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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
3001
Marks Group Wealth Management
Minnesota
$532K – – –
FNWM
3002
Financial Network Wealth Management
Utah
$532K – – –
SIC
3003
SJS Investment Consulting
Ohio
$531K -$95.7K -562 -15%
MHR
3004
Matthew Hamilton Rosenberg
$530K +$20.8K +122 +4%
BA
3005
Bluesphere Advisors
Pennsylvania
$530K +$511 +3 +0.1%
ACM
3006
Armbruster Capital Management
New York
$530K -$62.2K -365 -10%
OIM
3007
Orca Investment Management
Oregon
$530K -$46.7K -274 -8%
VIM
3008
Vista Investment Management
Pennsylvania
$530K -$17K -100 -3%
PGIM
3009
Pacific Global Investment Management
California
$530K -$9.6M -56,389 -95%
OWM
3010
OneAscent Wealth Management
Alabama
$529K -$99.5K -584 -16%
RIG
3011
Renaissance Investment Group
Massachusetts
$529K – – –
HWP
3012
Highline Wealth Partners
California
$528K +$5.45K +32 +1%
SCM
3013
Stevens Capital Management
Pennsylvania
$528K +$537K +3,152 New
BSHC
3014
Breed's Hill Capital
Massachusetts
$527K +$197K +1,159 +58%
TSS
3015
Two Sigma Securities
New York
$527K -$1.25M -7,326 -70%
FPGK
3016
Financial Partners Group (Kansas)
Kansas
$526K +$23.2K +136 +5%
KL
3017
KilterHowling LLC
Colorado
$526K +$24.7K +145 +5%
GA
3018
GSG Advisors
New Jersey
$525K -$235K -1,379 -31%
AIMA
3019
Ables Iannone Moore & Associates
Georgia
$524K – – –
VC
3020
Vicus Capital
Pennsylvania
$524K +$33.2K +195 +7%
SFG
3021
Sather Financial Group
Texas
$524K – – –
RFG
3022
RFP Financial Group
Georgia
$523K -$532K -3,123 -50%
ECAM
3023
East Coast Asset Management
Massachusetts
$521K – – –
MHC
3024
May Hill Capital
Massachusetts
$520K +$528K +3,103 New
BI
3025
Bolthouse Investments
California
$520K +$528K +3,101 New
119 120
121
122 123