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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
3076
Motive Wealth Advisors
Michigan
$265K -$51.6K -361 -17%
BEW
3077
Burton Enright Welch
California
$264K +$6.15K +43 +2%
HF
3078
Halpern Financial
Virginia
$264K -$2.86K -20 -1%
AFA
3079
American Financial Advisors
Georgia
$264K +$4.29K +30 +2%
MIA
3080
Milestone Investment Advisors
Wisconsin
$263K +$253K +1,772 New
GC
3081
Gibson Capital
Pennsylvania
$263K – – –
OMC
3082
Overbrook Management Corp
New York
$261K – – –
RCA
3083
Reitz Capital Advisors
Michigan
$261K – – –
GCA
3084
Gradient Capital Advisors
California
$261K +$9.72K +68 +4%
FWM
3085
Fingerlakes Wealth Management
New York
$261K +$25.2K +176 +11%
CP
3086
Castleview Partners
Texas
$260K +$6.15K +43 +3%
CWA
3087
Canvas Wealth Advisors
Kansas
$260K -$46.3K -324 -16%
MRWM
3088
ML&R Wealth Management
Texas
$260K +$35.9K +251 +17%
IWP
3089
Innova Wealth Partners
Pennsylvania
$259K – – –
CSIA
3090
Charles Schwab Investment Advisory
California
$258K +$4.86K +34 +2%
MCA
3091
Magnolia Capital Advisors
Mississippi
$258K -$6.29K -44 -2%
RMSCM
3092
R.M. Sincerbeaux Capital Management
New York
$258K – – –
LWMNY
3093
Landmark Wealth Management (New York)
New York
$258K +$6K +42 +2%
SGWM
3094
Sterling Group Wealth Management
California
$258K +$248K +1,735 New
WFPG
3095
Waller Financial Planning Group
Ohio
$257K – – –
BHWA
3096
Beacon Harbor Wealth Advisors
Virginia
$257K -$386K -2,700 -61%
GAA
3097
Global Assets Advisory
Florida
$257K – – –
CCMW
3098
Cypress Capital Management (Wyoming)
Wyoming
$256K – – –
SCP
3099
Shorepoint Capital Partners
Massachusetts
$256K -$117K -817 -32%
HIS
3100
Harvest Investment Services
Illinois
$256K -$811K -5,676 -77%
122 123
124
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