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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
3051
AMI Investment Management
Indiana
$435K – – –
PWP
3052
Precedent Wealth Partners
Texas
$435K +$201K +1,384 +88%
PAS
3053
PKS Advisory Services
New York
$435K +$122K +836 +39%
CPSC
3054
Carl P. Sherr & Co
Massachusetts
$434K -$16.7K -115 -4%
AFC
3055
Ares Financial Consulting
California
$432K +$8.59K +59 +2%
JBA
3056
Johnson Bixby & Associates
Washington
$431K – – –
BFWM
3057
Bright Futures Wealth Management
New York
$430K -$5.97K -41 -1%
OBGC
3058
O'Brien Greene & Co
Pennsylvania
$429K – – –
KHC
3059
Koesten Hirschmann & Crabtree
Kansas
$429K – – –
PJWM
3060
Philip James Wealth Mangement
Georgia
$428K -$14.6K -100 -3%
RFW
3061
Redwood Family Wealth
Texas
$427K +$5.24K +36 +1%
AW
3062
Alchemi Wealth
Connecticut
$427K -$55K -378 -11%
FF
3063
Francis Financial
$427K +$424K +2,913 New
AGP
3064
Aspire Growth Partners
Florida
$425K +$2.91K +20 +0.7%
UWM
3065
USAdvisors Wealth Management
Minnesota
$425K +$3.06K +21 +0.7%
CL
3066
COWA LLC
Oklahoma
$425K -$61K -419 -13%
RA
3067
Ruggaard & Associates
Ohio
$425K – – –
RIM
3068
Rockbridge Investment Management
New York
$424K -$1.6K -11 -0.4%
MLFP
3069
MPS Loria Financial Planners
Illinois
$424K +$2.77K +19 +0.7%
MG
3070
McHugh Group
Ohio
$424K – – –
PWA
3071
Physician Wealth Advisors
Utah
$424K -$34.5K -237 -8%
SC
3072
Solstein Capital
California
$424K – – –
GTAM
3073
Global Trust Asset Management
Florida
$424K -$60K -412 -12%
TFG
3074
Taylor Financial Group
Virginia
$424K +$19.1K +131 +5%
NFTC
3075
North Forty Two & Co
Oregon
$423K – – –