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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3226
Strategic Asset Management
Minnesota
$61K -$9.65K -65 -15%
CAM
3227
Costello Asset Management
Pennsylvania
$60K +$13.4K +90 +33%
PP
3228
Pacifica Partners
Canada
$58K – – –
CF
3229
Concorde Financial
Texas
$55K +$49.6K +334 New
JRFS
3230
James Reed Financial Services
Ohio
$53K +$48.5K +327 New
LFASL
3231
Lugano Financial Advisors SA (LFA)
Switzerland
$53K +$48.5K +327 New
GIA
3232
Goodwin Investment Advisory
Georgia
$51K – – –
LFA
3233
Level Financial Advisors
New York
$51K +$46.6K +314 New
DWA
3234
Delos Wealth Advisors
Texas
$50K +$45.7K +308 New
FA
3235
Financial Advantage
Maryland
$49K – – –
MBFW
3236
Morton Brown Family Wealth
Pennsylvania
$48K +$43.2K +291 New
RWM
3237
Raffa Wealth Management
District of Columbia
$46.1K -$2.67K -18 -6%
BBHC
3238
Brown Brothers Harriman & Co
New York
$45K +$3.07M +20,646 +8%
BC
3239
Belmont Capital
California
$45K – – –
OAJ
3240
Ogorek Anthony Joseph
New York
$44K – – –
VRS
3241
Virginia Retirement Systems
Virginia
$40.2K – – –
IWP
3242
IAG Wealth Partners
Wisconsin
$40K -$38.8K -261 -52%
NC
3243
NewSquare Capital
Pennsylvania
$40K – – –
WPWM
3244
Western Pacific Wealth Management
Illinois
$40K +$37.1K +250 New
IAS
3245
IMA Advisory Services
Colorado
$36K – – –
WA
3246
WestEnd Advisors
North Carolina
$34.2K +$31K +209 New
HNWA
3247
Henrickson Nauta Wealth Advisors
Michigan
$33K +$30.1K +203 New
NICM
3248
Neo Ivy Capital Management
New York
$32K -$171K -1,151 -85%
DFCM
3249
Dark Forest Capital Management
Puerto Rico
$32K +$29.2K +197 New
RG
3250
Retirement Group
California
$31K +$9.06K +61 +47%
128 129
130
131 132