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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
3151
Waller Financial Planning Group
Ohio
$337K +$54.3K +346 +20%
CPC
3152
Congress Park Capital
New York
$337K – – –
DCBT
3153
Dakota Community Bank & Trust
North Dakota
$336K -$7.37K -47 -2%
OA
3154
Operose Advisors
Wisconsin
$336K – – –
AF
3155
Alerus Financial
North Dakota
$335K -$58.2K -371 -15%
YWM
3156
Yoder Wealth Management
California
$335K -$22.4K -143 -6%
HI
3157
Human Investing
Oregon
$335K -$54.7K -349 -14%
CFP
3158
Cascade Financial Partners
California
$335K +$338K +2,156 New
PA
3159
Perennial Advisors
New York
$335K -$471 -3 -0.1%
RHJA
3160
Rice Hall James & Associates
California
$334K – – –
GAM
3161
Grandview Asset Management
Pennsylvania
$334K -$5.02K -32 -2%
LWM
3162
LJI Wealth Management
Indiana
$334K +$107K +684 +50%
LSA
3163
Lion Street Advisors
Texas
$333K – – –
USWIA
3164
UP Strategic Wealth Investment Advisors
Pennsylvania
$333K -$2.04K -13 -0.6%
WGAM
3165
Wilkinson Global Asset Management
New York
$333K – – –
SCM
3166
Spreng Capital Management
Ohio
$332K +$784 +5 +0.2%
UW
3167
Unique Wealth
Florida
$332K +$2.35K +15 +0.7%
AF
3168
Affiance Financial
Minnesota
$332K -$21K -134 -6%
GHA
3169
Granite Harbor Advisors
Texas
$332K +$21.8K +139 +7%
MWP
3170
Madison Wealth Partners
Wisconsin
$332K -$34.2K -218 -10%
WCA
3171
Waypoint Capital Advisors
Minnesota
$331K +$9.25K +59 +3%
BFA
3172
Bright Financial Advisors
Michigan
$330K +$316K +2,016 New
MCI
3173
MRP Capital Investments
Georgia
$329K -$146K -928 -31%
PFWA
3174
Paces Ferry Wealth Advisors
Georgia
$328K -$11.8K -75 -4%
GBWM
3175
Granite Bay Wealth Management
New Hampshire
$328K +$317K +2,022 New
125 126
127
128 129