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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
3151
Birch Financial Group
New Hampshire
$458K +$465K +2,731 New
MAM
3152
McLean Asset Management
Virginia
$458K +$50.2K +295 +12%
AWA
3153
Adapt Wealth Advisors
Georgia
$457K +$28.8K +169 +7%
AGP
3154
Aspire Growth Partners
Florida
$457K +$464K +2,726 New
CAM
3155
Covenant Asset Management
New Jersey
$455K -$85.2K -500 -16%
PCMC
3156
Private Capital Management (Colorado)
Colorado
$455K -$244K -1,434 -35%
PFM
3157
Peak Financial Management
Massachusetts
$455K +$25.5K +150 +6%
NCM
3158
Next Capital Management
New York
$454K +$68.3K +401 +17%
JCFM
3159
JBR Co Financial Management
Oklahoma
$452K – – –
GHA
3160
Granite Harbor Advisors
Texas
$451K +$11.2K +66 +3%
KCM
3161
KRS Capital Management
Michigan
$451K -$33K -194 -7%
MA
3162
Mezzasalma Advisors
New Jersey
$451K +$172K +1,008 +60%
MIG
3163
McGuire Investment Group
Rhode Island
$450K – – –
RPGNY
3164
Retirement Planning Group (New York)
New York
$450K +$457K +2,686 New
WMWM
3165
Wilkins Miller Wealth Management
Alabama
$450K +$457K +2,682 New
HPM
3166
Hoxton Planning & Management
West Virginia
$449K +$67.1K +394 +17%
FC
3167
Fulcrum Capital
Washington
$448K -$21.8K -128 -5%
WWM
3168
Wiser Wealth Management
Georgia
$448K -$63.4K -372 -12%
LIA
3169
Lynx Investment Advisory
District of Columbia
$448K -$63K -370 -12%
RWA
3170
Rooted Wealth Advisors
Illinois
$448K +$67.8K +398 +17%
MIAS
3171
Mason Investment Advisory Services
Virginia
$447K +$170 +1 +0%
SLWA
3172
San Luis Wealth Advisors
California
$447K +$23.3K +137 +5%
1WM
3173
1858 Wealth Management
Ohio
$446K – – –
BL
3174
BCWM LLC
Kansas
$445K +$453K +2,657 New
SFC
3175
SYM Financial Corp
Indiana
$445K +$8.86K +52 +2%
125 126
127
128 129