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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
3251
Per Stirling Capital Management
Texas
$204K +$189K +1,345 New
HWA
3252
Heartwood Wealth Advisors
Virginia
$204K -$39.3K -280 -17%
CIA
3253
Caerus Investment Advisors
Texas
$203K +$188K +1,338 New
FCM
3254
Firestone Capital Management
Florida
$203K +$188K +1,338 New
HNW
3255
High Note Wealth
Minnesota
$202K +$187K +1,336 New
AFG
3256
Alterity Financial Group
Maine
$202K +$187K +1,334 New
EWA
3257
Evolution Wealth Advisors
Florida
$202K +$187K +1,332 New
EWM
3258
Endowment Wealth Management
Wisconsin
$202K +$187K +1,331 New
BBW
3259
Blue Barn Wealth
Utah
$201K -$50.5K -360 -21%
KW
3260
KWB Wealth
California
$200K +$185K +1,322 New
TCM
3261
Tradewinds Capital Management
Washington
$199K +$9.39K +67 +5%
CSC
3262
Caldwell Sutter Capital
California
$199K +$184K +1,311 New
PP
3263
PrairieView Partners
Minnesota
$196K +$140 +1 +0.1%
MG
3264
MilWealth Group
Wisconsin
$191K – – –
WPWM
3265
Western Pacific Wealth Management
Illinois
$190K +$35.7K +255 +25%
KFS
3266
Kelly Financial Services
Massachusetts
$188K +$981 +7 +0.6%
CIR
3267
Clear Investment Research
Georgia
$184K +$11.9K +85 +8%
FA
3268
Fiduciary Alliance
South Carolina
$177K +$164K +1,169 New
CPG
3269
Cornerstone Planning Group
New Jersey
$174K +$171K +1,219 New
SC
3270
Sawyer & Company
Massachusetts
$171K – – –
CMA
3271
Cedar Mountain Advisors
Oregon
$170K -$4.77K -34 -3%
RA
3272
Rise Advisors
New York
$166K +$1.12K +8 +0.7%
TCM
3273
TD Capital Management
Tennessee
$165K +$7.43K +53 +5%
IHWM
3274
Iron Horse Wealth Management
Iowa
$164K +$42.2K +301 +39%
CCMI
3275
Creative Capital Management Investments
California
$164K +$152K +1,084 New
129 130
131
132 133