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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
3201
Rooted Wealth Advisors
Illinois
$318K +$5.8K +37 +2%
CHA
3202
Cooper/Haims Advisors
New York
$318K -$34.7K -221 -10%
DBRC
3203
D.B. Root & Company
Pennsylvania
$318K +$307K +1,957 New
SP
3204
Systematic Portfolios
New York
$317K +$307K +1,955 New
FFM
3205
Fullerton Fund Management
Singapore
$317K +$306K +1,953 New
HP
3206
HT Partners
Connecticut
$316K – – –
RWMH
3207
Riverpoint Wealth Management Holdings
Illinois
$316K +$1.41K +9 +0.5%
BWM
3208
BlackDiamond Wealth Management
New York
$315K +$30.4K +194 +11%
SWMG
3209
Signature Wealth Management Group
Georgia
$315K -$784 -5 -0.3%
CWM
3210
C2C Wealth Management
Arizona
$315K -$21.6K -138 -7%
BFS
3211
Beacon Financial Strategies
North Carolina
$315K -$21K -134 -6%
CGFA
3212
Colton Groome Financial Advisors
North Carolina
$314K -$16.5K -105 -5%
HAM
3213
Harmony Asset Management
Arizona
$314K -$15.7K -100 -5%
RDIA
3214
RE Dickinson Investment Advisors
Iowa
$314K – – –
EBA
3215
Eagle Bay Advisors
New York
$313K -$19.3K -123 -6%
RB
3216
Renasant Bank
Mississippi
$312K -$1.41K -9 -0.5%
VAG
3217
VisionPoint Advisory Group
Texas
$312K -$11.1K -71 -4%
RAM
3218
Rempart Asset Management
Canada
$312K – – –
HWM
3219
Howard Wealth Management
Connecticut
$312K +$7.37K +47 +3%
SDWMA
3220
Schneider Downs Wealth Management Advisors
Pennsylvania
$311K +$301K +1,918 New
HIS
3221
Horizon Investment Services
Indiana
$310K -$33.6K -214 -10%
BWP
3222
Bernardo Wealth Planning
Pennsylvania
$310K +$8.15K +52 +3%
FIC
3223
Family Investment Center
Missouri
$310K +$5.33K +34 +2%
TWM
3224
TMD Wealth Management
Arizona
$309K -$44.2K -282 -13%
CFG
3225
Compton Financial Group
Maryland
$308K -$3.45K -22 -1%
127 128
129
130 131