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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
IPWA
3351
International Private Wealth Advisors
California
$274K -$33.4K -197 -11%
OFS
3352
Oldfather Financial Services
Nebraska
$274K +$9.34K +55 +4%
SG
3353
Somerset Group
Minnesota
$273K – – –
VBA
3354
von Borstel & Associates
Oregon
$272K +$267K +1,575 New
TWP
3355
Tempus Wealth Planning
California
$272K +$49.9K +294 +23%
WAM
3356
Wallington Asset Management
Indiana
$270K +$265K +1,561 New
LAM
3357
LifePro Asset Management
California
$270K -$114K -673 -30%
LIA
3358
LBMC Investment Advisors
Tennessee
$269K – – –
CPA
3359
Capital Performance Advisors
California
$268K +$263K +1,550 New
AWM
3360
AAF Wealth Management
Massachusetts
$268K – – –
WA
3361
Wealthstream Advisors
New York
$268K -$31.6K -186 -11%
CCM
3362
Crabel Capital Management
California
$267K +$262K +1,544 New
DCM
3363
DGS Capital Management
New Jersey
$267K +$262K +1,542 New
FW
3364
FullCircle Wealth
Texas
$267K +$8.66K +51 +3%
CWM
3365
Collaborative Wealth Management
Florida
$267K -$1.7K -10 -0.6%
BBP
3366
Banco BTG Pactual
Brazil
$267K -$836K -4,925 -76%
FCM
3367
Firestone Capital Management
Florida
$266K – – –
KPWG
3368
KFA Private Wealth Group
Virginia
$266K -$91.8K -541 -26%
CWM
3369
Campbell Wealth Management
Virginia
$266K +$261K +1,537 New
AHL
3370
Abel Hall LLC
Louisiana
$266K -$28.5K -168 -10%
HCRE
3371
Hoya Capital Real Estate
Connecticut
$265K – – –
IA
3372
IAM Advisory
Pennsylvania
$265K -$5.6K -33 -2%
GPW
3373
Gray Private Wealth
Massachusetts
$264K – – –
DWAM
3374
Duncan Williams Asset Management
Tennessee
$264K +$258K +1,522 New
ARG
3375
Advisory Resource Group
Oklahoma
$263K – – –
133 134
135
136 137