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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
3251
Intesa Sanpaolo Wealth Management
$342K +$200K +1,375 +144%
3F
3252
360 Financial
Minnesota
$342K -$66.7K -458 -16%
CCMG
3253
Connecticut Capital Management Group
Connecticut
$342K +$873 +6 +0.3%
LAM
3254
Lifestyle Asset Management
Texas
$342K +$18.5K +127 +6%
MGWM
3255
Marks Group Wealth Management
Minnesota
$342K -$146K -1,000 -30%
PWA
3256
PCG Wealth Advisors
Kansas
$342K +$64.2K +441 +23%
TWA
3257
Trellis Wealth Advisors
California
$342K – – –
LFG
3258
Lockerman Financial Group
California
$341K +$6.11K +42 +2%
KBFS
3259
Kohmann Bosshard Financial Services
Ohio
$341K -$18.2K -125 -5%
BWP
3260
Bernardo Wealth Planning
Pennsylvania
$340K +$41K +282 +14%
AZ
3261
Alpha Zero
Florida
$340K +$327K +2,245 New
CRI
3262
Colonial River Investments
Virginia
$340K -$70.7K -486 -17%
RW
3263
REDW Wealth
New Mexico
$340K +$6.84K +47 +2%
PWM
3264
Penobscot Wealth Management
Maine
$339K -$65.8K -452 -16%
BF
3265
bLong Financial
Tennessee
$339K – – –
WF
3266
WinCap Financial
Massachusetts
$338K +$7.57K +52 +2%
SIC
3267
SFE Investment Counsel
California
$338K -$36.4K -250 -10%
CSW
3268
Cogent Strategic Wealth
Illinois
$338K -$582 -4 -0.2%
PWP
3269
Prasad Wealth Partners
Ohio
$338K +$437 +3 +0.1%
TA
3270
TCM Advisors
West Virginia
$337K – – –
CFA
3271
Camarda Financial Advisors
Florida
$337K -$36.4K -250 -10%
TWP
3272
Tempus Wealth Planning
California
$337K +$100K +690 +43%
SMH
3273
Sanders Morris Harris
Texas
$337K -$784K -5,389 -70%
PIM
3274
Provident Investment Management
Michigan
$337K – – –
RA
3275
Riversedge Advisors
Delaware
$336K -$79.2K -544 -19%
129 130
131
132 133