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Procter & Gamble
PG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3401
ShankerValleau Wealth Advisors
Illinois
$254K – – –
SFC
3402
Strategic Financial Concepts
Texas
$254K -$48.8M -287,709 -99%
AWM
3403
AllSquare Wealth Management
New York
$254K – – –
MWA
3404
Miller Wealth Advisors
Colorado
$253K – – –
PFM
3405
Phillips Financial Management
Indiana
$252K +$8.15K +48 +3%
RAM
3406
Riggs Asset Management
Pennsylvania
$252K – – –
MG
3407
Marex Group
$251K +$246K +1,451 New
HF
3408
Halpern Financial
Virginia
$251K -$35.6K -210 -13%
CV
3409
Counterweight Ventures
North Carolina
$251K +$246K +1,450 New
SIA
3410
SGL Investment Advisors
Montana
$251K +$255K +1,503 New
PSCM
3411
Per Stirling Capital Management
Texas
$250K +$11.4K +67 +5%
AFO
3412
Arrowroot Family Office
California
$249K -$4.24K -25 -2%
AMM
3413
American Money Management
California
$249K +$5.43K +32 +2%
FF
3414
Francis Financial
$249K +$9.17K +54 +4%
CIM
3415
Contravisory Investment Management
Massachusetts
$248K -$353K -2,081 -59%
MF
3416
Manchester Financial
California
$248K +$9K +53 +4%
OCM
3417
Orion Capital Management
California
$247K – – –
MVA
3418
Mount Vernon Associates
Maryland
$247K +$17K +100 +8%
FC
3419
Fairscale Capital
New Hampshire
$247K – – –
SCP
3420
Shorepoint Capital Partners
Massachusetts
$246K -$50.3K -296 -17%
LCGC
3421
Legacy Capital Group California
California
$245K +$15.6K +92 +7%
HNWA
3422
Henrickson Nauta Wealth Advisors
Michigan
$245K +$8.49K +50 +4%
SSC
3423
Syverson Strege & Co
Iowa
$245K -$38.9K -229 -14%
NFG
3424
Northeast Financial Group
Pennsylvania
$243K -$1.7K -10 -0.7%
SFS
3425
Searcy Financial Services
Kansas
$243K +$849 +5 +0.4%
135 136
137
138 139