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Procter & Gamble

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
3351
Avalon Capital Management
California
$300K
AWM
3352
Avondale Wealth Management
Texas
$300K -$78.1K -500 -20%
OPWM
3353
Oregon Pacific Wealth Management
Oregon
$300K -$3.59K -23 -1%
HP
3354
HT Partners
Connecticut
$299K
PCMK
3355
Paragon Capital Management (Kansas)
Kansas
$299K -$18.6K -119 -6%
VF
3356
Vawter Financial
Ohio
$298K +$303K +1,939 New
SAM
3357
Strive Asset Management
Ohio
$298K -$64.7K -414 -18%
WWC
3358
Waypoint Wealth Counsel
Georgia
$298K +$83.9K +537 +38%
HFS
3359
Howard Financial Services
Texas
$297K +$25.6K +164 +9%
HWM
3360
Howard Wealth Management
Connecticut
$297K +$781 +5 +0.3%
SIM
3361
Sterling Investment Management
Arizona
$297K +$312 +2 +0.1%
DP
3362
Denver PWM
Colorado
$296K
EWA
3363
Etesian Wealth Advisors
Oregon
$296K -$12K -77 -4%
PWA
3364
PCG Wealth Advisors
Kansas
$296K -$14.5K -93 -5%
EA
3365
Eclectic Associates
California
$296K +$13.6K +87 +5%
FPWM
3366
FSB Premier Wealth Management
Iowa
$296K +$781 +5 +0.3%
BWP
3367
Bernardo Wealth Planning
Pennsylvania
$295K +$2.5K +16 +0.8%
MWA
3368
Motive Wealth Advisors
Michigan
$295K -$14.8K -95 -5%
EWA
3369
Evolution Wealth Advisors
Florida
$295K +$300K +1,919 New
FDW
3370
Fourth Dimension Wealth
Ohio
$295K -$2.65K -17 -0.9%
DCBT
3371
Dakota Community Bank & Trust
North Dakota
$294K +$13.9K +89 +5%
LF
3372
Lee Financial
Texas
$294K +$92.5K +592 +45%
GBWM
3373
Granite Bay Wealth Management
New Hampshire
$294K -$108K -690 -27%
BWMG
3374
Barnes Wealth Management Group
California
$294K -$34.2K -219 -10%
BRWM
3375
Blue Rock Wealth Management
North Carolina
$293K +$78.1K +500 +35%