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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3376
Concentrum Wealth Management
California
$299K +$314K +2,072 New
PWMA
3377
Pension & Wealth Management Advisors
Massachusetts
$299K -$11.2K -74 -3%
MAM
3378
McLean Asset Management
Virginia
$299K +$41.1K +271 +15%
KWM
3379
Kaydan Wealth Management
Michigan
$298K +$10.8K +71 +4%
IMT
3380
Investment Management Trust
Massachusetts
$298K +$313K +2,062 New
SCG
3381
Sonata Capital Group
Washington
$297K – – –
PFM
3382
Patton Fund Management
Texas
$297K +$81.9K +540 +36%
M1FG
3383
Mach-1 Financial Group
Arkansas
$296K -$2.16M -14,255 -87%
NFG
3384
Northbridge Financial Group
Florida
$296K -$35.3K -233 -10%
VAM
3385
Virtue Asset Management
Illinois
$296K +$75.5K +498 +32%
BAM
3386
Belleair Asset Management
Florida
$296K – – –
LWA
3387
Lifelong Wealth Advisors
Minnesota
$295K +$13.8K +91 +5%
STB
3388
S&T Bank
Pennsylvania
$295K +$98.2K +648 +46%
BWP
3389
Bernardo Wealth Planning
Pennsylvania
$294K +$17.9K +118 +6%
CWA
3390
Clarity Wealth Advisors
California
$294K -$20.9K -138 -6%
MWP
3391
Meridian Wealth Partners
Pennsylvania
$293K -$12.9K -85 -4%
MA
3392
Mezzasalma Advisors
New Jersey
$293K -$1.82K -12 -0.6%
APW
3393
Alliance Private Wealth
Massachusetts
$292K – – –
AWP
3394
Ascent Wealth Partners
New York
$292K +$27.3K +180 +10%
PWM
3395
Parkway Wealth Management
Texas
$292K -$20.5K -135 -6%
KCM
3396
KRS Capital Management
Michigan
$292K -$18.9K -125 -6%
LBC
3397
Lane Brothers & Co
Arizona
$292K -$4.09K -27 -1%
BFA
3398
Bright Financial Advisors
Michigan
$291K – – –
RWMH
3399
Riverpoint Wealth Management Holdings
Illinois
$291K +$606 +4 +0.2%
GAMC
3400
Garner Asset Management Corp
Texas
$291K -$3.79K -25 -1%
134 135
136
137 138