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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
3176
Altiora Financial Group
Ohio
$408K – – –
LSWM
3177
Lorne Steinberg Wealth Management
Canada
$407K – – –
RFP
3178
RCS Financial Planning
Maryland
$407K +$816 +5 +0.2%
CFG
3179
Carr Financial Group
Massachusetts
$406K -$1.96K -12 -0.5%
GSAM
3180
Grant Street Asset Management
Pennsylvania
$406K +$2.77K +17 +0.7%
HVP
3181
Hudson Value Partners
Florida
$406K – – –
CWAF
3182
Core Wealth Advisors (Florida)
Florida
$405K +$143K +877 +53%
RFG
3183
Range Financial Group
Oregon
$402K +$35.9K +220 +10%
TC
3184
Tacita Capital
Ontario, Canada
$401K – – –
FI
3185
Financial Insights
Washington
$401K +$1.79K +11 +0.4%
SCM
3186
Silvant Capital Management
Georgia
$400K – – –
MWM
3187
Maripau Wealth Management
Indiana
$399K +$47.7K +292 +13%
WWM
3188
Wiser Wealth Management
Georgia
$399K -$26.3K -161 -6%
PCMI
3189
Paradigm Capital Management Inc
New York
$398K -$81.6K -500 -17%
BAM
3190
Bosun Asset Management
Illinois
$398K -$36.4K -223 -8%
WTG
3191
West Tower Group
Virginia
$398K +$408K +2,500 New
NC
3192
North Capital
Utah
$396K -$1.47K -9 -0.4%
SWM
3193
Seed Wealth Management
Illinois
$396K – – –
PI
3194
Pachira Investments
California
$395K +$1.96K +12 +0.5%
EW
3195
Element Wealth
Mississippi
$394K +$116K +708 +40%
CWA
3196
Clarity Wealth Advisors
California
$394K -$62.8K -385 -13%
RPCA
3197
Running Point Capital Advisors
California
$392K -$6.53K -40 -2%
NWA
3198
New World Advisors
Massachusetts
$392K +$204K +1,249 +103%
PA
3199
Planning Alternatives
Michigan
$391K +$63K +386 +19%
BAM
3200
Bellevue Asset Management
Washington
$391K +$490 +3 +0.1%
126 127
128
129 130