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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
3126
PAX Financial Group
Texas
$394K +$52.8K +348 +15%
SLP
3127
Storen Legacy Partners
Indiana
$394K -$40.8K -269 -9%
CP
3128
Clarendon Private
Massachusetts
$394K +$161K +1,065 +64%
DWML
3129
Decker Wealth Management LLC
Tennessee
$393K -$60.6K -400 -13%
HWMG
3130
Hurlow Wealth Management Group
Indiana
$393K -$22.3K -147 -5%
FA
3131
Fiducient Advisors
Illinois
$393K -$105K -693 -20%
OIS
3132
OneAscent Investment Solutions
Alabama
$392K -$81.1K -535 -16%
CPW
3133
Crestmont Private Wealth
Texas
$392K +$126K +831 +44%
MWM
3134
Mascagni Wealth Management
Mississippi
$391K -$80.5K -531 -16%
PIP
3135
Philadelphia Investment Partners
New Jersey
$390K +$409K +2,700 New
RTC
3136
Riverview Trust Company
Washington
$390K -$2.88K -19 -0.7%
YWM
3137
Yukon Wealth Management
Kansas
$390K +$152 +1 +0%
FWMP
3138
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$389K +$13K +86 +3%
MIG
3139
McGuire Investment Group
Rhode Island
$388K – – –
WFA
3140
WMG Financial Advisors
Tennessee
$388K -$28K -185 -6%
PCM
3141
Princeton Capital Management
New Jersey
$387K +$7.88K +52 +2%
MFC
3142
Morris Financial Concepts
South Carolina
$387K -$2.58K -17 -0.6%
BWM
3143
Brown Wealth Management
Illinois
$387K +$44.1K +291 +12%
UCB
3144
United Community Bank
South Carolina
$387K -$216K -1,424 -35%
JCFM
3145
JBR Co Financial Management
Oklahoma
$386K – – –
QCM
3146
Qsemble Capital Management
New York
$386K -$1.6M -10,558 -80%
CPG
3147
Cornerstone Planning Group
New Jersey
$385K +$35.9K +237 +10%
BCP
3148
Berkeley Capital Partners
Georgia
$385K -$444K -2,931 -52%
VC
3149
Vicus Capital
Pennsylvania
$385K -$8.04K -53 -2%
EGWAG
3150
Elwood & Goetz Wealth Advisory Group
Georgia
$385K +$3.18K +21 +0.8%
124 125
126
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