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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
3326
Sightline Wealth Advisors
Connecticut
$263K +$35K +214 +16%
FS
3327
Financial Symmetry
North Carolina
$262K +$260K +1,591 New
FPCG
3328
Forum Private Client Group
Indiana
$262K -$13.4K -82 -5%
FC
3329
Fusion Capital
South Carolina
$262K +$981 +6 +0.4%
SG
3330
Somerset Group
Minnesota
$260K – – –
RFS
3331
Richardson Financial Services
Massachusetts
$260K -$77.3K -473 -23%
POIA
3332
Pin Oak Investment Advisors
Texas
$258K +$33.4K +204 +15%
IA
3333
IAM Advisory
Pennsylvania
$258K -$2.13K -13 -0.8%
ITB
3334
Idaho Trust Bank
Idaho
$257K -$31.7K -194 -11%
Legacy Financial Group (Iowa)
3335
Legacy Financial Group (Iowa)
Iowa
$257K -$18K -110 -7%
MWA
3336
Motive Wealth Advisors
Michigan
$257K -$17.5K -107 -6%
LIA
3337
LBMC Investment Advisors
Tennessee
$256K – – –
FW
3338
FullCircle Wealth
Texas
$256K +$249K +1,525 New
CWM
3339
Collaborative Wealth Management
Florida
$256K +$490 +3 +0.2%
SNBOSCI
3340
Security National Bank of Sioux City Iowa
Iowa
$256K -$4.91K -30 -2%
AWM
3341
AAF Wealth Management
Massachusetts
$256K +$49.9K +305 +24%
TWM
3342
TMD Wealth Management
Arizona
$255K -$58.5K -358 -19%
TCM
3343
Tang Capital Management
California
$254K +$252K +1,543 New
SPA
3344
Sentinel Pension Advisors
Massachusetts
$254K -$16.3K -100 -6%
FCM
3345
Firestone Capital Management
Florida
$254K – – –
CC
3346
Commons Capital
Massachusetts
$253K -$2.94K -18 -1%
RK
3347
Rather & Kittrell
Tennessee
$253K -$2.62K -16 -1%
HCRE
3348
Hoya Capital Real Estate
Connecticut
$253K – – –
OFS
3349
Oldfather Financial Services
Nebraska
$252K +$654 +4 +0.3%
AIM
3350
AHL Investment Management
Florida
$252K – – –