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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
3251
Tranquility Partners
Tennessee
$344K – – –
AWA
3252
Argos Wealth Advisors
California
$344K +$102K +671 +39%
LCM
3253
Lazari Capital Management
California
$344K +$1.67K +11 +0.5%
FA
3254
Fagan Associates
New York
$344K – – –
LWA
3255
LifeGoal Wealth Advisors
New York
$344K +$361K +2,384 New
WWA
3256
Wingate Wealth Advisors
Massachusetts
$343K -$32K -211 -8%
CWA
3257
Canvas Wealth Advisors
Kansas
$343K -$9.25K -61 -3%
MSWMA
3258
Market Street Wealth Management Advisors
Indiana
$342K +$38.1K +251 +12%
JFGLC
3259
Johnson Financial Group LLC (Colorado)
Colorado
$342K +$359K +2,368 New
AAM
3260
Augustine Asset Management
Florida
$342K – – –
PWM
3261
Purus Wealth Management
California
$342K +$47.5K +313 +15%
BF
3262
Brucke Financial
Indiana
$340K -$2.12K -14 -0.6%
IWP
3263
Invenio Wealth Partners
Florida
$338K -$191K -1,260 -35%
WWM
3264
Walser Wealth Management
Florida
$338K -$179K -1,178 -33%
GSAM
3265
Grant Street Asset Management
Pennsylvania
$338K -$43.4K -286 -11%
EWM
3266
Elevation Wealth Management
Minnesota
$338K +$1.36K +9 +0.4%
RMF
3267
Red Mountain Financial
Colorado
$337K +$455 +3 +0.1%
TWA
3268
Trellis Wealth Advisors
California
$336K +$606 +4 +0.2%
CFG
3269
Compton Financial Group
Maryland
$336K +$13K +86 +4%
AAMC
3270
Asset Allocation & Management Company
Illinois
$336K – – –
CCMG
3271
Connecticut Capital Management Group
Connecticut
$336K -$11.5K -76 -3%
CWAF
3272
Core Wealth Advisors (Florida)
Florida
$335K +$27.4K +181 +8%
FFM
3273
Fullerton Fund Management
Singapore
$334K +$351K +2,314 New
BF
3274
bLong Financial
Tennessee
$334K – – –
CSW
3275
Cogent Strategic Wealth
Illinois
$333K +$350K +2,308 New
129 130
131
132 133