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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
3101
American Financial Advisors
Georgia
$212K +$222K +1,477 New
AWM
3102
AllSquare Wealth Management
New York
$211K – – –
MWA
3103
Miller Wealth Advisors
Colorado
$211K – – –
SPA
3104
Sentinel Pension Advisors
Massachusetts
$210K – – –
TF
3105
Theory Financial
Colorado
$210K – – –
AMR
3106
Asset Management Resources
Massachusetts
$210K +$15K +100 +7%
MFS
3107
Mirabella Financial Services
United Kingdom
$209K -$1.7M -11,323 -89%
AWM
3108
Abound Wealth Management
Tennessee
$208K +$10.2K +68 +5%
S
3109
swisspartners
Liechtenstein
$207K +$210K +1,395 New
BWM
3110
BigSur Wealth Management
Florida
$206K – – –
BC
3111
Brio Consultants
California
$206K – – –
IAP
3112
Indie Asset Partners
Indiana
$206K – – –
NRW
3113
Nova R Wealth
Kansas
$206K +$150 +1 +0.1%
AFA
3114
Arlington Financial Advisors
California
$205K -$1.5K -10 -0.7%
ODIJL
3115
One Day In July LLC
Vermont
$203K – – –
SFWC
3116
Strategic Family Wealth Counselors
New Jersey
$203K +$15.2K +101 +8%
BOS
3117
Bank of Stockton
California
$202K -$2.25K -15 -1%
GIM
3118
Greenwich Investment Management
Connecticut
$202K – – –
MWA
3119
Motive Wealth Advisors
Michigan
$201K +$210K +1,395 New
UC
3120
Unio Capital
New Jersey
$200K -$184K -1,226 -47%
CP
3121
Corbenic Partners
Pennsylvania
$197K +$301 +2 +0.1%
DI
3122
Disciplined Investments
Oklahoma
$194K -$1.05K -7 -0.5%
DWP
3123
Destiny Wealth Partners
Florida
$193K -$94.5K -629 -32%
RDIA
3124
RE Dickinson Investment Advisors
Iowa
$192K – – –
AS
3125
Altshuler Shaham
Israel
$189K -$36.8K -245 -16%
123 124
125
126 127