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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
3051
Crown Wealth Group
North Carolina
$422K +$215K +1,420 +94%
KHC
3052
Koesten Hirschmann & Crabtree
Kansas
$422K +$8.79K +58 +2%
AIA
3053
Arbor Investment Advisors
North Carolina
$421K +$16.2K +107 +4%
WWM
3054
Wiser Wealth Management
Georgia
$421K +$29.7K +196 +7%
RIM
3055
Rockbridge Investment Management
New York
$419K -$11.5K -76 -3%
NCTC
3056
New Covenant Trust Company
Indiana
$419K +$33K +218 +8%
AFWM
3057
Arta Finance Wealth Management
California
$419K +$146K +963 +50%
TWM
3058
Tradition Wealth Management
Minnesota
$419K +$25.8K +170 +6%
IA
3059
Invested Advisors
Pennsylvania
$418K -$303 -2 -0.1%
RA
3060
Ruggaard & Associates
Ohio
$418K – – –
FWP
3061
Falcon Wealth Planning
California
$418K -$77.6K -512 -15%
KA
3062
Kozak & Associates
Colorado
$418K -$147K -968 -25%
MG
3063
McHugh Group
Ohio
$418K -$6.06K -40 -1%
SFSG
3064
Sound Financial Strategies Group
Mississippi
$418K -$171K -1,126 -28%
SC
3065
Solstein Capital
California
$417K – – –
MA
3066
MKT Advisors
California
$417K -$89.3K -589 -17%
NFTC
3067
North Forty Two & Co
Oregon
$417K – – –
UWM
3068
USAdvisors Wealth Management
Minnesota
$416K -$10.8K -71 -2%
AGP
3069
Aspire Growth Partners
Florida
$416K +$2.73K +18 +0.6%
RFW
3070
Redwood Family Wealth
Texas
$416K +$3.64K +24 +0.8%
AFC
3071
Ares Financial Consulting
California
$416K +$47K +310 +12%
WCG
3072
Weaver Consulting Group
California
$415K +$6.37K +42 +1%
CCA
3073
Clearwater Capital Advisors
Illinois
$415K -$141K -929 -24%
MLFP
3074
MPS Loria Financial Planners
Illinois
$415K -$75.6K -499 -15%
SBF
3075
Sara-Bay Financial
Florida
$414K +$7.13K +47 +2%
121 122
123
124 125