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Procter & Gamble
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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
3426
Tandem Wealth Advisors
Arizona
$320K -$131K -767 -29%
FIC
3427
Family Investment Center
Missouri
$320K – – –
RFS
3428
Richardson Financial Services
Massachusetts
$320K +$6.3K +37 +2%
ELM
3429
Elite Life Management
Florida
$319K +$2.9K +17 +0.9%
CCA
3430
Cadent Capital Advisors
Oklahoma
$319K +$852 +5 +0.3%
PWA
3431
Provenance Wealth Advisors
Florida
$318K – – –
TCM
3432
Thoma Capital Management
Maryland
$318K +$323K +1,897 New
MWPCG
3433
Measured Wealth Private Client Group
New Hampshire
$318K -$11.4K -67 -3%
MC
3434
Miramar Capital
Illinois
$317K – – –
SO
3435
Sierra Ocean
California
$317K +$322K +1,891 New
BLAM
3436
Bourne Lent Asset Management
New York
$317K – – –
PD
3437
Planning Directions
Pennsylvania
$317K -$8.35K -49 -3%
LFGO
3438
Legacy Financial Group (Oklahoma)
Oklahoma
$317K – – –
JFG
3439
JMG Financial Group
Illinois
$316K – – –
CFO
3440
Collective Family Office
Pennsylvania
$316K – – –
PCP
3441
Panoramic Capital Partners
Oregon
$316K +$321K +1,883 New
FW
3442
FullCircle Wealth
Texas
$315K +$45.5K +267 +17%
MMCM
3443
Murphy & Mullick Capital Management
New York
$314K +$319K +1,874 New
FA
3444
Fiducient Advisors
Illinois
$314K -$12.9K -76 -4%
CAAM
3445
Cornerstone Advisors Asset Management
Pennsylvania
$314K +$1.36K +8 +0.4%
MWA
3446
Motive Wealth Advisors
Michigan
$314K +$53.5K +314 +20%
UAML
3447
US Asset Management LLC
Pennsylvania
$313K -$3.92K -23 -1%
AF
3448
Atala Financial
California
$313K +$318K +1,866 New
HGA
3449
Hobbs Group Advisors
South Carolina
$312K -$1.36K -8 -0.4%
AFW
3450
Avantra Family Wealth
Pennsylvania
$312K +$317K +1,862 New
136 137
138
139 140