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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
3101
Sharkey, Howes & Javer
Colorado
$222K +$202K +1,360 New
APS
3102
American Planning Services
Florida
$220K +$199K +1,343 New
LFS
3103
Legacy Financial Strategies
Kansas
$220K +$199K +1,343 New
4WM
3104
4J Wealth Management
Virginia
$220K +$200K +1,346 New
CWM
3105
CarsonAllaria Wealth Management
Illinois
$220K +$200K +1,346 New
WP
3106
Wealthspan Partners
Iowa
$220K +$200K +1,347 New
JWM
3107
JFG Wealth Management
Colorado
$219K -$20.9K -141 -10%
FCM
3108
Firestone Capital Management
Florida
$219K – – –
VAS
3109
Valicenti Advisory Services
New York
$219K +$199K +1,340 New
FCMA
3110
Foresight Capital Management Advisors
Michigan
$218K +$197K +1,330 New
FPF
3111
First Pacific Financial
Washington
$218K +$198K +1,334 New
KCFA
3112
Key Client Fiduciary Advisors
New Jersey
$217K +$197K +1,325 New
CWM
3113
Campbell Wealth Management
Virginia
$216K +$196K +1,318 New
SNB
3114
Security National Bank
Nebraska
$216K +$196K +1,323 New
TIM
3115
Tortoise Investment Management
New York
$215K +$8.17K +55 +4%
BHB
3116
Bank Hapoalim BM
Israel
$215K +$195K +1,312 New
EWM
3117
Endowment Wealth Management
Wisconsin
$214K +$194K +1,309 New
SFWC
3118
Strategic Family Wealth Counselors
New Jersey
$214K +$195K +1,311 New
DAM
3119
Doheny Asset Management
California
$213K -$297K -2,000 -61%
CISOA
3120
Capital Investment Services of America
Wisconsin
$213K -$89.1K -600 -32%
AMM
3121
American Money Management
California
$213K +$193K +1,300 New
VCS
3122
Vaughan & Co Securities
New Jersey
$213K +$193K +1,300 New
NMG
3123
New Millennium Group
Utah
$212K +$192K +1,296 New
MG
3124
MilWealth Group
Wisconsin
$212K -$24.6K -166 -11%
PWM
3125
Penobscot Wealth Management
Maine
$211K +$191K +1,288 New
123 124
125
126 127