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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
3026
Peak Financial Management
Massachusetts
$444K +$18.2K +107 +4%
AWA
3027
Adapt Wealth Advisors
Georgia
$443K – – –
EI
3028
Ellevest Inc
New York
$443K -$3.56K -21 -0.8%
AGC
3029
Aspen Grove Capital
Colorado
$442K +$170 +1 +0%
SW
3030
SMART Wealth
Nebraska
$442K -$82K -483 -16%
NO
3031
Ninety One
South Africa
$441K – – –
LWM
3032
Laidlaw Wealth Management
New York
$441K -$100K -591 -19%
AWP
3033
Ascent Wealth Partners
New York
$440K -$4.75K -28 -1%
AT
3034
Arlington Trust
Alabama
$439K -$39K -230 -8%
MAG
3035
Mayfair Advisory Group
Alabama
$439K – – –
SLWA
3036
San Luis Wealth Advisors
California
$438K -$28.5K -168 -6%
LIM
3037
Longfellow Investment Management
Massachusetts
$438K -$213K -1,253 -33%
FA
3038
Fagan Associates
New York
$437K – – –
LSWM
3039
Lorne Steinberg Wealth Management
Canada
$437K – – –
AF
3040
Affiance Financial
Minnesota
$437K -$8.32K -49 -2%
TC
3041
Tacita Capital
Ontario, Canada
$436K – – –
SWM
3042
Seed Wealth Management
Illinois
$436K – – –
SCM
3043
Silvant Capital Management
Georgia
$435K – – –
GXJ
3044
Global X Japan
Japan
$435K -$19.7K -116 -4%
LK
3045
Lumbard & Kellner
New Hampshire
$434K – – –
GPW
3046
Gentry Private Wealth
Kansas
$433K -$11.2K -66 -3%
SNBOSD
3047
Security National Bank of So Dak
Iowa
$433K – – –
KWS
3048
Keystone Wealth Services
California
$432K +$42.8K +252 +11%
EWS
3049
Eagle Wealth Strategies
New Jersey
$432K -$3.06K -18 -0.7%
DWM
3050
Dopkins Wealth Management
New York
$430K -$357K -2,102 -46%
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122
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