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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3376
AllSquare Wealth Management
New York
$241K – – –
AFO
3377
Arrowroot Family Office
California
$241K -$36.8K -225 -13%
BWM
3378
BNC Wealth Management
Oregon
$241K – – –
SWP
3379
Significant Wealth Partners
Illinois
$240K -$284K -1,735 -54%
NJIM
3380
Nabity-Jensen Investment Management
Nebraska
$240K +$49.2K +301 +26%
RAM
3381
Riggs Asset Management
Pennsylvania
$240K +$817 +5 +0.3%
CWA
3382
Capital Wealth Alliance
Arizona
$239K +$15.5K +95 +7%
CPP
3383
Capasso Planning Partners
South Carolina
$239K +$237K +1,449 New
FC
3384
Fairscale Capital
New Hampshire
$238K +$233K +1,426 New
YWS
3385
Yarger Wealth Strategies
Ohio
$238K +$29.9K +183 +15%
EA
3386
Echo45 Advisors
California
$236K -$41.9K -256 -15%
SPI
3387
Santori & Peters Inc
Pennsylvania
$236K -$14.9K -91 -6%
OCM
3388
Orion Capital Management
California
$236K – – –
WA
3389
WP Advisors
California
$235K -$17.5K -107 -7%
OWMIAS
3390
One Wealth Management Investment & Advisory Services
Florida
$234K -$14.9K -91 -6%
IPW
3391
Invictus Private Wealth
Colorado
$234K -$27.8K -170 -11%
PWS
3392
Peloton Wealth Strategists
Indiana
$234K +$232K +1,419 New
MWM
3393
MinichMacGregor Wealth Management
New York
$234K -$3.6K -22 -2%
NFG
3394
Northeast Financial Group
Pennsylvania
$233K +$12.3K +75 +6%
AGA
3395
Arkos Global Advisors
Texas
$233K +$6.54K +40 +3%
DWA
3396
Delap Wealth Advisory
Oregon
$232K -$372K -2,275 -62%
PFM
3397
Phillips Financial Management
Indiana
$232K +$23.2K +142 +11%
AMM
3398
American Money Management
California
$232K +$26K +159 +13%
CKAIS
3399
Christensen King & Associates Investment Services
Washington
$231K -$2.94K -18 -1%
SFS
3400
Searcy Financial Services
Kansas
$231K +$163 +1 +0.1%
134 135
136
137 138