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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
3076
Sterling Financial Planning
New Jersey
$458K -$65K -398 -12%
WCG
3077
Weaver Consulting Group
California
$457K +$8.81K +54 +2%
RLH
3078
RD Lewis Holdings
Florida
$456K -$4.08K -25 -0.8%
CWM
3079
CMH Wealth Management
New Hampshire
$456K -$32.6K -200 -7%
TFG
3080
Taylor Financial Group
Virginia
$456K -$4.9K -30 -1%
KBFS
3081
Kohmann Bosshard Financial Services
Ohio
$456K -$5.39K -33 -1%
MPPLM
3082
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$455K +$1.47K +9 +0.3%
NFG
3083
Nadler Financial Group
Illinois
$454K -$95.5K -585 -17%
SFP
3084
Sandbox Financial Partners
Maryland
$454K +$1.63K +10 +0.4%
TFCP
3085
Twin Focus Capital Partners
Massachusetts
$454K – – –
CCS
3086
Concentric Capital Strategies
Connecticut
$454K +$465K +2,850 New
TAM
3087
Titleist Asset Management
Texas
$452K -$18.6K -114 -4%
AA
3088
AJ Advisors
Tennessee
$451K -$25.3K -155 -5%
MSWMA
3089
Market Street Wealth Management Advisors
Indiana
$451K -$37.5K -230 -8%
AGP
3090
Aspire Growth Partners
Florida
$450K +$6.86K +42 +2%
TIM
3091
Total Investment Management
Arizona
$450K +$15.8K +97 +4%
FPW
3092
Flywheel Private Wealth
California
$450K – – –
MA
3093
Maxele Advisors
Missouri
$450K +$8.65K +53 +2%
SBF
3094
Sara-Bay Financial
Florida
$449K -$43.7K -268 -9%
WW
3095
Westshore Wealth
California
$449K +$653 +4 +0.1%
SSW
3096
Stone Summit Wealth
Florida
$448K -$35.1K -215 -7%
AWA
3097
Aletheian Wealth Advisors
Washington
$447K -$13.7K -84 -3%
GCIA
3098
Gabelli & Co Investment Advisers
New York
$446K – – –
PTC
3099
Provident Trust Company
Wisconsin
$446K – – –
LWP
3100
LeClair Wealth Partners
Ohio
$446K +$163 +1 +0%
122 123
124
125 126