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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3326
Marotta Asset Management
Virginia
$268K -$139K -885 -35%
CWM
3327
CarsonAllaria Wealth Management
Illinois
$267K -$97.2K -620 -27%
BIMC
3328
Benson Investment Management Company
Virginia
$267K – – –
SSC
3329
Syverson Strege & Co
Iowa
$267K +$36.2K +231 +16%
RBC
3330
Roble Belko & Company
Pennsylvania
$266K -$471 -3 -0.2%
MFGP
3331
Marshall Financial Group (Pennsylvania)
Pennsylvania
$266K +$257K +1,639 New
SPA
3332
Sentinel Pension Advisors
Massachusetts
$266K -$6.59K -42 -2%
MWA
3333
Martel Wealth Advisors
Washington
$264K – – –
MAM
3334
MWA Asset Management
Massachusetts
$264K +$9.41K +60 +4%
CAM
3335
Clark Asset Management
New Hampshire
$264K -$36.4K -232 -12%
MVA
3336
Mount Vernon Associates
Maryland
$264K – – –
C
3337
CEDRUS
Colorado
$264K -$94.6K -603 -27%
SMAM
3338
Sugar Maple Asset Management
Wisconsin
$263K +$254K +1,618 New
TCMP
3339
Thrive Capital Management (Pennsylvania)
Pennsylvania
$263K -$15.5K -99 -6%
CMI
3340
Clare Market Investments
Texas
$262K +$1.25K +8 +0.5%
PHAM
3341
Palisades Hudson Asset Management
Florida
$261K – – –
CWAF
3342
Core Wealth Advisors (Florida)
Florida
$260K -$16.5K -105 -6%
KWAG
3343
Kiely Wealth Advisory Group
North Carolina
$259K – – –
WP
3344
Wealthspan Partners
Iowa
$259K +$251K +1,598 New
PWA
3345
PCG Wealth Advisors
Kansas
$258K +$250K +1,593 New
NRW
3346
Nova R Wealth
Kansas
$258K +$471 +3 +0.2%
IPW
3347
Invictus Private Wealth
Colorado
$258K -$214K -1,366 -46%
VRM
3348
Vectors Research Management
New York
$257K -$35.4M -225,604 -99%
HF
3349
Halpern Financial
Virginia
$257K – – –
FC
3350
Fusion Capital
South Carolina
$257K +$941 +6 +0.4%
132 133
134
135 136