509 -3 -0.1%
CAGAS
3002
Capital Advisory Group Advisory Services
Minnesota
$460K +$10.2K +60 +2%
WF
3003
Whelan Financial
California
$459K +$13.2K +78 +3%
BFA
3004
Beacon Financial Advisory
Ohio
$459K +$10K +59 +2%
CL
3005
COWA LLC
Oklahoma
$458K – – –
CWA
3006
Clearview Wealth Advisors
Oregon
$458K -$10.2K -60 -2%
TWA
3007
Talisman Wealth Advisors
New Jersey
$456K -$4.92K -29 -1%
CFGA
3008
Cambridge Financial Group (Arizona)
Arizona
$456K +$44.6K +263 +11%
PCM
3009
Passive Capital Management
Maryland
$456K – – –
TCM
3010
Towercrest Capital Management
Pennsylvania
$455K – – –
GHA
3011
Granite Harbor Advisors
Texas
$454K +$108K +638 +32%
IWA
3012
IVC Wealth Advisors
Pennsylvania
$454K -$4.24K -25 -0.9%
RFP
3013
RCS Financial Planning
Maryland
$454K – – –
DFG
3014
Dupree Financial Group
Kentucky
$453K +$2.55K +15 +0.6%
TFG
3015
Taylor Financial Group
Virginia
$453K – – –
TFG
3016
Team Financial Group
California
$452K +$2.55K +15 +0.6%
SFC
3017
SYM Financial Corp
Indiana
$451K +$69.8K +411 +19%
ANB
3018
Amarillo National Bank
Texas
$450K +$72.5K +427 +20%
BWM
3019
Brown Wealth Management
Illinois
$450K +$11.2K +66 +3%
CIS
3020
Capital International Sarl
California
$447K +$75.7K +446 +21%
FWP
3021
Falcon Wealth Planning
California
$447K +$26.5K +156 +6%
TFF
3022
The Family Firm
Maryland
$446K +$4.07K +24 +0.9%
WF
3023
Warner Financial
Maryland
$446K +$17.3K +102 +4%
BEW
3024
Burton Enright Welch
California
$445K – – –
RWI
3025
Red Wave Investments
Pennsylvania
$444K -$26.8K -158 -6%
119 120
121
122 123