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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
WFP
3001
Worthington Financial Partners
Ohio
$468K +$482K +3,267 New
WLG
3002
Williamson Legacy Group
Indiana
$468K -$5.31K -36 -1%
SP
3003
Sequent Planning
Nebraska
$467K +$147 +1 +0%
CPSC
3004
Carl P. Sherr & Co
Massachusetts
$467K +$10.5K +71 +2%
OIS
3005
OneAscent Investment Solutions
Alabama
$465K +$19.2K +130 +4%
MWM
3006
Mascagni Wealth Management
Mississippi
$464K -$7.37K -50 -2%
OIM
3007
Orca Investment Management
Oregon
$463K +$5.16K +35 +1%
SFC
3008
SYM Financial Corp
Indiana
$463K -$199K -1,347 -29%
RB
3009
Renasant Bank
Mississippi
$462K +$118K +800 +33%
RAM
3010
Riggs Asset Management
Pennsylvania
$462K -$10.3K -70 -2%
ACM
3011
Aurdan Capital Management
Pennsylvania
$460K – – –
FNWM
3012
Financial Network Wealth Management
Utah
$460K – – –
LSA
3013
Leonteq Securities AG
Switzerland
$460K -$398K -2,698 -46%
RWC
3014
Rare Wolf Capital
Washington
$460K +$473K +3,208 New
OWM
3015
OneAscent Wealth Management
Alabama
$459K -$10.2K -69 -2%
LEA
3016
Legacy Edge Advisors
New York
$459K +$3.24K +22 +0.7%
WA
3017
WESPAC Advisors
California
$458K -$135K -913 -22%
CC
3018
Climber Capital
Switzerland
$458K +$472K +3,200 New
CWA
3019
Consilium Wealth Advisory
Texas
$458K – – –
FWM
3020
Focused Wealth Management
New York
$458K -$13.7K -93 -3%
KL
3021
KilterHowling LLC
Colorado
$457K +$8.99K +61 +2%
CC
3022
Clearwave Capital
California
$457K +$470K +3,186 New
PWP
3023
Prasad Wealth Partners
Ohio
$456K +$275K +1,866 +142%
CPC
3024
Consolidated Planning Corp
Georgia
$456K -$97.8K -663 -17%
PMG
3025
ProVise Management Group
Florida
$456K +$7.08K +48 +2%
119 120
121
122 123