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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWMG
3326
Barnes Wealth Management Group
California
$359K +$365K +2,142 New
BF
3327
Brucke Financial
Indiana
$359K +$368K +2,163 New
SW
3328
SMART Wealth
Nebraska
$359K -$69.8K -410 -16%
CCS
3329
Concentric Capital Strategies
Connecticut
$359K +$364K +2,139 New
WAOI
3330
Wealth Advisors of Iowa
Iowa
$358K – – –
CMI
3331
Clare Market Investments
Texas
$358K +$26.6K +156 +8%
LI
3332
Latash Investments
Alaska
$357K – – –
COFSG
3333
Carbahal Olsen Financial Services Group
California
$357K +$363K +2,130 New
HIS
3334
Horizon Investment Services
Indiana
$357K +$51.3K +301 +16%
MWM
3335
Mascoma Wealth Management
New Hampshire
$356K +$11.8K +69 +3%
CCP
3336
Carmel Capital Partners
California
$356K +$7.15K +42 +2%
SWRP
3337
Summit Wealth & Retirement Planning
California
$354K – – –
TPWA
3338
Twin Peaks Wealth Advisors
California
$353K +$8.86K +52 +3%
CFP
3339
Cascade Financial Partners
California
$353K – – –
YWS
3340
Yarger Wealth Strategies
Ohio
$353K +$79.9K +469 +29%
HAM
3341
Harmony Asset Management
Arizona
$352K -$204K -1,195 -36%
NJBEST
3342
New Jersey Better Educational Savings Trust
New Jersey
$352K – – –
CWA
3343
Centerline Wealth Advisors
Kentucky
$352K +$358K +2,102 New
EW
3344
Entruity Wealth
California
$352K +$357K +2,098 New
HC
3345
Hourglass Capital
Texas
$352K – – –
EWP
3346
Elevation Wealth Partners
California
$351K – – –
CCM
3347
Chiron Capital Management
Florida
$350K -$258K -1,513 -42%
RAM
3348
Rempart Asset Management
Canada
$350K – – –
AFA
3349
Antonelli Financial Advisors
Michigan
$350K +$355K +2,086 New
SWAG
3350
Spectrum Wealth Advisory Group
California
$350K +$355K +2,085 New
132 133
134
135 136