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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3351
Raffa Wealth Management
District of Columbia
$34.3K – – –
DF
3352
DecisionPoint Financial
Arizona
$34.1K +$31.5K +225 New
MYAM
3353
Meiji Yasuda Asset Management
Japan
$30.7K +$3.07M +21,872 +12%
RG
3354
Retirement Group
California
$30K +$9.39K +67 +50%
SVCP
3355
Silicon Valley Capital Partners
California
$28.4K +$26.2K +187 New
HT
3356
Headlands Technologies
Illinois
$28K +$25.8K +184 New
EE
3357
EWG Elevate
California
$25.8K +$23.8K +170 New
IAA
3358
Independent Advisor Alliance
North Carolina
$24.4K -$3.85M -27,438 -15%
IWP
3359
IAG Wealth Partners
Wisconsin
$23.1K -$21K -150 -50%
JAM
3360
JCIC Asset Management
Ontario, Canada
$23K – – –
CAM
3361
Costello Asset Management
Pennsylvania
$21.8K – – –
WA
3362
WestEnd Advisors
North Carolina
$21.8K +$561 +4 +3%
FGAM
3363
Financial Gravity Asset Management
Texas
$21.8K -$407K -2,901 -63%
MBFW
3364
Morton Brown Family Wealth
Pennsylvania
$20.6K – – –
WA
3365
Win Advisors
Florida
$18.8K +$1.54K +11 +10%
GIS
3366
Grayhawk Investment Strategies
Alberta, Canada
$18.5K +$42.2K +301 +247%
HI
3367
Hoey Investments
Pennsylvania
$16.8K -$2.34M -16,680 -99%
WFA
3368
West Financial Advisors
Iowa
$16.1K -$77.1K -550 -84%
LWA
3369
Lowe Wealth Advisors
Maryland
$15.9K +$11.2K +80 +320%
TJHA
3370
Thomas J. Herzfeld Advisors
Florida
$15.6K – – –
MAM
3371
Marquette Asset Management
Minnesota
$15.2K – – –
PS
3372
PayPay Securities
Japan
$14.6K +$13.5K +96 New
RWM
3373
Ruedi Wealth Management
Illinois
$13.9K +$12.9K +92 New
OIS
3374
Okabena Investment Services
Minnesota
$13.6K -$109K -779 -87%
MFG
3375
Mendota Financial Group
Wisconsin
$12.4K +$11.5K +82 New
133 134
135
136 137