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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
3301
Intelligent Financial Strategies
Minnesota
$112K +$140 +1 +0.1%
FCA
3302
Fortis Capital Advisors
Kansas
$109K +$101K +717 New
BCM
3303
Blume Capital Management
California
$107K – – –
BAM
3304
Baldrige Asset Management
Pennsylvania
$105K +$3.5K +25 +4%
TLA
3305
Tanglewood Legacy Advisors
Texas
$103K +$95.2K +679 New
FP
3306
Financial Perspectives
Minnesota
$102K – – –
HCM
3307
Horrell Capital Management
Arkansas
$101K – – –
MS
3308
Marshall & Sullivan
Washington
$99.9K +$92.4K +659 New
CWA
3309
Carolina Wealth Advisors
South Carolina
$97K -$8.41K -60 -9%
APC
3310
Aspire Private Capital
North Carolina
$97K -$8.41K -60 -9%
LWP
3311
Laurel Wealth Planning
Minnesota
$96.5K – – –
CFG
3312
CKW Financial Group
Hawaii
$91K – – –
CPA
3313
Cowen Prime Advisors
New York
$91K +$14K +100 +20%
HCA
3314
Harbor Capital Advisors
Illinois
$86.2K -$8.83K -63 -10%
NMG
3315
New Millennium Group
Utah
$85K – – –
MGI
3316
MayTech Global Investments
New York
$82.7K +$76.5K +546 New
MPCL
3317
My Personal CFO LLC
Washington
$81.4K +$75.3K +537 New
EA
3318
Evolution Advisers
Virginia
$81K – – –
TCA
3319
Trifecta Capital Advisors
Illinois
$79.9K +$73.9K +527 New
WAM
3320
Worth Asset Management
Texas
$79.3K – – –
UCB
3321
United Community Bank
South Carolina
$78.7K – – –
GIA
3322
Goodwin Investment Advisory
Georgia
$78.2K – – –
BSWA
3323
Bromfield Sneider Wealth Advisors
Massachusetts
$78.1K – – –
GMA
3324
Glassy Mountain Advisors
Maryland
$73.5K +$68K +485 New
IA
3325
IFS Advisors
Kansas
$70.6K – – –
131 132
133
134 135