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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3326
Core Wealth Management
Florida
$314K +$13.6K +90 +4%
TPWA
3327
Twin Peaks Wealth Advisors
California
$314K +$7.73K +51 +2%
BF
3328
Baring Financial
Washington
$314K -$92.8K -612 -22%
AW
3329
Apricus Wealth
South Carolina
$313K +$303 +2 +0.1%
CTC
3330
Cetera Trust Company
Minnesota
$313K – – –
VIM
3331
Vancity Investment Management
British Columbia, Canada
$313K +$13.6K +90 +4%
VCP
3332
Vista Capital Partners
Oregon
$313K +$328K +2,165 New
HFO
3333
Heritage Family Offices
Arizona
$313K +$328K +2,164 New
MAFA
3334
MJT & Associates Financial Advisory
Minnesota
$312K – – –
UWP
3335
Uniting Wealth Partners
Kansas
$311K -$126K -832 -28%
SA
3336
Sylvest Advisors
Texas
$310K – – –
TVWM
3337
Tower View Wealth Management
Wisconsin
$310K -$295K -1,943 -48%
USWIA
3338
UP Strategic Wealth Investment Advisors
Pennsylvania
$310K -$245K -1,618 -43%
CWMK
3339
Caliber Wealth Management (Kansas)
Kansas
$309K +$324K +2,138 New
CWA
3340
Consilio Wealth Advisors
Washington
$309K +$29.4K +194 +10%
WCP
3341
Wealthcare Capital Partners
Pennsylvania
$308K -$130K -855 -29%
LIA
3342
LBMC Investment Advisors
Tennessee
$308K -$17.9K -118 -5%
LI
3343
Latash Investments
Alaska
$308K – – –
COFSG
3344
Carbahal Olsen Financial Services Group
California
$308K – – –
PAS
3345
PKS Advisory Services
New York
$307K +$19.4K +128 +6%
FCMT
3346
Founders Capital Management (Texas)
Texas
$307K – – –
DAS
3347
Diversify Advisory Services
Utah
$307K -$2.45M -16,133 -88%
KCP
3348
Kera Capital Partners
California
$307K +$19.4K +128 +6%
PFM
3349
Peak Financial Management
Massachusetts
$307K -$9.7K -64 -3%
RWI
3350
Red Wave Investments
Pennsylvania
$307K -$14.9K -98 -4%
132 133
134
135 136