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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3201
Fagan Associates
New York
$442K +$12.4K +74 +3%
NIM
3202
Nexus Investment Management
Ontario, Canada
$441K – – –
AFG
3203
Altiora Financial Group
Ohio
$437K -$166K -990 -28%
CFG
3204
Carr Financial Group
Massachusetts
$437K +$31.3K +187 +8%
HPM
3205
Hoxton Planning & Management
West Virginia
$436K -$19.6K -117 -4%
LSWM
3206
Lorne Steinberg Wealth Management
Canada
$435K +$26.5K +158 +7%
EWA
3207
Etesian Wealth Advisors
Oregon
$435K -$84.9K -507 -17%
HVP
3208
Hudson Value Partners
Florida
$435K – – –
LFG
3209
Lockerman Financial Group
California
$434K +$670 +4 +0.2%
SA
3210
Strategic Advocates
Utah
$434K +$45.4K +271 +12%
RFP
3211
RCS Financial Planning
Maryland
$434K – – –
TFF
3212
The Family Firm
Maryland
$433K -$1K -6 -0.2%
GSAM
3213
Grant Street Asset Management
Pennsylvania
$432K – – –
CM
3214
Capula Management
Cayman Islands
$431K +$85.6K +511 +25%
LCM
3215
Lazari Capital Management
California
$431K +$14.7K +88 +4%
PCM
3216
Park Capital Management
Wisconsin
$430K +$18.9K +113 +5%
PPC
3217
Pennington Partners & Co
Maryland
$430K -$200K -1,194 -32%
EC
3218
EntryPoint Capital
New York
$430K +$423K +2,524 New
WMP
3219
Wealth Management Partners
Arizona
$429K +$16.9K +101 +4%
TC
3220
Tacita Capital
Ontario, Canada
$429K – – –
SCM
3221
Silvant Capital Management
Georgia
$428K – – –
FI
3222
Financial Insights
Washington
$427K +$28.5K +170 +7%
GSIS
3223
Global Strategic Investment Solutions
Arizona
$426K -$46.2K -276 -10%
RPCA
3224
Running Point Capital Advisors
California
$426K +$74.5K +445 +22%
NC
3225
North Capital
Utah
$425K +$418K +2,496 New
127 128
129
130 131