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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
3401
Facet Wealth Inc
Maryland
$236K +$225K +1,437 New
ZIG
3402
Zuckerman Investment Group
Illinois
$236K -$74K -472 -24%
HVP
3403
Hudson Value Partners
Florida
$236K – – –
EWA
3404
Evolution Wealth Advisors
Florida
$236K -$42.3K -270 -16%
PWH
3405
Priebe Wealth Holdings
Minnesota
$235K -$725K -4,623 -76%
RAM
3406
Riggs Asset Management
Pennsylvania
$235K +$4.39K +28 +2%
MSE
3407
MUFG Securities EMEA
United Kingdom
$232K -$47.4M -302,540 -100%
HWMC
3408
Heritage Wealth Management (California)
California
$232K +$1.25K +8 +0.6%
SFMG
3409
Sage Financial Management Group
Virginia
$232K +$225K +1,432 New
OCM
3410
Orion Capital Management
California
$232K – – –
MWM
3411
MinichMacGregor Wealth Management
New York
$231K +$226K +1,438 New
CKAIS
3412
Christensen King & Associates Investment Services
Washington
$230K -$627 -4 -0.3%
WA
3413
Wealthstream Advisors
New York
$230K -$178K -1,135 -44%
B
3414
Bensler
Washington
$229K -$5.49K -35 -2%
PGF
3415
Plan Group Financial
Oklahoma
$229K +$5.8K +37 +3%
TCM
3416
Tradewinds Capital Management
Washington
$229K +$314 +2 +0.1%
CWM
3417
Core Wealth Management
Florida
$228K +$220K +1,404 New
AWMG
3418
Alliance Wealth Management Group
New Jersey
$227K – – –
CFM
3419
Catalyst Funds Management
Australia
$227K +$220K +1,400 New
SFS
3420
Searcy Financial Services
Kansas
$227K +$219K +1,398 New
GCWM
3421
Graham Capital Wealth Management
District of Columbia
$227K – – –
FIM
3422
Fernwood Investment Management
Massachusetts
$227K -$4.08K -26 -2%
FAG
3423
Financial Advisory Group
Texas
$227K – – –
LL
3424
LWMG LLC
Minnesota
$225K -$109K -695 -33%
RFN
3425
Redwood Financial Network
Ohio
$225K -$5.65K -36 -3%
135 136
137
138 139