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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
3251
NewSquare Capital
Pennsylvania
$40K – – –
WPWM
3252
Western Pacific Wealth Management
Illinois
$40K +$37.1K +250 New
IAS
3253
IMA Advisory Services
Colorado
$36K – – –
WA
3254
WestEnd Advisors
North Carolina
$34.2K +$31K +209 New
HNWA
3255
Henrickson Nauta Wealth Advisors
Michigan
$33K +$30.1K +203 New
NICM
3256
Neo Ivy Capital Management
New York
$32K -$171K -1,151 -85%
DFCM
3257
Dark Forest Capital Management
Puerto Rico
$32K +$29.2K +197 New
RG
3258
Retirement Group
California
$31K +$9.06K +61 +47%
BCM
3259
Bourgeon Capital Management
Connecticut
$29K – – –
JAM
3260
JCIC Asset Management
Ontario, Canada
$25K – – –
RCM
3261
Raleigh Capital Management
North Carolina
$24K +$21.7K +146 New
PGAM
3262
Princeton Global Asset Management
New Jersey
$22K -$59.4K -400 -75%
HL
3263
Harding Loevner
New Jersey
$22K – – –
IPW
3264
IronBridge Private Wealth
Texas
$22K +$148 +1 +0.7%
M1FG
3265
Mach-1 Financial Group
Arkansas
$20K +$18.7K +126 New
MAM
3266
Marquette Asset Management
Minnesota
$16K – – –
MWA
3267
Moser Wealth Advisors
Washington
$16K – – –
TCM
3268
Tanaka Capital Management
New York
$15K -$2.97K -20 -18%
TJHA
3269
Thomas J. Herzfeld Advisors
Florida
$15K +$2.23K +15 +19%
RFWA
3270
RPg Family Wealth Advisory
Massachusetts
$10.8K +$9.8K +66 New
RA
3271
Resolute Advisors
California
$10K -$96.4K -649 -91%
SGAM
3272
Smith Group Asset Management
Texas
$10K – – –
CAM
3273
ClariVest Asset Management
California
$5K -$594 -4 -12%
RCC
3274
Red Cedar Capital
Nebraska
$5K – – –
LAS
3275
Lloyd Advisory Services
Georgia
$4K – – –
129 130
131
132 133