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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
3401
IVC Wealth Advisors
Pennsylvania
$310K -$6.37K -39 -2%
NPT
3402
National Philanthropic Trust
Pennsylvania
$310K +$318K +1,946 New
HCWM
3403
Hidden Cove Wealth Management
Washington
$309K -$11.8K -72 -4%
MCM
3404
M1 Capital Management
Michigan
$309K -$8K -49 -2%
PCS
3405
Private Client Services
Kentucky
$309K +$316K +1,938 New
LFP
3406
Leeward Financial Partners
Washington
$309K -$3.14M -19,261 -91%
FDW
3407
Fourth Dimension Wealth
Ohio
$308K -$59.4K -364 -16%
SIM
3408
Sterling Investment Management
Arizona
$308K – – –
RFS
3409
Richardson Financial Services
Massachusetts
$308K -$9.3K -57 -3%
CWA
3410
CogentBlue Wealth Advisors
Tennessee
$308K +$67.1K +411 +27%
HWM
3411
Howard Wealth Management
Connecticut
$307K +$3.26K +20 +1%
PFWA
3412
Paces Ferry Wealth Advisors
Georgia
$307K +$1.47K +9 +0.5%
CFSG
3413
Clark Financial Services Group
Missouri
$307K +$11.6K +71 +4%
AFW
3414
Avantra Family Wealth
Pennsylvania
$306K +$9.79K +60 +3%
FPWM
3415
FSB Premier Wealth Management
Iowa
$306K -$3.26K -20 -1%
PPC
3416
Park Place Capital
Alabama
$305K -$27.9K -171 -8%
MAG
3417
Mayfair Advisory Group
Alabama
$305K -$22.2K -136 -6%
CA
3418
Claris Advisors
Missouri
$305K +$313K +1,916 New
FWA
3419
FORM Wealth Advisors
Wisconsin
$305K – – –
SEA
3420
Stegent Equity Advisors
Texas
$304K -$725K -4,442 -70%
AF
3421
Alerus Financial
North Dakota
$304K -$22.5K -138 -7%
FIC
3422
Family Investment Center
Missouri
$304K – – –
SFWA
3423
Summit Financial Wealth Advisors
Louisiana
$304K +$19.9K +122 +7%
CWA
3424
Centerline Wealth Advisors
Kentucky
$304K -$12.4K -76 -4%
BWP
3425
Bernardo Wealth Planning
Pennsylvania
$303K +$7.34K +45 +2%
135 136
137
138 139