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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
3226
Altiora Financial Group
Ohio
$367K – – –
CA
3227
Centerpoint Advisors
Massachusetts
$367K +$259K +1,757 +218%
AWA
3228
A4 Wealth Advisors
North Carolina
$367K -$143K -973 -28%
RFP
3229
RCS Financial Planning
Maryland
$366K +$442 +3 +0.1%
KBFS
3230
Kohmann Bosshard Financial Services
Ohio
$365K -$61.6K -418 -14%
TIA
3231
Tandem Investment Advisors
South Carolina
$364K -$1.37M -9,292 -79%
FI
3232
Financial Insights
Washington
$364K +$1.77K +12 +0.5%
T
3233
TrustBank
Illinois
$363K +$373K +2,532 New
B
3234
Bayban
Minnesota
$362K +$372K +2,524 New
RG
3235
Renaissance Group
Kentucky
$362K -$41.7K -283 -10%
SCM
3236
Silvant Capital Management
Georgia
$360K – – –
WCM
3237
Weik Capital Management
Pennsylvania
$360K +$13.1K +89 +4%
CWM
3238
Collaborative Wealth Management
Florida
$360K +$121K +818 +48%
BFIC
3239
Bedell Frazier Investment Counselling
California
$359K +$45.1K +306 +14%
EL
3240
EWA LLC
Pennsylvania
$359K -$149K -1,013 -29%
EWS
3241
Evergreen Wealth Solutions
Pennsylvania
$359K +$369K +2,502 New
BAM
3242
Bosun Asset Management
Illinois
$358K – – –
PCMI
3243
Paradigm Capital Management Inc
New York
$358K – – –
TC
3244
Tacita Capital
Ontario, Canada
$358K – – –
TFA
3245
Trinity Financial Advisors
Ohio
$357K -$56.2K -381 -13%
CAG
3246
Centerpoint Advisory Group
Kansas
$357K – – –
CPG
3247
Cornerstone Planning Group
New Jersey
$357K +$313K +2,125 +718%
FFG
3248
Fortem Financial Group
California
$355K -$34.1K -231 -9%
RFG
3249
Range Financial Group
Oregon
$354K +$737 +5 +0.2%
FPCP
3250
Fort Point Capital Partners
California
$353K +$153K +1,038 +74%
128 129
130
131 132