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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3126
Marion Wealth Management
Pennsylvania
$256K – – –
LWM
3127
Lodestone Wealth Management
Washington
$256K +$237K +1,689 New
GCA
3128
Gradient Capital Advisors
California
$256K -$57.9K -413 -20%
AIA
3129
Arbor Investment Advisors
North Carolina
$255K +$841 +6 +0.4%
CAM
3130
Concorde Asset Management
Michigan
$254K -$57.1K -407 -20%
FAG
3131
Financial Advisory Group
Texas
$254K – – –
AWS
3132
AJ Wealth Strategies
New York
$253K +$280 +2 +0.1%
AWM
3133
Avaii Wealth Management
Wisconsin
$253K +$234K +1,668 New
RF
3134
Resolute Financial
Massachusetts
$253K +$234K +1,667 New
HFS
3135
Howard Financial Services
Texas
$252K -$121K -864 -34%
MPW
3136
MGO Private Wealth
California
$250K -$9.39K -67 -4%
AWA
3137
ARQ Wealth Advisors
Arizona
$250K -$9.53K -68 -4%
NWM
3138
Northwest Wealth Management
Iowa
$250K +$7.85K +56 +4%
CA
3139
CapWealth Advisors
Tennessee
$249K +$231K +1,646 New
SI
3140
Saxon Interests
Texas
$249K -$15.3K -109 -6%
BIMC
3141
Benson Investment Management Company
Virginia
$249K – – –
RBC
3142
Roble Belko & Company
Pennsylvania
$249K – – –
CAM
3143
Claret Asset Management
Quebec, Canada
$249K +$2.8K +20 +1%
JJBC
3144
James J. Burns & Company
New York
$249K +$230K +1,643 New
MC
3145
Matisse Capital
Oregon
$247K +$229K +1,633 New
MWA
3146
Martel Wealth Advisors
Washington
$247K +$28K +200 +14%
MVA
3147
Mount Vernon Associates
Maryland
$247K – – –
PHAM
3148
Palisades Hudson Asset Management
Florida
$247K +$2.38K +17 +1%
RFN
3149
Redwood Financial Network
Ohio
$247K +$4.77K +34 +2%
VLC
3150
Van Leeuwen & Company
New Jersey
$246K -$30.8K -220 -12%
124 125
126
127 128