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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
3151
Derbend Asset Management
Georgia
$310K +$87.1K +588 +38%
RWA
3152
Rooted Wealth Advisors
Illinois
$309K -$32.1K -217 -10%
SW
3153
SMART Wealth
Nebraska
$309K +$39.5K +267 +15%
PFWA
3154
Paces Ferry Wealth Advisors
Georgia
$308K -$1.19K -8 -0.4%
MWPCG
3155
Measured Wealth Private Client Group
New Hampshire
$308K – – –
CA
3156
CSM Advisors
Pennsylvania
$307K – – –
NRA
3157
NSI Retail Advisors
Pennsylvania
$307K – – –
GAM
3158
Grandview Asset Management
Pennsylvania
$306K +$11.4K +77 +4%
LL
3159
LWMG LLC
Minnesota
$305K +$6.96K +47 +2%
CWM
3160
C2C Wealth Management
Arizona
$305K +$251M +1,696,630 +7,231%
SFSG
3161
Sound Financial Strategies Group
Mississippi
$304K -$55.1K -372 -15%
CFO
3162
Collective Family Office
Pennsylvania
$304K – – –
CPC
3163
Congress Park Capital
New York
$304K – – –
BFS
3164
Beacon Financial Strategies
North Carolina
$304K -$3.11K -21 -1%
OA
3165
Operose Advisors
Wisconsin
$303K -$108K -730 -26%
MWA
3166
Monograph Wealth Advisors
California
$303K -$3.57M -24,102 -92%
USWIA
3167
UP Strategic Wealth Investment Advisors
Pennsylvania
$303K +$306K +2,065 New
PA
3168
Perennial Advisors
New York
$303K +$296 +2 +0.1%
OBWP
3169
O'Brien Wealth Partners
Massachusetts
$302K +$9.63K +65 +3%
RIM
3170
RW Investment Management
Idaho
$302K +$2.37K +16 +0.8%
RHJA
3171
Rice Hall James & Associates
California
$302K – – –
CWG
3172
Crown Wealth Group
North Carolina
$301K -$18.1K -122 -6%
OLA
3173
Oliver Luxxe Assets
New Jersey
$301K -$9.48K -64 -3%
TSWM
3174
Tyler-Stone Wealth Management
Ohio
$301K +$6.22K +42 +2%
AWM
3175
Avaii Wealth Management
Wisconsin
$301K +$50.8K +343 +20%
125 126
127
128 129