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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
3076
GW&K Investment Management
Massachusetts
$507K +$28.1K +168 +6%
TDC
3077
Thompson Davis & Co
Virginia
$507K
GWM
3078
Gitterman Wealth Management
New Jersey
$506K -$3.35K -20 -0.7%
HSG
3079
Helen Stephens Group
Texas
$505K -$12.6K -75 -2%
WIM
3080
Warwick Investment Management
Texas
$505K +$124K +740 +33%
APA
3081
Astoria Portfolio Advisors
New York
$505K -$845K -5,045 -62%
TAM
3082
Titleist Asset Management
Texas
$503K +$57.3K +342 +13%
DS
3083
DRW Securities
Illinois
$502K -$484K -2,889 -49%
CHA
3084
Cooper/Haims Advisors
New York
$502K -$19.6K -117 -4%
ACM
3085
Avalon Capital Management
California
$501K
MQWP
3086
Morey & Quinn Wealth Partners
Nebraska
$501K +$16.7K +100 +4%
SHF
3087
Safe Harbor Fiduciary
Florida
$500K -$2.35K -14 -0.5%
OFO
3088
OneAscent Family Office
Alabama
$498K +$490K +2,926 New
1W
3089
1776 Wealth
Georgia
$498K -$18.6K -111 -4%
PBF
3090
Petix & Botte Financial
California
$498K
LFP
3091
Lakeshore Financial Planning
Michigan
$497K +$3.18K +19 +0.7%
MKW
3092
Mullaney, Keating & Wright
Connecticut
$495K
BA
3093
Bluesphere Advisors
Pennsylvania
$494K -$44K -263 -8%
KBFS
3094
Kohmann Bosshard Financial Services
Ohio
$493K -$2.85K -17 -0.6%
TFG
3095
Taylor Financial Group
Virginia
$493K +$46.4K +277 +11%
AWA
3096
Aletheian Wealth Advisors
Washington
$493K +$66K +394 +16%
KL
3097
KilterHowling LLC
Colorado
$492K +$502 +3 +0.1%
SW
3098
StrongBox Wealth
Missouri
$492K -$48.4K -289 -9%
BS
3099
Brighton Securities
New York
$491K +$15.4K +92 +3%
DWM
3100
Dopkins Wealth Management
New York
$491K